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ClickUp + Pipedrive Integrations

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Connect ClickUp to Pipedrive
Example workflows
Inspirational workflows
Triggers and actions
ClickUp + your other apps
Pipedrive + your other apps
Related blog posts
FAQ

ClickUp + Pipedrive integrations

Use Relay.app's ClickUp integrations to trigger actions across your apps

Preview of Use any of these ClickUp actions in your Relay.app workflows

Preview of Add any ClickUp action to your workflow

Preview of Use Relay.app's Pipedrive integrations to trigger actions across your apps

Preview of Use any of these Pipedrive actions in your Relay.app workflows

Use Relay.app's ClickUp integrations to trigger actions across your apps

Use any of these ClickUp actions in your Relay.app workflows

Add any ClickUp action to your workflow

Use Relay.app's Pipedrive integrations to trigger actions across your apps

Use any of these Pipedrive actions in your Relay.app workflows

Overview

Connect ClickUp to Pipedrive in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between ClickUp, Pipedrive, and many other popular SaaS applications.

Check below for example workflows using ClickUp and Pipedrive, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example ClickUp + Pipedrive workflows

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Automatically create a new task in ClickUp for a newly added project in Pipedrive

Looking to streamline your task management by automatically creating ClickUp tasks for new projects in Pipedrive? Meet Relay.app, your automation solution for seamless integration. With Relay.app's connection between Pipedrive and ClickUp, you can ensure that every newly added project automatically

Try it

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Create new tasks in ClickUp from new Pipedrive leads

Learn how to set up a Relay playbook that automatically creates a new task in ClickUp whenever a new lead is added in Pipedrive. Managing leads and tasks efficiently is crucial for success. With Relay, we can seamlessly integrate ClickUp and Pipedrive to streamline your workflow and maximize product

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Create new tasks in ClickUp for updated deal stages in Pipedrive

Learn how to set up a Relay playbook that automatically creates a new task in ClickUp whenever a deal stage is changed in Pipedrive. Tired of juggling Pipedrive deal stages and ClickUp tasks? Try Relay! No more chasing updates or drowning in data entry. Relay automates the tedious stuff so you can f

Try it

Create a new ClickUp task when a new product is added in Pipedrive Automatically add new projects in Pipedrive whenever a new ClickUp task is created Automatically update a specific task in ClickUp whenever a Pipedrive deal stage changes Update a specific Pipedrive task whenever a task status changes in ClickUp

Inspirational workflows

Visit the template gallery ➔

Meeting Notes Handler

Automatically process meeting recordings to extract action items and send follow-ups

Relay.app workflow screenshot: Meeting Notes Handler

AI Powered SaaS Support Agent

Automatically classify and respond to support emails while creating tasks and notifying your team

Relay.app workflow screenshot: AI Powered SaaS Support Agent

Zero-Touch Client Onboarding System (Form → Folder → Email)

Automatically create all client resources when onboarding form is submitted

Relay.app workflow screenshot: Zero-Touch Client Onboarding System (Form → Folder → Email)

New Client Onboarding as a Freelancer or Solopreneur

Relay.app workflow screenshot: New Client Onboarding as a Freelancer or Solopreneur

ClickUp Triggers

Task

add

Comment created

add

New task added

edit

Task changed

target

Task first meets conditions

Pipedrive Actions

Activity

add

Add activity

edit

Update activity

Deal

add

Add activity to deal

add

Add deal

person_add

Add follower to deal

person_add

Add participiant

add

Add product

attach_file

Attach deal to project

content_copy

Duplicate deal

Find deal(s)

edit

Update deal

schedule

Wait until deal stage reached

Lead

web_stories

Add activity to lead

person_add

Add lead for organization

person_add

Add lead for person

Create your own ClickUp + Pipedrive integration

Select a trigger in ClickUp

Select an action in Pipedrive

Create your workflow

Or automate Pipedrive + ClickUp

Select a trigger in Pipedrive

Select an action in ClickUp

Create your workflow

Connect ClickUp to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Pipedrive to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

6 ways to automate ClickUp with Relay.app

Whether it's syncing tasks across multiple project management apps, streamlining document management from Google Drive or Dropbox, or leveraging webhooks for custom integrations, Relay.app seamlessly connects ClickUp with the rest of your tech stack.

Jack Delaney

Mar 13, 2024

Guides

The best form automation software in 2024

Looking to streamline your workflow and reduce your workload? Form automation software transforms tedious manual processes into streamlined, automatic workflows, saving time and reducing errors

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Apr 17, 2024

Automation Ideas

7 Pipedrive automations for effortless lead management

Automate your Pipedrive CRM and go from warm lead to final sale faster than you can say "automation".

Jacob Bank

Mar 18, 2024

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect ClickUp to Pipedrive with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in ClickUp or Pipedrive to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize ClickUp and Pipedrive to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting ClickUp to Pipedrive?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate ClickUp and Pipedrive—give it a try and let us know what you think.

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