Integrate Pipedrive with ClickUp

Send information between Pipedrive and ClickUp automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Pipedrive and ClickUp using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Product created

Triggers when a new product is created

Contact person created

Triggers when a new contact person is created

Pipeline stage created

Triggers when a new pipeline stage is created

Deal created

Triggers when a new deal is created

Product updated

Triggers when any detail of an existing product is updated

Note created

Triggers when a new note is added

Deal updated

Triggers when any detail of an existing deal is updated

Pipeline created

Triggers when a new pipeline is created

Organization created

Triggers when a new organization is created

Organization updated

Triggers when any detail of an existing organization is updated

Activity created

Triggers when a new activity is created

Lead updated

Triggers when any detail of an existing lead is updated

Activity updated

Triggers when any detail of an existing activity is updated

Lead created

Triggers when a new lead is created

Note updated

Triggers when an existing note is updated

Contact person updated

Triggers when any detail of an existing contact person is updated

Folder updated

Triggers when any detail of an existing folder is updated

Time entry created

Triggers when a new time entry is created

List created

Triggers when a new list is created

Folder created

Triggers when a new folder is created

List updated

Triggers when any detail of an existing list is updated

Task moved

Triggers when a task is moved in the selected space

Task created

Triggers when a new task is created

Task updated

Triggers when any detail of a task in the selected space is updated

Task status updated

Triggers when the status of a task in the selected space is updated

All Actions - Actions are the automated tasks

Create note

Creates a new note for the selected lead, deal, person, or organization

Create lead

Creates a new lead

Create contact person

Creates a contact new person

Create activity

Creates a new activity

Create product

Creates a new project

Create organization

Creates a new organization

Add products to a deal

Adds multiple products to a deal

Create deal

Creates a new deal

Update organization

Updates the details of an existing organization

Update lead

Updates the details of an existing lead

Update product

Updates the details of an existing product

Update activity

Updates the details of an existing activity

Update deal

Updates the details of an existing deal

Update contact person

Updates the details of an existing contact person

Fetch lead

Fetches the details of an existing lead

Fetch user

Fetches the details of an existing user

Fetch deal

Fetches the details of an existing deal

Fetch contact person

Fetches the details of an existing contact person

Fetch activity

Fetches the details of an existing user activity

Fetch organization

Fetches the details of an existing organization

Fetch product

Fetches the details of an existing product

Fetch field options

Fetches the specific field options by using its ID or name

Create task

Creates a new task under the selected list

Create subtask

Creates a new subtask under the specified task

Add comment

Adds a comment to the specified task

Create folder

Creates a new folder

Create list

Creates a new list

Create task using template

Creates a new task using an existing template

Create checklist

Creates a checklist for the specified task

Update task

Updates the details of the specified task

Update list

Updates the details of the specified list

Update task custom field

Updates the value of a custom field in an existing task

Fetch task

Fetches the details of an existing task by ID and custom fields

What is Pipedrive?

Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.

What is ClickUp?

ClickUp is project management software with natural language processing. You can set recurring tasks, manage comments, and stay updated with the activity stream.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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