ClickUp + Pipedrive Integration

Integrate ClickUp to Pipedrive in one click, or tell Integrately AI how you want each deal handled. Create tasks, update deals, alert your team, and track progress automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ClickUp
    Goal is created in ClickUp Instant
  • ClickUp
    Goal is updated in ClickUp Instant
  • ClickUp
    Goal is deleted in ClickUp Instant
  • ClickUp
    Target is created in ClickUp Instant
  • ClickUp
    Target is updated in ClickUp Instant
  • ClickUp
    Target is deleted in ClickUp Instant
  • ClickUp
    Task is created in ClickUp
  • ClickUp
    New message is posted on channel in ClickUp
  • ClickUp
    Task status is updated in ClickUp Instant
  • ClickUp
    Task comment is posted in ClickUp Instant
  • ClickUp
    Task is moved in ClickUp Instant
  • ClickUp
    Task priority is updated in ClickUp Instant
  • ClickUp
    Task assignee is updated in ClickUp Instant
  • ClickUp
    Task due date is updated in ClickUp Instant
  • ClickUp
    Task is deleted in ClickUp Instant
  • ClickUp
    Subtask is created in ClickUp Instant
  • ClickUp
    Task time tracked is Updated in ClickUp Instant
  • ClickUp
    Task tag is updated in ClickUp Instant
  • ClickUp
    Task comment is updated in ClickUp Instant
  • ClickUp
    Folder is created in ClickUp Instant
  • ClickUp
    Folder is updated in ClickUp Instant
  • ClickUp
    Folder is deleted in ClickUp Instant
  • ClickUp
    List is created in ClickUp Instant
  • ClickUp
    List is updated in ClickUp Instant
  • ClickUp
    List is deleted in ClickUp Instant
  • ClickUp
    Space is created in ClickUp Instant
  • ClickUp
    Space is updated in ClickUp Instant
  • ClickUp
    Space is deleted in ClickUp Instant
  • ClickUp
    Task is updated in ClickUp
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
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2.

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Ready Workflows Ready Workflows for ClickUp + Pipedrive Integration

Capture deals, create tasks, keep projects updated, alert your team, and track progress, all in just one click.

Most popular automationsmost-popular-automations
Pipedrive + ClickUp Integration

Create ClickUp task for new Pipedrive deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in ClickUp to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Pipedrive? Well now there is!

With our integration between Pipedrive and ClickUp, creating task in ClickUp is now easier than ever. Whenever a deal is created in Pipedrive, you can automatically create a corresponding task in ClickUp to keep your team up-to-date.
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  • 1of3
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your ClickUp + Pipedrive flow

Sync your sales and task management with messaging, emails, and scheduling tools to keep every team aligned. Pick a combination and activate it in one click.

ClickUp
Pipedrive
+
HubSpotHubSpot (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
CalendlyCalendly (4)
+
StripeStripe (4)
+
ZoomZoom (4)
P
C
H
When a Pipedrive deal is created, create a task in ClickUp and create a contact in HubSpot
New Pipedrive deals instantly generate ClickUp tasks while logging contacts in HubSpot, removing manual data entry across your revenue stack.
C
P
H
When a ClickUp task is created, create a deal in Pipedrive and create a contact in HubSpot
New project tasks in ClickUp automatically spin up Pipedrive deals and HubSpot contacts, ensuring complete visibility from project start to sale.
P
C
H
When a Pipedrive deal stage is updated, update the matching ClickUp task and update the contact in HubSpot
Deal stage updates in Pipedrive automatically propagate to ClickUp tasks and HubSpot contact records to keep progress consistent.
P
C
C
H
Use ChatGPT to summarise new Pipedrive deals, create a task in ClickUp, and create a deal note in HubSpot
ChatGPT analyses new Pipedrive deals to generate briefs for ClickUp tasks and saves summary notes directly in HubSpot.

