ClickUp + Pipedrive

Add Notes in ClickUp for New Notes in Pipedrive

Keep your notes streamlined and consistent across platforms by adding the same notes in ClickUp whenever a new note is created in Pipedrive. This automation is useful for sales and project teams who rely on notes to share information and updates.

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New Pipedrive Note

Detects when a new note is added in Pipedrive.

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Add Note to ClickUp

Adds the same note to ClickUp for consistent record-keeping.

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add notes in ClickUp for new notes in Pipedrive"

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Add notes in ClickUp for new notes in Pipedrive

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

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Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

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Frequently Asked Questions

Our Capabilities

See what DryMerge can do with ClickUp + Pipedrive.

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Create Task

Creates a new task in Clickup

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Create Task Comment

Adds a comment to a Clickup task

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Create Time Entry

Creates a new time entry for a Clickup task

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Update Task

Updates an existing task in Clickup

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Create Folder

Creates a new folder in Clickup

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Create List

Creates a new list in Clickup

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List Spaces

Lists all Clickup spaces

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Get Task Comments

Gets comments for a Clickup task

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Search Tasks

Searches for tasks in ClickUp based on criteria

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New ClickUp Task

Triggers when a new ClickUp task is created

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ClickUp Task Changes

Triggers when a ClickUp task is updated

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Create Activity

Creates a new activity in Pipedrive

App details

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ClickUp

ClickUp is an all-in-one productivity platform for planning, tracking, and collaborating on projects. Manage tasks, docs, goals, and more in a customizable workspace.

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Pipedrive

Pipedrive is a sales CRM and pipeline management software. Track deals, communicate with customers, and automate sales processes.

Related apps

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