Create a task in ClickUp when a deal moves to a stage in Pipedrive

What each client fills in

ClickUp: List ID

For example from the list’s URL

Pipedrive: Stage ID

In Pipedrive, open the pipeline’s settings: the number at the end of the stage’s link.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

• 

  In the client’s Pipedrive: your avatar → Personal preferences → API → copy the token.

• 

  In the client’s ClickUp: avatar → Settings → Apps → API Token → Generate.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Connect the client’s Pipedrive, for “A deal moves to a stage”
2. Connect the client’s ClickUp, for “Create a task”
3. Fill in Pipedrive: Stage ID (In Pipedrive, open the pipeline’s settings: the number at the end of the stage’s link)
4. Fill in ClickUp: List ID (For example from the list’s URL)