Supported triggers and actions for ClickUp and Pipedrive

Mix and match to build the exact automation you need

ClickUp
ClickUp Triggers & Actions
Instant
Goal is created in ClickUp
Triggers the automation when a new goal is created
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Instant
Goal is updated in ClickUp
Triggers the automation when a goal is updated
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Instant
Goal is deleted in ClickUp
Triggers the automation when a goal is deleted
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Instant
Target is created in ClickUp
Triggers the automation when a new target is created
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Instant
Target is updated in ClickUp
Triggers the automation when a target is updated
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Instant
Target is deleted in ClickUp
Triggers the automation when a target is deleted
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Task is created in ClickUp
Triggers the automation when task is created
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New message is posted on channel in ClickUp
Triggers the automation when a new message is posted on a channel
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Instant
Task status is updated in ClickUp
Triggers the automation when the status of a task is changed
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Instant
Task comment is posted in ClickUp
Triggers the automation when a task comment is posted
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Instant
Task is moved in ClickUp
Triggers the automation when a task is moved with
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Instant
Task priority is updated in ClickUp
Triggers the automation when the priority level of a task is changed
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Instant
Task assignee is updated in ClickUp
Triggers the automation when a task assignee is changed
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Instant
Task due date is updated in ClickUp
Triggers the automation when a task due date is updated
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Instant
Task is deleted in ClickUp
Triggers the automation when a task is deleted
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Instant
Subtask is created in ClickUp
Triggers the automation when a subtask is created
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Instant
Task time tracked is Updated in ClickUp
Triggers the automation when task time tracking is updated
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Instant
Task tag is updated in ClickUp
Triggers the automation when the tag assigned to any task is changed
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Instant
Task comment is updated in ClickUp
Triggers the automation when a task comment is updated
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Instant
Folder is created in ClickUp
Triggers the automation when a new folder is created
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Instant
Folder is updated in ClickUp
Triggers the automation when a folder is updated
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Instant
Folder is deleted in ClickUp
Triggers the automation when a folder is deleted
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Instant
List is created in ClickUp
Triggers the automation when a new list is created
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Instant
List is updated in ClickUp
Triggers the automation when any list is modified
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Instant
List is deleted in ClickUp
Triggers the automation when any list is deleted
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Instant
Space is created in ClickUp
Triggers the automation when a new space is created
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Instant
Space is updated in ClickUp
Triggers the automation when any space is modified
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Instant
Space is deleted in ClickUp
Triggers the automation when any space is deleted
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Task is updated in ClickUp
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Create threaded comment in ClickUp
Creates a new threaded comment
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Search task by custom field in ClickUp
Searches for tasks using a custom field
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Send message to channel in ClickUp
Sends a message to a specific channel
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Send direct message in ClickUp
Sends a direct message to a user
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Create task in ClickUp
Creates a new task
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Update task with custom field in ClickUp
Updates a task in the project management system with a custom field value
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Create subtask in ClickUp
Creates a subtask
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Update task in ClickUp
Updates the task with new information or changes
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Search task in ClickUp
Searches for a task
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Post task comment in ClickUp
Posts a comment on a task
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Post list comment in ClickUp
Posts a comment on a list
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Post view comment in ClickUp
Posts a comment on a view
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Create list in ClickUp
Generates a new list
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Update list in ClickUp
Updates a designated list with new information or changes
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Get list details by id in ClickUp
Retrieves detailed information about a list based on its id
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Search list in ClickUp
Scans and retrieves results for a particular list
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Delete list in ClickUp
Deletes a list
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Create folder in ClickUp
Creates a new folder
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Search folder in ClickUp
Searches for a folder
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Update folder in ClickUp
Updates the contents of a particular folder
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Get folder details by id in ClickUp
Retrieves information about a folder using its id
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Create space in ClickUp
Creates a new space
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Get space details by id in ClickUp
Retrieves detailed information of a space using its id
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Search space in ClickUp
Searches for a space
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Invite guest to workspace in ClickUp
Sends an invitation to a guest to join the workspace
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Update space in ClickUp
Updates the space with new content and changes
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Get view details by ID in ClickUp
Retrieves details of a view using its id
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Create task from template in ClickUp
Generates a task based on a pre-defined template
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Add tag to a task in ClickUp
Adds a tag to a task
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Upload task attachment in ClickUp
Uploads task attachments to designated folders
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Add dependency to task in ClickUp
Links tasks together to establish dependencies
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Create space tag in ClickUp
Generates a new space tag
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Update target in ClickUp
Updates the particular target with new data or information
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Get task details by ID in ClickUp
Retrieves the details of a task based on its unique id
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Update time tracked in ClickUp
Logs and updates time spent on tasks in the time tracking tool
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Create target in ClickUp
