Sync Pipedrive deals to ClickUp tasks automatically. Keep your sales and project teams aligned without manual updates or missed handoffs.

Automatically Turn Pipedrive Deals into ClickUp Projects

Stop creating projects manually. PickUp connects your Pipedrive pipeline to ClickUp so that every time a deal reaches your chosen stage, a fully structured project is created automatically, using your existing ClickUp templates. Set it up once and it runs forever. How it works:

• Connect your Pipedrive and ClickUp accounts in one click
• Choose which Pipedrive deal stage triggers a new ClickUp project
• Select which ClickUp template to use for that trigger
• Every qualifying deal instantly becomes a perfectly structured project in ClickUp

What you get:

• Instant handoffs: deal closes at 3pm, project is ready at 3:01pm
• Consistent project structure every time, using templates you already have
• Pipedrive deal details mapped directly into your ClickUp project automatically
• Zero missed deals: every won deal becomes a project without anyone lifting a finger

Who it's for:

Agencies, SaaS companies, and service businesses who use Pipedrive to win work and ClickUp to deliver it. No code, no complexity, no ongoing maintenance required.

Set up in 2 minutes. Then forget about it forever.

PickUp (PipedriveClickUp) is designed to be up and running in under 2 minutes. Here's everything you need to get started:

What you'll need:

• An active Pipedrive account
• An active ClickUp account with at least one Space and templates already set up. (The template must have been been used at least once in ClickUp)

Step 1: Create your PickUp account

Visit pipedriveclickup.com and sign up for a free trial.

Step 2: Connect Pipedrive

Click "Connect Pipedrive" and you'll be taken to Pipedrive's secure OAuth login. Grant PickUp permission to access your pipelines and deal data. You'll be redirected back automatically once connected.

Step 3: Connect ClickUp

Click "Connect ClickUp" and follow the same secure OAuth process. Select the ClickUp Workspace you want projects to be created in.

Step 4: Configure your automation

Choose which Pipedrive pipeline and stage should trigger a new project, for example, "Closed Won". Then select which ClickUp Space, Folder, and template to use when that trigger fires.

Step 5: Test it

Move a deal to your chosen stage in Pipedrive and watch the project appear in ClickUp within seconds.

That's it. From this point on, every deal that reaches your chosen stage will automatically generate a fully structured ClickUp project with no further action needed.