Connect ClickUp and Pipedrive CRM integrations
Connect ClickUp and Pipedrive CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like ClickUp and Pipedrive CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a specific folder event happens.
Triggers when a specific list event happens.
Triggers when a specific space event happens.
Triggers when a task or subtask is created or updated.
Triggers when a specific task or subtask event happens.
Add follower to an object of selected type (deals, organizations, persons).
Adds a new installment subscription.
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Cancels a recurring subscription.
Creates a deal.
Creates a new deal field.
Creates a lead.
Creates a new lead label.
Creates an activity.
Creates an organization.
Creates a note.
Creates a person.
Creates a product.
Deletes a deal.
Deletes a deal field by its ID.
Delete a follower from a deal.
Deletes a lead.
Deletes lead label by its ID.
Marks mail thread as deleted.
Deletes an activity.
Deletes a product attachment from a deal.
Deletes an organization.
Deletes a note.
Deletes a person.
Deletes a product.
Marks an installment or a recurring subscription as deleted.
Downloads a file.
Returns details of a specific deal.
Gets a Deal field.
Gets filter by its ID.
Gets a lead.
Returns specific mail thread.
Returns data about specific mail message.
Returns details of a specific activity.
Returns details of an organization.
Returns details about a specific note.
Returns details of a person.
Returns data about a specific product.
Returns details of an installment or a recurring subscription.
Returns data about a specific user within the company.
Gets deals summary.
Performs an arbitrary authorized API call.
Updates a deal.
Updates Deal field by its ID.
Updates a lead.
Updates lead label by its ID.
Updates the properties of a mail thread.
Updates an activity.
Updates an installment subscription.
Updates an organization.
Updates an organization field value.
Updates a note.
Updates a person.
Updates a product.
Updates a recurring subscription.
Updates product attachment details of the deal-product (a product already attached to a deal).
Lets you upload a file, and associate it with a Deal, a Person, an Organization, an Activity or a Product.
Returns details of an installment or a recurring subscription by the deal ID.
Searches for activities.
Lists activities associated with a deal.
Lists all fields in Deals.
Searches for deals.
Lists deals associated with a person.
Returns data about deals that have a product attached to them.
Lists deals associated with an organization.
Lists deals in a specific pipeline across all its stages.
Lists deals in a specific stage.
Lists files associated with a deal.
Lists all filters.
List followers of an object of selected type (deals, organizations, persons, products, users).
Lists Lead labels.
Retrieves all your leads.
Returns mail threads in specified folder ordered by most recent message within.
Get mail messages inside specified mail thread.
Searches for notes.
Searches for organizations.
Lists the participants associated with a deal.
Returns all payments of an installment or recurring subscription.
Searches for persons.
Lists all persons associated with a deal, regardless of whether the person is the primary contact of the deal, or added as a participant.
Returns data about all pipelines.
Searches for products.
Lists products attached to a deal.
Returns data about all stages.
Retrieves your deals filtered by criteria.
Performs a search from multiple item types.
Retrieves your leads filtered by criteria.
Retrieves your organizations filtered by criteria.
Retrieves your persons filtered by criteria.
Retrieves your products filtered by criteria.
Returns data about all users or searches by name or email.
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Build your ClickUp and Pipedrive CRM integrations.
Create custom ClickUp and Pipedrive CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds tag to a task.
Adds time tracked to a task.
Adds a dependency to a task.
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Adds a new installment subscription.
Cancels a recurring subscription.
Connect any app with ClickUp and Pipedrive CRM
Popular ClickUp and Pipedrive CRM workflows.
Looking to get more out of ClickUp and Pipedrive CRM? With Make you can visually integrate ClickUp and Pipedrive CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Pipedrive -> ClickUp
Your sales manager is probably using Pipedrive CRM in order to track your prospect sales cycle. However, once a deal is negotiated and closed, the rest of your team needs to know so they can start delivering the service and onboarding the new client. Make can automatically a closed deal on your Pipedrive CRM and create a record on a ClickUp list that your team can see.
TRY IT ->Create ClickUp tasks from new Google Sheets spreadsheet rows
Automatically create new tasks in ClickUp every time there is a new row in Google Sheets. Use this [example spreadsheet](https://bit.ly/2JqTH7q) for a quick and simple setup.
TRY IT ->Create a Pipedrive CRM person and a deal from a Facebook Lead Ads form submission
Every time a new Facebook Lead Ads form is submitted, Make will automatically create a Pipedrive CRM person and a deal. Check out a more advanced version of this template: [Send Facebook leads to Pipedrive CRM and prevent lead duplication](https://www.make.com/en/templates/12015-send-facebook-leads-to-pipedrive-crm-and-prevent-lead-duplicates)
TRY IT ->Watch ClickUp tasks, get task details, and edit tasks automatically
Automatically monitor ClickUp tasks, retrieve detailed task information, and update tasks as needed. Streamline task management with ClickUp's powerful automation capabilities.
TRY IT ->Manage ClickUp tasks with custom webhooks for efficient workflow automation
Streamline task management by automating ClickUp tasks with custom webhooks. Trigger task retrieval and updates in ClickUp for enhanced workflow automation.
TRY IT ->Create and update ClickUp tasks with custom fields using a webhook
Automatically update ClickUp tasks with custom fields when triggered by a Custom WebHook. Streamline task management with real-time updates using ClickUp's advanced features.
TRY IT ->Monitor ClickUp tasks and update them with advanced edits
Automatically monitor ClickUp tasks and apply advanced edits. Keep your task management streamlined with ClickUp's watch, retrieve, and edit functionalities.
TRY IT ->Watch ClickUp tasks and add new rows to Google Sheets for task tracking
Automatically track ClickUp tasks by adding new rows to Google Sheets. Keep your task management organized and up-to-date effortlessly.
TRY IT ->Create tasks in ClickUp from DNS lookup results using a custom webhook
Automatically create ClickUp tasks from DNS lookup results using a custom webhook. Streamline task management by integrating IP location data into ClickUp.
TRY IT ->
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