Can I filter which notes get added to ClickUp?

Yes, you can apply filters based on keywords, tags, or specific details to control which notes are transferred to ClickUp.

Can I customize the format of notes in ClickUp?

Yes, you can customize the format and structure of the note to match your ClickUp requirements.

Which people use this automation? What do they use it for?

Sales and project teams use this automation to ensure that their notes are consistently shared across both platforms, providing easy access to information.

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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.

New Pipedrive Note

Detects when a new note is added in Pipedrive.

Add Note to ClickUp

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

See more ClickUp to Pipedrive integrations or use AI to customize your automation.

or pick a common variation below

Notify in ClickUp for New Pipedrive Notes

ClickUp + Pipedrive

Notify ClickUp for New Pipedrive Deals

ClickUp + Pipedrive

Create Tasks in ClickUp for New Pipedrive Deals

ClickUp + Pipedrive

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"

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.

Sure! Connecting

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.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with ClickUp + Pipedrive.

Create Task

Creates a new task in Clickup

Create Task Comment

Adds a comment to a Clickup task

Create Time Entry

Creates a new time entry for a Clickup task

Update Task

Updates an existing task in Clickup

Create Folder

Creates a new folder in Clickup

Create List

Creates a new list in Clickup

List Spaces

Lists all Clickup spaces

Get Task Comments

Gets comments for a Clickup task

Search Tasks

Searches for tasks in ClickUp based on criteria

New ClickUp Task

Triggers when a new ClickUp task is created

ClickUp Task Changes

Triggers when a ClickUp task is updated

Create Activity

Creates a new activity in Pipedrive

App details

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.