Guide

How to 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 focus on sealing deals and hitting milestones. In this guide, we'll show you how to set up the automation on automatically creating ClickUp tasks whenever a deal stage is updated in Pipedrive. Ensuring relevant tasks are created in ClickUp the moment a deal is added in Pipedrive.
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1

Create your playbook

To automate this workflow, you'll create a Relay playbook that runs automatically every time a deal stage changes 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 stage changed" 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 stage changed" under Pipedrive. Then, select the specific deal stage. This trigger will automatically detect all the deals that have been changed in Pipedrive to create tasks 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 deal changes 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 deal changes in Pipedrive. Once turned on, it will respond to deal changes 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.

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Sign up now and get started with your playbook today