Tadej Jevševar great you start it.

1) I don't want to create or at least use tasks in Pipedrive, but in Clickup- the double work leads to ignoring both --> this is my #1 Problem (and the reason in the

2) I would like tasks and/lists created automatically when I e.g create a deal or move it through the pipeline (also in the different steps), ideally able to assign these tasks automatically to also others besides me. e.g. a deal gets to "contracting" Phase, I need my law people to get their tasks set up, but they don't need to access it on pipedrive.

3) I want a link between the list and the deal - in the task as well as in the deal

(i might have some other things - but these are the most pressing).

good luck :-)

Antonia