Stop copying deals into tasks manually. Our integration automatically creates ClickUp projects and tasks from your templates when deals move through your Pipedrive pipeline.
Join the Waitlist →546+
people on ClickUp's feedback board have requested a native Pipedrive integration — and counting.
Source: ClickUp Feature Requests
Planned Features
Based on real feedback from hundreds of users who need Pipedrive and ClickUp to work together.
Automatically create ClickUp projects from your templates when deals move through your Pipedrive pipeline stages. No more manual handoffs.
Assign different ClickUp templates to each pipeline stage. Move a deal to "Contracting"? Your legal team gets their full task checklist created automatically from a template.
Use your existing ClickUp templates to spin up projects and task lists automatically. Define your ideal structure once, and let every new deal follow the same playbook.
Automatically assign tasks to the right people. Delivery, legal, onboarding — everyone gets their work without needing Pipedrive access.
Map Pipedrive custom fields to ClickUp. Deal type, value, contacts — carry the context that matters into your project tasks.
Example Workflows
Here are just a few of the workflows you'll be able to set up.
Pipedrive: Deal won →
ClickUp: Create onboarding project
When a deal is won, a full project with tasks, subtasks, and assignees is created in ClickUp from your chosen template — ready to go.
Pipedrive: Stage changed to "Contracting" →
ClickUp: Create legal review tasks
Pipeline stage changes trigger task lists for the right team. Legal, finance, operations — everyone stays in the loop.
Be the first to know when the ClickUp + Pipedrive integration launches. Early access members get priority onboarding.
We'll let you know as soon as the integration is ready for early access.