An automated workflow using integromat
Connects HubSpot + ClickUp
Create ClickUp tasks from new HubSpot CRM contacts
About this workflow template
This automation scenario allows you to connect HubSpot and ClickUp
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
HubSpot and ClickUp can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in HubSpot
Watch Records in HubSpot
Triggers when a contact, a company, or a deal has been recently modified or created within last 30 days. The output is limited to 10K.
Then this action happens in ClickUp
Create a Task in ClickUp
Creates new task in a specific list or sub-task in a specific task.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create ClickUp tasks from new HubSpot CRM contacts.
Part I
Configure Applications
First, we need to connect HubSpot and ClickUp to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect HubSpot to Make.com.
Give Make.com access to your HubSpot account, using HubSpot credentials.
Connect ClickUp to Make.com.
Give Make.com access to your ClickUp account, using ClickUp credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for HubSpot
Choose the following trigger: Watch Records (Triggers when a contact, a company, or a deal has been recently modified or created within last 30 days. The output is limited to 10K.).
Then set up an Action for ClickUp
Choose this action: Create a Task (Creates new task in a specific list or sub-task in a specific task.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HubSpot and ClickUp.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create ClickUp tasks from new HubSpot CRM contacts!
Related Automation Templates
Supported triggers and actions
New form submission
Triggers when a form is submitted.
triggerbyzapierNew contact
Triggers when new contact is available.
triggerbyzapierautomateioNew contact in list
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
triggerbyzapierautomateioNew deal
Triggers when new deal is available.
triggerbyzapierNew contact property change
Triggers when a specified property is provided or updated on a contact.
triggerbyzapierUpdated deal stage
Triggers when a deal enters a specified stage.
triggerbyzapier
Create task
Creates a new task.
actionbyzapierintegratelyCreate a task
Creates new task in a specific list or sub-task in a specific task.
actionbyintegromatCreate list
Creates a new list
actionbyzapierintegratelyPost a task comment
Post a comment to a task
actionbyzapierintegromatCreate folder
Creates a new folder
actionbyzapierintegratelyCreate subtask
Creates a new subtask
actionbyzapierintegrately
Apps you need
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
ClickUp is a highly-rated, cloud-based project management tool that consolidates tasks, docs, chat, and goals into a single, customizable platform. Used by top companies like Airbnb, Google, and Uber, it's perfect for anyone looking to simplify their workload.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
