Can I filter which tasks create leads?

Yes, you can filter tasks by tags, priority, or other criteria to ensure only relevant tasks create leads in Pipedrive.

Can I customize the lead information in Pipedrive?

Yes, you can customize the details included when a lead is created in Pipedrive based on the ClickUp task information.

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

Sales and marketing teams use this automation to ensure that their task management efforts in ClickUp are transformed into actionable sales leads in Pipedrive.

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ClickUp + Pipedrive

Generate Pipedrive Leads from ClickUp Task Creation

Capture potential sales opportunities by creating new leads in Pipedrive whenever tasks are created in ClickUp. This allows sales teams to convert task management efforts into actionable leads and ensures no opportunity is missed.

New Task Created

Triggers when a new task is created in ClickUp.

Create New Lead

Adds the task details as a lead in Pipedrive.

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

Create New Pipedrive Leads from ClickUp Subtasks

ClickUp + Pipedrive

Create Pipedrive Deals from New ClickUp Tasks

ClickUp + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Generate Pipedrive leads from ClickUp task creation"

Generate Pipedrive leads from ClickUp task creation

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.