This application is a Self-Hosted Pipedrive-ClickUp Connector. It acts as an intelligent automation bridge that keeps your Sales team (Pipedrive) and Delivery/Project team (ClickUp) in perfect sync without manual data entry.
Here is the breakdown of its functionality:
1. Automated Project Kickoff
When a Deal is created or reaches a specific stage in Pipedrive:
- Creates Structure: The app automatically clones a pre-defined "Project Template" in ClickUp (creating a dedicated List and identifying Folder).
- Centralizes Data: It creates a "Master Task" (Card) in that ClickUp List containing all critical deal information:
- Deal Value & Currency
- Contact Person details (Name, Email, Phone)
- Formatted Notes: Automatically converts Pipedrive's HTML notes into clean, readable Markdown for ClickUp.
2. The "Feedback Loop" (Two-Way Sync)
- Pipedrive Update: Once the ClickUp project is created, the app writes the ClickUp Project URL back into a custom field in Pipedrive.
Benefit: Salespeople can jump straight to the project plan with one click. - Status Sync: When the Project Status changes in ClickUp (e.g., "In Progress" -> "Completed"), the app automatically updates the corresponding Status field in Pipedrive.
3. Enterprise-Grade Reliability
Unlike simple Zapier/Make automations, this app is built for scale:
- Anti-Duplicate Protection: Identifies if a webhook was sent twice and ignores duplicates.
- Infinite Loop Prevention: Smart logic prevents "Ping-Pong" updates where the two systems endlessly trigger each other.
- Time-Travel Queue (QStash): Creating large projects in ClickUp takes time. This app uses a "Queue" system to wait patiently (e.g., 30 seconds) for ClickUp to finish cloning before adding tasks, preventing common "List Not Found" errors.
In short: It turns a "Sales Won" event into a fully set-up "Delivery Project" instantly, securely, and without human error.
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Licencja MIT.