Can I filter which contacts are synced?

You can filter contacts by various criteria, such as tags or the stage of the sales funnel, to control which ones are converted into ClickUp tasks.

Can I add additional details to the ClickUp task?

Yes, you can include additional information from the Pipedrive contact to be added to the ClickUp task.

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

Customer support and sales teams use this automation to ensure that new contacts are followed up with appropriate tasks, maintaining effective communication and actions.

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ClickUp + Pipedrive

Sync Pipedrive Contacts to ClickUp as Tasks

Convert every new contact in Pipedrive into a task in ClickUp to ensure follow-up actions are assigned and tracked. This setup is ideal for customer support and sales follow-ups, ensuring new contacts are not missed and necessary actions are taken.

New Pipedrive Contact

Triggers when a new contact is added in Pipedrive.

Create Task from Contact

Converts the new Pipedrive contact into a ClickUp task.

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

or pick a common variation below

Add Pipedrive Comments for ClickUp Task Updates

ClickUp + Pipedrive

Create ClickUp Tasks for New Pipedrive Leads

ClickUp + Pipedrive

Update Pipedrive Deal Status for Completed 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, "Sync Pipedrive contacts to ClickUp as tasks"

Sync Pipedrive contacts to ClickUp as 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.