Integrate with HubSpot to automatically transfer information into ClickUp.
What you'll need
- The HubSpot integration is available to Workspaces on the Unlimited Plan and above.
- Only Workspace owners and admins can set up integrations.
- The HubSpot integration only supports deal-based triggers.
To begin, a Workspace owner or admin must authenticate HubSpot in ClickUp. To do so:
- In the lower-left corner, click your personal avatar.
- Click My Settings.
- In the left sidebar, click Integrations.
- Select HubSpot.
- At the bottom, click Add to HubSpot.
- In the authorization popup window, select the HubSpot account you want to connect to ClickUp.
Create a ClickUp task using HubSpot
To create a task in ClickUp using HubSpot:
- In HubSpot, go to the Workflows page.
- In the upper-right corner, click Create workflow.
- In the sidebar, click Deal-based.
- In the upper-right corner, click Next.
- Click Set up triggers.
- Under Filter type, select Deal.
- Select a trigger from the available options.
- Click Save.
- In the middle of your screen, click the + icon.
- If this is your first time using the integration, click Connect an app in the upper-right corner and search for ClickUp.
- Using the Choose an action menu on the right, scroll down to ClickUp.
- Select Create a task.
- Customize your task:
- Choose a Workspace: Select your Workspace from the dropdown menu.
- Choose or create a Space: Select a Space for your task to live in or create a new one.
Keep your hierarchy organized and easy to navigate by using existing Spaces, Folders, and Lists for deals.
- Choose or create a Folder: Select a Folder for your task to live in or create a new one.
- Choose or create a List: Select a List for your task to live in or create a new one.
- Enter a task name: Name your task.
- Enter a task description: Give your task a description.
Click Deal token next to any option to include custom HubSpot data such as deal name, deal type, and amount.
- At the bottom, click Save.
- In the upper-right corner, click Review and publish.
- Answer any questions prompted by HubSpot.
- In the upper-right corner, click Turn on.
Available actions and triggers
The HubSpot integration only supports deal-based triggers.
The following actions can be triggered from HubSpot:
Navigate using Relationships
The Relationships ClickApp must be enabled by a Workspace owner or admin.