Guide

How to add Pipedrive deals for new ClickUp tasks

Learn how to set up a Relay playbook that automatically adds a new deal in Pipedrive whenever a new task is created in ClickUp. Managing deals and tasks across different platforms can be prone to error, but with Relay, you can seamlessly add Pipedrive deals as new tasks in ClickUp automatically. In this guide, we'll walk you through the step-by-step process of setting up this integration to streamline your workflow and improve collaboration between sales and project management teams.
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1

Create your playbook

To automate this workflow, you'll create a Relay playbook that runs automatically every time a new task is created in ClickUp.

Get started by signing up at Relay.app and clicking "New playbook." Give your new playbook a unique name and emoji.

2

Add the ClickUp "Task created" trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Task created" under ClickUp. Then, select the necessary lists. This trigger will automatically detect all the created tasks in ClickUp to add new deals in Pipedrive.

If this is your first time using a ClickUp integration in Relay, you'll be prompted to connect your ClickUp account.

3

Add the Pipedrive "Add deal" automation

Integrate the PIpedrive into your playbook to ensure prompt addition of deals in Pipedrive for all new tasks in ClickUp. Add a new step and select "Add deal" from the list of Pipedrive automations.

Connect Pipedrive to Relay if you haven't already, then fill out the mandatory and relevant details. You can reference fields from ClickUp to automatically pass along the right data.

4

Turn on the playbook

Activating your playbook is the final step to automate adding new deals in Pipedrive for new tasks in ClickUp. Once turned on, it will respond to added task in ClickUp by adding a new deal in Pipedrive without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

Get started with Relay.app

Sign up now and get started with your playbook today