Can I filter which deals create tasks?

Yes, you can apply filters to only create tasks for deals with specific tags, deal size, or other criteria.

Can I customize the task details in ClickUp?

Yes, you can specify the task details including due dates, assignees, and more.

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

Sales managers and project managers use this to ensure that new sales deals automatically translate to actionable tasks for their teams to handle.

Home Contact Pricing Apps Blog

ClickUp + Pipedrive

Create Tasks in ClickUp for New Pipedrive Deals

Ensure that every new deal created in Pipedrive has corresponding tasks in ClickUp for better tracking and management. Ideal for managers who want to maintain actionable tasks related to their sales deals.

New Pipedrive Deal

Detects when a fresh deal is created in Pipedrive.

Create ClickUp Task

Generates a new task in ClickUp for that deal, ensuring all sales activities are monitored.

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 ClickUp Tasks for New Pipedrive Leads

ClickUp + Pipedrive

How to use DryMerge

Ask for what you want.

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

Create tasks in ClickUp for new Pipedrive deals

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.