How can I filter ClickUp tasks to only create deals for specific tasks?

You can filter ClickUp tasks by their tags, priority, or other criteria to ensure only specific tasks trigger the creation of a Pipedrive deal.

Can I customize the Pipedrive deal fields?

Yes, you can customize the fields in the Pipedrive deal. Simply describe the changes you need, and DryMerge will take care of it.

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

This is frequently used by sales teams to ensure that their workflow in ClickUp is seamlessly integrated with Pipedrive, providing a streamlined sales process.

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ClickUp + Pipedrive

Create Pipedrive Deals from New ClickUp Tasks

This automation ensures that every new task created in ClickUp also generates a corresponding deal in Pipedrive. It’s particularly useful for sales teams who manage their tasks in ClickUp but track deals in Pipedrive. By automating this process, you can save time and ensure that no opportunity is missed.

New ClickUp Task

Triggers when a new task is created in ClickUp.

Create Pipedrive Deal

Creates a deal in Pipedrive for the new task.

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

or pick a common variation below

Update Pipedrive Deals from ClickUp Task Changes

ClickUp + Pipedrive

Generate Pipedrive Leads from ClickUp Task Creation

ClickUp + Pipedrive

Create Pipedrive Deals for Completed ClickUp Subtasks

ClickUp + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Pipedrive deals from new ClickUp tasks"

Create Pipedrive deals from new ClickUp tasks

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.