Start onboarding when a Pipedrive deal is won

When a Pipedrive deal is won, creates a ClickUp onboarding task due in 3 days and cheers the win in Slack.

RPRyan Peng · 1 workflow · Updated Nov 13, 2026

UsesClickUpPipedriveSlack

Start onboarding when a Pipedrive deal is won

PipedriveWhen a deal is won. Save it as deal.When a deal is won. Save it as deal.

Create the onboarding taskCreate task 'Kick off onboarding: deal.title' in list (not set). Save it as task. Due in days: 3Deal won in Pipedrive, worth deal.value deal.currency.ClickUp

Tell the team in SlackSend message to channel. Save it as announced.:tada: Deal won: deal.title (deal.value deal.currency) Onboarding task: task.urlSlack