Generates a new target
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Remove tag from task in ClickUp
Removes a tag from a task
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Create goal in ClickUp
Generates a new goal
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Update goal in ClickUp
Updates the goal based on new information
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Create folderless list in ClickUp
Generates a list of items without organizing them into folders
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Delete dependency from task in ClickUp
Deletes dependency link between two tasks
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Delete target in ClickUp
Deletes a target
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Delete goal in ClickUp
Deletes a goal
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Delete checklist item in ClickUp
Deletes an item from a checklist
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Update space tag in ClickUp
Updates the tag associated with a space
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Get goal details by ID in ClickUp
Retrieves goal details by using their unique id identifier
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Search goal in ClickUp
Searches for a goal
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Search team view in ClickUp
Searches for a team view
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Search task template in ClickUp
Searches for a task template
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Create time entry in ClickUp
Creates a new time entry
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Create checklist in ClickUp
Generates a checklist for tasks
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Update checklist in ClickUp
Updates checklist items with new tasks or completions
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Delete checklist in ClickUp
Deletes a checklist
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Update comment in ClickUp
Updates comments with new information
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Update checklist item in ClickUp
Updates a item on the checklist
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Search custom fields in ClickUp
Searches for custom fields
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Create checklist item in ClickUp
Generates a checklist item
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Search task using filters in ClickUp
Searches for a task using filters
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Search task in view in ClickUp
Searches for a task in a view
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Search sub-task in task in ClickUp
Searches for a sub-task in a task
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Add task link in ClickUp
Creates a hyperlink to add a new task
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Search folderless list in ClickUp
Searches for a folderless list
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Search list members in ClickUp
Searches for list members
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Search task members in ClickUp
Searches for task members
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Search tracked time in ClickUp
Searches for tracked time
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Search task comment in ClickUp
Searches for a task comment
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Search workspace in ClickUp
Searches for a workspace
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Search list comment in ClickUp
Searches for a list comment
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Add task to list in ClickUp
Adds a task to a designated list
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Search space view in ClickUp
Searches for a sub-task in a task
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Search list view in ClickUp
Searches for a list view
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Search folder view in ClickUp
Searches for a folder view
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Delete task in ClickUp
Deletes a task
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Delete space tag in ClickUp
Deletes a space tag
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Delete time tracked in ClickUp
Removes recorded time entries from the database
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Delete folder in ClickUp
Deletes a folder
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Delete comment from task in ClickUp
Deletes a comment associated with a task
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Delete space in ClickUp
Deletes a space
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Search space tag in ClickUp
Searches for a space tag
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Pipedrive
Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
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Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
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Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
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Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
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Deal matches filter in Pipedrive
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Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
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Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
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Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
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Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
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Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
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Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
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Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
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Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
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Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
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Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
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Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
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Search lead in Pipedrive
Searches for a lead
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Delete deal in Pipedrive
Deletes a deal
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Create organization in Pipedrive
Generates a new organization
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Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
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Get organization by id in Pipedrive
Retrieves details of an organization using ID
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Delete organization in Pipedrive
Deletes an organization
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Create person in Pipedrive
Generates a new person
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Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
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Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
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Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
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Create note in Pipedrive
Creates a new note in the particular format
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Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
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Attach file in Pipedrive
Uploads and save the selected file to a task
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Get user by id in Pipedrive
Retrieves user information using their id
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Search user by email in Pipedrive
Searches for a user using email address
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Search user by name in Pipedrive
Searches for a user using the name
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What can you automate with ClickUp + Pipedrive?

