Guide

How to create new tasks in ClickUp for new deals in Pipedrive

Learn how to set up a Relay playbook that automatically creates a new task in ClickUp whenever a new deal is added in Pipedrive. Managing new deals and ensuring that corresponding tasks are promptly created can be a challenge for sales and project management teams. In this guide, we'll show you how to seamlessly sync new deals in Pipedrive with task creation in ClickUp using Relay, streamlining your workflow and improving efficiency. Let's dive in and discover how to automate task creation in ClickUp for new deals in Pipedrive using Relay effectively.
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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 deal is added in Pipedrive.

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

2

Add the Pipedrive "Deal added" 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 "Deal added" under Pipedrive. Then, select key deal information such as the deal name and value. This trigger will automatically detect all the deals that have been added in Pipedrive to create a task in ClickUp.

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

3

Add the ClickUp "Create task" automation

Integrate the ClickUp into your playbook to ensure prompt creation of tasks in ClickUp for deals added in Pipedrive. Add a new step and select "Create task" from the list of ClickUp automations.

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

4

Turn on the playbook

Activating your playbook is the final step to automate creating new tasks in ClickUp for a deal added in Pipedrive. Once turned on, it will respond to newly added deals in Pipedrive by creating new tasks in ClickUp 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