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Workflow Examples
When a new deal is created in HubSpot, a new task is added to ClickUp for the sales or delivery team.
When a contact’s lifecycle stage changes to “Customer” in HubSpot, Activepieces creates a client onboarding task in ClickUp.
When a new form submission is recorded in HubSpot, a related task is generated in ClickUp for follow-up.
Automate Your ClickUp-HubSpot Tasks Effortlessly
Bridge your CRM and task management tools in minutes. Activepieces helps sales and operations teams collaborate efficiently by turning HubSpot activity into ClickUp action items, keeping customer journeys organized from deal creation to delivery.
Simplify Sales and Operations Alignment
Eliminate communication gaps between teams. When deals, contacts, or forms are updated in HubSpot, ClickUp automatically reflects those changes through tasks and project updates. Your entire workflow—from lead tracking to project completion—stays in sync effortlessly.
Reliable, Scalable, Secure
Activepieces ensures ClickUp and HubSpot automations are executed securely using encrypted and authenticated connections. Whether you’re managing ten deals or thousands, your workflows scale safely with your business needs.
FAQs About ClickUp-HubSpot Integration
How can I integrate ClickUp with HubSpot?
You can connect ClickUp and HubSpot using Activepieces’ no-code builder. Select a HubSpot trigger such as “New Deal,” “Updated Contact,” or “New Form Submission,” then pair it with a ClickUp action like “Create Task” or “Update Task.” The automation runs automatically as data changes.
What types of workflows can I build with this integration?
You can create tasks from new deals, update existing projects when contact stages change, or generate ClickUp folders when HubSpot deals close. It’s ideal for syncing CRM data with project workflows.
Can I automatically create ClickUp tasks from HubSpot deals?
Yes, you can automatically generate ClickUp tasks whenever a new deal is created or when a deal reaches a particular stage in HubSpot. Tasks can include all mapped details such as deal name, value, and owner.
Can I keep ClickUp tasks updated based on HubSpot changes?
Absolutely. You can configure automations so that any HubSpot updates, like contact information or deal status, update corresponding ClickUp tasks to ensure accurate tracking.
Can I filter which HubSpot records trigger ClickUp actions?
Yes, Activepieces allows filters and conditional logic to control when tasks are created. For example, you can trigger tasks only for deals marked “Qualified” or forms from specific landing pages.
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