When a prospective client fills out your Typeform intake form, this automation creates a new contact in Pipedrive and opens a matching project in ClickUp — all within seconds. Your sales team sees the lead right away, and your delivery team already has a project folder waiting. No one has to copy data by hand.
Connect your Typeform to n8n using the Typeform trigger node.
Map the form fields (name, company, email, project type) to Pipedrive contact and deal fields; create both with a single n8n action.
Add a ClickUp node to create a new task or project from a template, pre-filled with the client's details.
Send a Slack message to your delivery channel with the new client's name and project link.
Test with a dummy submission and confirm all three tools update within 10 seconds.
Create a free account to get the steps written out for your tools, click by click.
Create a free accountEliminate double data entry and cut the time you spend on client onboarding setup.
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Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
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