free
free

Supercharge your sales and project management with seamless ClickUp and Pipedrive integration, powered by Make, enhancing productivity and efficiency.

Manage my projects, Automate my pipeline and data

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This app is either entirely free or offers some features for free. There may be limits on how much you can use certain features for free, and you might need to open paid account to access all features.

Description

Welcome to a new era of productivity with the powerful integration of ClickUp and Pipedrive through Make.

By bringing together ClickUp's robust task and time management features with Pipedrive's sophisticated CRM capabilities, we provide a platform that truly transforms the way you do business.

This integration empowers your team to:

  • Automatically sync tasks in ClickUp with people in Pipedrive and vice-versa, ensuring real-time updates across both platforms​.
  • Utilize ClickUp's extensive customization options to tailor your workflow to perfectly suit your needs.
  • Collaborate more effectively with shared access to tasks, comments, and project updates​​.
  • Automate reporting and streamline workflows, saving hours of manual work and letting your team focus on what matters most​

Experience the power of unified sales and project management, and elevate your operations to new heights of efficiency and success.

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Installation instructions

Getting started with the Pipedrive and ClickUp integration via Make is straightforward:

  1. Sign Up: Register for an account on Make if you haven't done so already.
  2. Connect Your Accounts: Head over to the integrations page, select Pipedrive and ClickUp, and follow the instructions to link your accounts. For this step you can use the following video
  3. Customize Your Settings: Decide what data you wish to synchronize between Pipedrive and ClickUp. You have the option to sync contacts, deals, and much more.
  4. Activate the Integration: Once you're satisfied with your settings, activate the integration.
  5. If you have any questions visit Make Academy to learn more.

Visit Pipedrive and ClickUp documentation pages to gain the value from this integration

Your Pipedrive and ClickUp data will now automatically synchronize based on your chosen preferences.

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