How to Integrate Pipedrive with ClickUp
You can achieve this integration using automation tools like Zapier. Here’s a step-by-step guide
to set up this integration.
- Log in to Zapier, click on "Create," and then select "Zaps" to get started.
- Click "Trigger" to proceed.
- Search for "Pipedrive" to set it as Trigger App.
- Choose a trigger event.
- Sign in to your Pipedrive account and click "Continue."
- Click “Test trigger.”
- Click "Continue with selected record."
- Search and select "ClickUp" as the action app.
- Choose an event under ClickUp.
- Login to your ClickUp account then click "Connect Workspace."
- After signing in, click “Continue.”
- Complete and customize the required fields, then select "Continue."
- Click “Test step.”
- Select "Publish" to complete the integration.
Completing these steps will integrate Pipedrive with ClickUp, boosting your content management and productivity.
This website uses cookies to ensure you get the best experience on our website. Learn More
Got it