HubSpot integration

  • Updated

Integrate with HubSpot to automatically transfer information into ClickUp.

What you'll need

Authenticate HubSpot

To begin, a Workspace owner or admin must authenticate HubSpot in ClickUp. To do so:

  1. In the lower-left corner, click your personal avatar.
  2. Click My Settings.
  3. In the left sidebar, click Integrations.
  4. Select HubSpot.
  5. At the bottom, click Add to HubSpot.
    Screenshot highlighting the 'add to HubSpot' button on the HubSpot integration page in ClickUp.
  6. 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:

  1. In HubSpot, go to the Workflows page.
  2. In the upper-right corner, click Create workflow.
  3. In the sidebar, click Deal-based.
  4. In the upper-right corner, click Next.
  5. Click Set up triggers.
  6. Under Filter type, select Deal.
  7. Select a trigger from the available options.
    Screenshot showing several trigger types in HubSpot.
  8. Click Save.
    Screenshot highlighting the 'save' option in HubSpot's 'create a task' modal.
  9. 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.
  10. Using the Choose an action menu on the right, scroll down to ClickUp.
  11. Select Create a task.
  12. 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.

  13. At the bottom, click Save.
  14. In the upper-right corner, click Review and publish.
  15. Answer any questions prompted by HubSpot.
  16. 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

When a task is created using HubSpot or a task comment includes a HubSpot URL, a link to the HubSpot object is automatically added to the Relationships section of the task modal.
Screenshot showing a HubSpot link in the 'relationships' section of a task modal.

The Relationships ClickApp must be enabled by a Workspace owner or admin.

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