Integration of ClickUp and Pipedrive via Bardeen.ai provides a powerful solution for team collaboration, project management, and sales process automation. ClickUp is a productivity platform enabling teams to manage their work in a single, unified place, while Pipedrive is a sales-focused CRM designed to simplify tracking deals and managing sales pipelines. Combining these platforms through Bardeen.ai allows users to automate tasks across both tools, enhancing productivity and efficiency. For example, you can qualify LinkedIn companies and save to Pipedrive or create a ClickUp task from a TikTok profile.

By leveraging the integration of ClickUp and Pipedrive, teams can automatically capture information from other apps and send them directly to Pipedrive. This enables real-time data synchronization between both platforms, reducing manual data entry, eliminating errors, and ensuring teams have the most up-to-date information. Moreover, with Bardeen.ai, you can create automations that run locally or in the cloud, ensuring that your workflows remain seamless, even when your device is off.

Try popular ClickUp + Pipedrive automations

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Copy
the currently opened LinkedIn job post to a ClickUp list
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Qualify
LinkedIn Companies and Save to Pipedrive
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Save
Realtor.com property as a Pipedrive note
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Save
Zillow property as a Pipedrive note
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Create
a new Pipedrive person when a label is added in Gmail
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Create
ClickUp tasks from a list of the upcoming week's meetings every Monday
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Create
a Pipedrive note with the summary of an email
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Save
Crunchbase company to Pipedrive
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Summarize
and save new emails to ClickUp using OpenAI
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Enrich
TikTok links and create ClickUp tasks
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Get
Product Hunt product data and save it in ClickUp as a new task
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Create
a ClickUp task, when an email with a negative sentiment is received
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Save
labeled emails to ClickUp, including attachments stored on Dropbox
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Save
labeled emails to ClickUp, including attachments stored on Google Drive
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Copy
all ClickUp tasks in a specific project to Jira.
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Copy
all Jira issues to ClickUp
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Create
a new Jira issue from a ClickUp task
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Generate
a list of tasks from a HubSpot ticket using OpenAI and save them to ClickUp as new tasks.
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Copy
all HubSpot tickets to ClickUp
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Copy
all Pipedrive contacts to Coda
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Copy
all Pipedrive contacts to Airtable
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Copy
all Pipedrive contacts to Notion
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Send
a Pipedrive deal's information in Slack
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Create
a ClickUp task from a TikTok profile
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Copy
all Pipedrive organizations to Airtable
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Copy
all Pipedrive deals to Coda
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Copy
all Pipedrive deals to Notion
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Copy
all Pipedrive organizations to Coda
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Copy
all Pipedrive organizations to Notion
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Copy
all Pipedrive deals to Airtable
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Add
ChatGPT response as Pipedrive note to person
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Add
row in Airtable when ClickUp task is created

How to integrate ClickUp + Pipedrive

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Step 1
Install Bardeen extension from Chrome Web Store.
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Step 2
Find a pre-built automation.
OR
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Step 2
Let AI build the automation for you.
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Step 3
Run your automation.
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That’s it! More time to work on other things.
Bardeen Extension Window
Bardeen Builder Flow
Pipedrive
ClickUp
Pipedrive
ClickUp

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Integration tips for ClickUp + Pipedrive

Loved by over 300k users

"This playbook saves me at least 2 hours everyday. It normally takes me 60-90 mins to scrape 30 new jobs and the accompanying information each day. This playbook will do it in about 5 minutes. Absolute game changer!"
I was skeptical how AI and automation could make my business better (being in the moving industry), but after Dan used Bardeen to automate finding new moving leads, I've seen a 27% increase in new customers, especially real estate agents which is huge for us!
Bardeen saves me 7 hours per week! I highly recommend using Bardeen whether you are doing outreach on LinkedIn, Instagram, or Facebook.

Available actions & triggers

Create Pipedrive deal
Action
Update Pipedrive person
Action
When ClickUp task is created
Trigger
Get ClickUp task URL
Action
Find ClickUp tasks
Action
Find Pipedrive person
Action
Create Pipedrive activity
Action
Find Pipedrive deals
Action
When ClickUp task is done
Trigger
Find Pipedrive organization
Action
Find Pipedrive note
Action
Get ClickUp assignee from task
Action
Create Pipedrive organization
Action
Create Pipedrive person
Action
Create comment to ClickUp task
Action
When clickup list is created
Trigger
Create Pipedrive note
Action
Create ClickUp task
Action

Learn more about the apps

Integrate any app with ClickUp + Pipedrive

Affinity Airtable Amazon Apollo.io Appsumo Asana Bardeen Capterra Clearbit Clutch Coda Craigslist Crunchbase DeepL Dropbox eBay Eventbrite Facebook Fiverr FlexJobs Github Glassdoor Google Calendar Google Docs Google Drive Google Jobs Google Mail Google Maps Google Meet Google News Google Search Google Sheets Google Translate Google Travel Google Trends HubSpot Indeed Instagram Jira Linkedin Meetup Microsoft Outlook Miro Monster.com Notion OpenAI Product Hunt Realtor.com Reddit Redfin Remote OK Salesforce SEEK Slack SmartSuite SMS Snov.io Telegram ThemeForest TikTok Trello Twitter Upwork Webex Whatsapp WordPress Yelp YouTube Zapier Zillow Zoom

Frequently asked questions

What happens if I exceed my plan’s credit limit while using the ClickUp and Pipedrive integration?
Can I share my playbooks involving ClickUp and Pipedrive with my team?
Is my data secure when using the ClickUp and Pipedrive integration on Bardeen?
How does the integration between ClickUp and Pipedrive work on Bardeen?
Can I use the ClickUp and Pipedrive integration for free on Bardeen?
How to get started with Bardeen
Is my data secure?
Do I need to create an account?
How much does Bardeen cost?
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Actions & Triggers

Bardeen provides two types of automations called Playbooks and Autobooks.

Playbooks are automations that you launch manually. And Autobooks are the automations that get triggered automatically when something happens or on a specific date / time.

All automations are just a series of actions connected to each other.
Triggers tell the automation when it has to start the series of actions.
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