Streamline your sales and project delivery by connecting deal updates to task creation and status changes.

What you can automate?
Turn Pipedrive deals into ClickUp tasks instantly
Create a matching ClickUp task the moment a new Pipedrive deal is created. Eliminate manual data entry and start project execution right away.
📋
Capture every submitted deal field and custom detail
Map complete Pipedrive deal values, owners, and custom fields directly into your ClickUp task descriptions for total project clarity.
🔔
Notify the right team member the second a deal closes
Alert your delivery channel or account managers immediately when a Pipedrive deal stage moves to won or a ClickUp task is initialized.
🔀
Route tasks based on deal value or pipeline stage
Send enterprise deals to priority ClickUp lists while standard deals route to regular queues based on submitted criteria.
🔄
Keep task statuses and deal stages synchronized
Update matching Pipedrive deals whenever ClickUp tasks progress, or refresh tasks when deal stages change in your CRM.
🔍
Search and update existing records without duplicates
Look up existing Pipedrive contacts or ClickUp tasks before creating new ones, preventing redundant entries across your database.
🎯
Handle later status changes like lost deals or completed tasks
Trigger automated follow-ups or status adjustments when Pipedrive deals are marked lost or ClickUp tasks reach completion.
💬
Extend your workflow with messaging and email apps
Connect Slack, Gmail, or HubSpot to your ClickUp and Pipedrive flow for complete multi-channel notifications and updates.
And much more...

Who is ClickUp + Pipedrive integration for?

Connecting ClickUp and Pipedrive helps sales and project teams align their pipelines, hand off deals smoothly, and keep tasks synced without manual data entry.

Sales operations managers
Sales operations managers
Account executives
Account executives
Client success leads
Client success leads
High-volume sales reps
High-volume sales reps
Project coordinators
Project coordinators
Revenue leaders
Revenue leaders
📈
Sales operations managers
You're reporting on pipeline velocity and deal stages, but your project tasks in ClickUp only update when reps manually copy notes over, so the metrics you review are always outdated — with this integration, every deal change updates your tasks instantly and your reporting stays accurate.
Account executives
You're closing deals in Pipedrive every day but delivery teams find out too late to start onboarding because handoff tasks are created manually, causing friction with new clients — automating both apps means every closed deal generates a ClickUp task instantly and your delivery team starts on time.
🤝
Client success leads
You answer to key clients who expect project milestones in ClickUp to match their commercial agreements in Pipedrive, but manual tracking leads to gaps and missed updates — connecting these apps means your task boards and CRM records stay perfectly synchronized for every client.
📊
High-volume sales reps
You're handling dozens of leads and deals every week, leaving zero time to manually create matching tasks in ClickUp for each customer handover — this integration means every new deal automatically creates its required task without requiring any manual data entry from you.
🎯
Project coordinators
You depend on sales reps to hand over project requirements from Pipedrive before you can schedule work in ClickUp, leading to constant delays when notes are missed — automating both apps means every new deal instantly populates your ClickUp workspace with all necessary context.
📁
Revenue leaders
You need a reliable audit trail connecting commercial deals in Pipedrive to execution work in ClickUp, but manual logging creates frustrating gaps in your history — integrating these apps means every pipeline action is captured seamlessly across both platforms.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate ClickUp + Pipedrive

Build and manage your ClickUp + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ClickUp + Pipedrive with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect ClickUp to Pipedrive?
Frequently Asked Questions
You can connect ClickUp to Pipedrive in 1 click using ready templates on Integrately or ask Integrately AI to build the automation for you. It takes seconds to link your accounts and sync tasks with your CRM.
Can I automatically create ClickUp tasks when a Pipedrive deal is created?
Frequently Asked Questions
Can I connect ClickUp, Pipedrive, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ClickUp and Pipedrive?
Frequently Asked Questions
How does ClickUp handle task updates in this integration?
Frequently Asked Questions
Can Pipedrive deal stages update ClickUp tasks?
Frequently Asked Questions
Do I need coding skills to automate ClickUp and Pipedrive?
Frequently Asked Questions
Is the ClickUp and Pipedrive integration free?
Frequently Asked Questions
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