ClickUp + Pipedrive integrations: work smarter

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

Example ClickUp + Pipedrive workflows

ClickUp Triggers
Task
ClickUp logo
add
New task added
ClickUp logo
edit
Task changed
ClickUp logo
target
Task first meets conditions
Pipedrive Actions
Activity
Pipedrive logo
add
Add activity
Pipedrive logo
edit
Update activity
Deal
Pipedrive logo
add
Add activity to deal
Pipedrive logo
add
Add deal
Pipedrive logo
person_add
Add follower to deal
Pipedrive logo
person_add
Add participiant
Pipedrive logo
add
Add product
Pipedrive logo
attach_file
Attach deal to project
Pipedrive logo
content_copy
Duplicate deal
Pipedrive logo
search
Find deal(s)
Pipedrive logo
edit
Update deal
Pipedrive logo
schedule
Wait until deal stage reached
Lead
Pipedrive logo
web_stories
Add activity to lead
Pipedrive logo
archive
Archive lead
Pipedrive logo
search
Find lead(s)
Pipedrive logo
person_add
Get or add lead for organization
Pipedrive logo
person_add
Get or add lead for person
Pipedrive logo
edit
Update lead
Note
Pipedrive logo
add
Add note
Pipedrive logo
add
Add note comment
Pipedrive logo
edit
Update note
Pipedrive logo
edit
Update note comment
Organization
Pipedrive logo
web_stories
Add activity to organization
Pipedrive logo
person_add
Add follower to organization
Pipedrive logo
search
Find organization(s)
Pipedrive logo
storefront
Get or add organization
Pipedrive logo
storefront
Update or add organization
Pipedrive logo
edit
Update organization
Person
Pipedrive logo
web_stories
Add activity to person
Pipedrive logo
add
Add person
Pipedrive logo
search
Find person / people
Pipedrive logo
person_add
Get or add person
Pipedrive logo
add
Update or add person
Pipedrive logo
edit
Update person
Product
Pipedrive logo
person_add
Add follower to product
Pipedrive logo
add
Add product
Pipedrive logo
search
Find product(s)
Pipedrive logo
edit
Update product
Project
Pipedrive logo
web_stories
Add activity to project
Pipedrive logo
add
Add project
Pipedrive logo
archive
Archive project
Pipedrive logo
delete
Delete project
Pipedrive logo
search
Find project(s)
Pipedrive logo
edit
Update project
Task
Pipedrive logo
add
Add task
Pipedrive logo
search
Find task(s)
Pipedrive logo
edit
Update task
Pipedrive logo
schedule
Wait until project task done
Pipedrive Triggers
Activity
Pipedrive logo
add
Activity added
Deal
Pipedrive logo
add
Deal added
Pipedrive logo
payments
Deal closed
Pipedrive logo
payments
Deal lost
Pipedrive logo
conversion_path
Deal stage changed
Pipedrive logo
edit_square
Deal updated
Pipedrive logo
payments
Deal won
Lead
Pipedrive logo
add
Lead added
Organization
Pipedrive logo
add
Organization added
Pipedrive logo
edit_square
Organization updated
Person
Pipedrive logo
add
Person added
Pipedrive logo
edit_square
Person updated
Product
Pipedrive logo
add
New product added
Pipedrive logo
edit
Product changed
Pipedrive logo
target
Product first meets conditions
Project
Pipedrive logo
add
Project added
Pipedrive logo
conversion_path
Project phase changed
Pipedrive logo
task_alt
Project status changed
ClickUp Actions
Folder
ClickUp logo
add
Create folder
ClickUp logo
search
Find folder(s)
List
ClickUp logo
add
Create list
ClickUp logo
search
Find list(s)
ClickUp logo
edit
Update list
Task
ClickUp logo
add_comment
Add comment to task
ClickUp logo
add_task
Create task
ClickUp logo
box_add
Create task from template
ClickUp logo
search
Find task(s)
ClickUp logo
edit
Update task
ClickUp logo
upload_file
Upload attachment

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

FAQ

  • What is Relay.app?

    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?

    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?

    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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