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.
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
HubSpot CRM + ClickUpPost a Task Comment in ClickUp when New Deal is created in HubSpot CRM Read More...
It's easy to connect HubSpot CRM + ClickUp without coding knowledge. Start creating your own business flow.
Triggers when a new company is created.
Triggered every time a new contact is created in HubSpot.
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Triggers when a new deal is created.
Triggers when a new deal enters a stage.
Triggers when new folders are created.
Triggers when new lists are created.
Triggers when tasks are added.
Triggers when tasks updated.
Associates the deal with dealId with the contact.
Creates a new company.
Creates a new deal.
Create a new contact or update an existing contact based on email address.
Updates an existing company.
Updates an existing deal.
To Creates a new folder
Creates a new list
Creates a new subtask
Creates a new task.
Add a checklist to a task
Post a comment to a task
Updates an existing task.
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 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 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;
There are several benefits of integration of HubSpot CRM and ClickUp:
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