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Integrate HubSpot CRM with ClickUp

Appy Pie Connect allows you to automate multiple workflows between HubSpot CRM and ClickUp

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About HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

About ClickUp

ClickUp is a cloud-based collaboration and project management platform that allows you to manage your work and personal tasks in an efficient way. From assigning tasks, to holding discussions, to creating milestones and tracking timesheets for individual or shared projects, ClickUp delivers the right features in an intuitive interface.

ClickUp Integrations
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Best ways to Integrate HubSpot CRM + ClickUp

  • HubSpot CRM Integration ClickUp Integration

    HubSpot CRM + ClickUp

    Post a Task Comment in ClickUp when New Deal is created in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM Integration New Deal
     
    Then do this...
    ClickUp Integration Post a Task Comment
  • HubSpot CRM Integration ClickUp Integration

    HubSpot CRM + ClickUp

    Create Folder to ClickUp from New Deal in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM Integration New Deal
     
    Then do this...
    ClickUp Integration Create Folder
  • HubSpot CRM Integration ClickUp Integration

    HubSpot CRM + ClickUp

    Create List to ClickUp from New Deal in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM Integration New Deal
     
    Then do this...
    ClickUp Integration Create List
  • HubSpot CRM Integration ClickUp Integration

    HubSpot CRM + ClickUp

    Create Task to ClickUp from New Deal in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM Integration New Deal
     
    Then do this...
    ClickUp Integration Create Task
  • HubSpot CRM Integration ClickUp Integration

    HubSpot CRM + ClickUp

    Create Subtask to ClickUp from New Deal in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM Integration New Deal
     
    Then do this...
    ClickUp Integration Create Subtask
  • HubSpot CRM Integration {{item.actionAppName}} Integration

    HubSpot CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect HubSpot CRM + ClickUp in easier way

It's easy to connect HubSpot CRM + ClickUp without coding knowledge. Start creating your own business flow.

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • New Folder

    Triggers when new folders are created.

  • New List

    Triggers when new lists are created.

  • New Task

    Triggers when tasks are added.

  • Updated Task

    Triggers when tasks updated.

    Actions
  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Create Folder

    To Creates a new folder

  • Create List

    Creates a new list

  • Create Subtask

    Creates a new subtask

  • Create Task

    Creates a new task.

  • New Checklist

    Add a checklist to a task

  • Post a Task Comment

    Post a comment to a task

  • Update Task

    Updates an existing task.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How HubSpot CRM & ClickUp Integrations Work

  1. Step 1: Choose HubSpot CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick ClickUp as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from HubSpot CRM to ClickUp.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of HubSpot CRM and ClickUp

HubSpot CRM?

Hubspot is a marketing software platform that provides businesses with customer relationship management (CRM), email marketing, and sales/marketing automation in one place. It offers live chat, instant messaging, video chat, screen sharing, file uploads, and more. With the help of their live chat and video chat service, businesses can communicate with customers on the website directly.

  • ClickUp?
  • ClickUp is a project management top for teams that helps them organize work and projects, communicate with each other and track their progress. It also provides an opportunity to measure performance metrics and evaluate productivity of the team. The main feature of ClickUp is the ability to break down your work into a task list, create subtasks, attach files, set due dates and use hashtags for easy communication.

  • Integration of HubSpot CRM and ClickUp
  • Integration of HubSpot CRM and ClickUp greatly simplifies work of companies by automating many processes. Now you can connect data from HubSpot CRM to ClickUp. This integration helps you synchronize your ClickUp project lists with your HubSpot contacts and leads. Here are some benefits of integration of HubSpot CRM and ClickUp:

    Integration of HubSpot CRM and ClickUp makes it easier for you to understand client’s preferences, requirements, and feedback. This will help you adjust your strategies better;

    You can easily see contact information like phone number, email address and other details in your project list;

    It allows you to create tasks in ClickUp based on contact emails from HubSpot CRM;

    There is no need to manually transfer data from one top to another. Everything happens automatically;

    It will save your time because you do not have to enter all information again. Instead, you just need to add a new contact in ClickUp or update existing ones in order to integrate them with HubSpot CRM;

    You can quickly send out a survey to your clients through ClickUp. For example, if you want feedback about your product or service then you can use a short survey instead of sending several individual messages;

    With the help of integration of HubSpot CRM and ClickUp you can automatically add new contacts from HubSpot CRM to existing groups in ClickUp. If someone joins your company as a new employee, his contact information will be added automatically to an existing group in ClickUp;

    The integration of HubSpot CRM and ClickUp allows you to schedule automatic emails in HubSpot CRM based on events created in ClickUp;

    Integration of HubSpot CRM and ClickUp eliminates the need to switch between tops because all data is located in one place;

    You can easily create new projects in ClickUp directly from the contact page in HubSpot CRM;

  • Benefits of Integration of HubSpot CRM and ClickUp
  • There are several benefits of integration of HubSpot CRM and ClickUp:

    The process to integrate HubSpot CRM and Chatter may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.