Integrating Pipedrive with ClickUp by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Pipedrive and ClickUp
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Award Winning App Integration Platform
Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process
About ClickUp
ClickUp is a cloud-based collaboration and project management platform that allows you to manage your work and personal tasks in an efficient way. From assigning tasks, to holding discussions, to creating milestones and tracking timesheets for individual or shared projects, ClickUp delivers the right features in an intuitive interface.
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It's easy to connect Pipedrive + ClickUp without coding knowledge. Start creating your own business flow.
- Triggers
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Deal Matching FilterTriggers every time a deal matches a Pipedrive filter.
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New Activity
Triggers upon an addition of a new activity in Pipedrive.
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New Deal
Triggers every time a new deal is created.
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New Organization
Triggers when a new organization is created.
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New Person
Triggers when a new person is added.
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Organization Matching Filter
Triggers every time an organization matches a Pipedrive filter.
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Person Matching Filter
Triggers whenever a person matches a Pipedrive filter.
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Updated Deal
Triggers upon a updation in an existing deal.
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Updated Organization
Triggers when changes are made in an existing organization.
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Updated Person
Triggers when an existing contact is updated.
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New FolderTriggers when new folders are created.
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New List
Triggers when new lists are created.
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New Task
Triggers when tasks are added.
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Updated Task
Triggers when tasks updated.
- Actions
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Create Activity
Creates a new activity.
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Create Deal
Creates a new deal.
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Create Note
Creates a new note.
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Create Organization
Creates a new organization.
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Create Person
Creates a new person.
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Update Deal
Updates an existing deal.
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Update Organization
Updates an existing organization.
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Update Person
Updates an existing person.
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Create Folder
To Creates a new folder
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Create List
Creates a new list
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Create Subtask
Creates a new subtask
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Create Task
Creates a new task.
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New Checklist
Add a checklist to a task
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Post Attachment
Post an attachment to a task.
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Post a Task Comment
Post a comment to a task
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Update Task
Updates an existing task.
How Pipedrive & ClickUp Integrations Work
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Step 1: Choose Pipedrive as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick ClickUp as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Pipedrive to ClickUp.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.