An automated workflow using integromat
Connects Pipedrive + ClickUp
Pipedrive -> ClickUp
About this workflow template
This automation scenario allows you to connect Pipedrive and ClickUp
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Pipedrive and ClickUp can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Pipedrive
Watch Deals in Pipedrive
Triggers when a new deal is added or updated.
Then this action happens in ClickUp
Create a Task in ClickUp
Creates new task in a specific list or sub-task in a specific task.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Pipedrive -> ClickUp.
Part I
Configure Applications
First, we need to connect Pipedrive and ClickUp to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Pipedrive to Make.com.
Give Make.com access to your Pipedrive account, using Pipedrive credentials.
Connect ClickUp to Make.com.
Give Make.com access to your ClickUp account, using ClickUp credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Pipedrive
Choose the following trigger: Watch Deals (Triggers when a new deal is added or updated.).
Then set up an Action for ClickUp
Choose this action: Create a Task (Creates new task in a specific list or sub-task in a specific task.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Pipedrive and ClickUp.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Pipedrive -> ClickUp!
Related Automation Templates
Supported triggers and actions
New deal
Triggers when a new deal is created.
triggerbyzapierautomateiopabbly-connectNew person
Triggers when a new person is created.
triggerbyzapierautomateiopabbly-connectDeal matching filter
Triggers when a deal newly matches a Pipedrive filter for the first time.
triggerbyzapierUpdated deal stage
Triggers when a deal's stage is updated.
triggerbyzapierautomateioNew lead
Triggers when a Lead is created.
triggerbyzapierpabbly-connectNew activity
Triggers when a new activity is created.
triggerbyzapierautomateiopabbly-connect
Create task
Creates a new task.
actionbyzapierintegratelypabbly-connectCreate a task
Creates new task in a specific list or sub-task in a specific task.
actionbyintegromatUpdate task
Update task
actionbyintegratelyzapierpabbly-connectCreate list
Creates a new list
actionbyzapierintegratelypabbly-connectPost a task comment
Post a comment to a task
actionbyzapierintegromatCreate folder
Creates a new folder
actionbyzapierintegratelypabbly-connect
Apps you need
Pipedrive alternatives
ClickUp is a highly-rated, cloud-based project management tool that consolidates tasks, docs, chat, and goals into a single, customizable platform. Used by top companies like Airbnb, Google, and Uber, it's perfect for anyone looking to simplify their workload.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
