Try popular ClickUp + Pipedrive automations

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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
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Add
row in Coda when ClickUp task is created

How to integrate ClickUp + Pipedrive

Install from Chrome Web Store Icon
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

Build your own ClickUp + Pipedrive workflow in no time with AI

Everyone’s workflow is unique. Build an automation in minutes with a few line of text.

Learn more

Integration tips for ClickUp + Pipedrive

Loved by over 300k users

This playbook saves me at least 1-2 hours everyday. It normally takes me 60-90 mins to copy-paste 20 restaurant’s contact info and important restaurant information each day. This playbook will do it in about 5 minutes. Absolute game changer!
"This playbook saves me at least 1-2 hours everyday. It normally takes me 60-90 mins to copy-paste 20 new jobs and the accompanying information each day. This playbook will do it in about 5 minutes. Absolute game changer!"
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 activity
Action
Create comment to ClickUp task
Action
When ClickUp task is done
Trigger
Create Pipedrive deal
Action
Find Pipedrive note
Action
When ClickUp task is created
Trigger
Get ClickUp assignee from task
Action
Find ClickUp tasks
Action
Find Pipedrive deals
Action
Get ClickUp task URL
Action
Find Pipedrive organization
Action
Update Pipedrive person
Action
Create ClickUp task
Action
Create Pipedrive organization
Action
When clickup list is created
Trigger
Create Pipedrive person
Action
Find Pipedrive person
Action
Create Pipedrive note
Action

Learn more about the apps

Integrate any app with ClickUp + Pipedrive

Affinity Airtable Amazon Appsumo Asana Capterra Clearbit Clutch Coda Craigslist Crunchbase DeepL Dropbox eBay Eventbrite Facebook Fiverr FlexJobs G2 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 Miro Monster.com Notion OpenAI Product Hunt Realtor.com Reddit Redfin Remote OK Salesforce SEEK Slack SMS Snov.io Telegram ThemeForest TikTok Trello Twitter Upwork Webex Whatsapp WordPress Yelp YouTube Zapier Zillow Zoom

Frequently asked questions

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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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