Sync Pipedrive Deals to ClickUp Tasks Automatically

Connect your CRM to your task manager so deals trigger tasks automatically.

Most teams have a gap between Pipedrive and ClickUp. Deals close, then someone has to remember to create tasks. Neotask closes that gap automatically.

Deal-Driven Task Creation

New deals and stage changes create ClickUp tasks with the right details.

Full Pipeline Visibility

ClickUp spaces reflect live Pipedrive pipeline data.

Custom Field Mapping

Map Pipedrive fields to ClickUp custom fields for rich task context.

What You Can Automate

Post-Sale Onboarding Tasks

Create a ClickUp onboarding task list when a deal is marked won.

Proposal Preparation

Generate ClickUp tasks for proposal drafting at the Proposal stage.

Pipeline Status Sync

Mirror deal stages to ClickUp task statuses.

Account Management Tasks

Create recurring ClickUp tasks from deal close dates.

Lost Deal Analysis

Log a ClickUp task for win-loss review when deals are lost.

How It Works

Connect tools

Authorize Pipedrive and ClickUp in Neotask.

Describe workflow

Define triggers and task destinations.

Tasks appear

Neotask monitors Pipedrive in real time.

Capabilities

Pipedrive Action	ClickUp Action	Use Case
Deal won	Create task in list	Onboarding launch
Deal at Proposal	Create prep task	Proposal workflow
Deal stage change	Update task status	Pipeline mirroring
New contact	Create intro call task	Lead follow-up
Deal lost	Create review task	Win-loss analysis

From Pipeline to Task List

Sales in Pipedrive. Operations in ClickUp. Information has to be hand-carried between them.

Key Advantages

Deal won creates ClickUp task with full context
Deal stages mirror to ClickUp task statuses
New contacts create intro call tasks
Activities log as ClickUp comments
Custom fields map precisely between tools

Try Asking Neotask

When a deal is won, create a ClickUp task in [list] with deal name, value, and assigned to [member].
When a deal reaches [stage], add a ClickUp task due [X days] out.
When a new contact is added from [source], create an intro call task in [space].
When a deal value exceeds [amount], create a high-priority task for executive review.
When a deal is lost with reason [reason], create a task in [review list].

Pro Tips

Tip

Create a ClickUp list mirroring each pipeline stage.

Tip

Use custom fields to store the Pipedrive deal ID.

Tip

Set due dates dynamically from expected close dates.

Frequently Asked Questions

Can ClickUp updates flow back to Pipedrive?

Yes. Bidirectional workflows are supported.

Can I create subtasks from deal triggers?

Yes. Parent tasks with pre-defined subtasks are supported.

Does it support ClickUp custom fields?

Yes. Map any Pipedrive field to any ClickUp field type.

Close the Gap Between Sales and Delivery

Deals close, tasks appear, work starts.

Start free

Plans

Free

$0/mo

Download without a card and start for free.

Individual

$50/mo

The full personal agent platform for one person.

Business

$100/mo

One company workspace with room to add your team.

Enterprise

$200/mo

Multiple workspaces and capacity for larger teams.

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