Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. First, click on the "Zaps" item in the left sidebar
2. Then click on the "Trigger" section to begin setting up your Zap
3. Click on the search box labeled and write Pipedrive
4. Select "Pipedrive" from the app search results
5. Choose an event in the Pipedrive trigger setup
6. Fill in the setup configuration and click "Continue with the selected record."
7. Search for and select "ClickUp" in the app search
8. Log in to your ClickUp account, then click "Connect Workspace"
9. Finally click on the "Publish" button and see the success message showing "Zap published"
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Why should you use this feature?
Pipedrive is a dynamic tool designed to optimize your sales process, ensuring you never miss an opportunity.
Integrating Pipedrive with ClickUp merges sales tracking with task management, streamlining operations for enhanced efficiency.
This synergy between platforms allows sales teams to track deals in Pipedrive while collaborating on tasks and projects in ClickUp, fostering improved communication and workflow.
By bringing these tools together, teams can enhance productivity, reduce manual data entry, and achieve goals faster.
Last update
December 9, 2025
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