Can I filter which deals trigger task updates?

Yes, you can set filters to ensure that only deals meeting specific criteria trigger an update in ClickUp tasks.

Can I choose which ClickUp task fields are updated?

Yes, you can specify which fields in the ClickUp task should be updated based on the changes in Pipedrive.

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

This automation is beneficial for project managers and sales team members who need to keep their task and deal information synchronized without manual effort.

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ClickUp + Pipedrive

Update ClickUp Tasks from Pipedrive Deal Changes

Keep your ClickUp tasks in sync with your Pipedrive deals. When a deal is updated in Pipedrive, a corresponding task in ClickUp is also updated. This workflow helps project managers and sales teams maintain harmony between their task management and sales pipeline information.

Updated Pipedrive Deal

Detects any updates made to your deals in Pipedrive.

Update ClickUp Task

Updates the corresponding task in ClickUp to reflect the changes.

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

or pick a common variation below

Create ClickUp Tasks for New Pipedrive Leads

ClickUp + Pipedrive

Create ClickUp Tasks for Updated Pipedrive Activities

ClickUp + Pipedrive

Create ClickUp Subtasks for New Pipedrive Activities

ClickUp + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Update ClickUp tasks from Pipedrive deal changes"

Update ClickUp tasks from Pipedrive deal changes

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.