KPL-1331
Pipedrive ClickUp

Keep Pipedrive and ClickUp updated automatically.

Today you keep your own track of new leads and deals and pass that on wherever it is needed. This connector fixes that, and we build it on request: what happens in Pipedrive lands in ClickUp by itself, in the shape ClickUp expects. Tell us what you need and we agree exactly what should travel.

TasksRows
The problem

What this connector takes off your hands

  • Today you keep your own track of new leads and deals and pass that on wherever it is needed.

  • Today you create the task or the row yourself, or you just remember it and that fails eventually.

What you get out of it

What Pipedrive to ClickUp saves you

  • Turn every new lead in Pipedrive into a ClickUp task automatically.
  • Turn a deal changing stage in Pipedrive into a ClickUp task automatically.
  • Turn every deal won in Pipedrive into a ClickUp task automatically.
The link

What travels across the link

Everything this connector moves between Pipedrive and ClickUp, and how often.

  1. Tasks

    to ClickUp automatically

    This lands in ClickUp as a task in the list or project you choose, so follow-up does not depend on someone remembering.

  2. Rows

    to ClickUp automatically

    This arrives in ClickUp as a new row, so your overview stays complete without you retyping anything.

Both sides

What each side expects

Pipedrive and ClickUp do not describe the world the same way. This is what has to line up.

ClickUp

A task list or table wants to know where something belongs, and only stays usable with a fixed layout.

In four steps

Setting it up

  1. 01

    Request the connector

    Let us know you want to link Pipedrive to ClickUp. We get in touch within 24 hours with a timeline.

  2. 02

    We agree what should travel

    Together we settle what should travel out of Pipedrive. A task list or table wants to know where something belongs, and only stays usable with a fixed layout.

  3. 03

    We build and test

    You see the connector run on a few test records before anything becomes final.

What you need

  • An account you administer, with access to the data you want linked.
  • An account with edit rights, and the list or project it should land in.

Where it runs

On app.schakel.app, with your own Schakel account. No webshop required.

We build this connector on request. Tell us what you need and we reply within 24 hours.

Common questions

Can you connect Pipedrive to ClickUp?

Yes. Schakel connects through the official APIs of Pipedrive and ClickUp, so you install nothing on your own server and nothing travels outside those two parties.

Which ClickUp project or list do the tasks land in?

The project or list you choose. That keeps everything in one place rather than scattered, and follow-up does not depend on someone remembering.

Can I decide what goes into the ClickUp task or row?

Yes. When setting it up you pick which details from Pipedrive come along, so a task or row in ClickUp has just enough context.

Which details of an Pipedrive contact travel to ClickUp?

The details you pick when setting it up, such as name, company, email and the fields you need, so ClickUp has enough without needless noise.

What does connecting Pipedrive and ClickUp cost?

You start free and only pay once the connector is really running. After that the same tiers apply as for any other connector, based on how much runs through it each month.

How often does Pipedrive sync with ClickUp?

That depends on your tier: hourly on the free tier up to real time on the unlimited tier. You can always start a sync yourself as well.

What if Pipedrive or ClickUp is briefly unavailable?

Nothing gets lost. Schakel retries later and the log shows exactly what happened, so at most you notice something coming through a little later.

How do I connect Pipedrive to ClickUp?

You give Schakel access to Pipedrive and ClickUp once and pick what should travel. We set it up together with you, so no technical knowledge is needed, and after that it runs by itself.

Missing something you need?

Tell us what Pipedrive and ClickUp should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.