HubSpot
ClickUp
zapier

An automated workflow using zapier

Connects HubSpot + ClickUp

Create ClickUp tasks from new HubSpot form submissions

About this workflow template

This automation scenario allows you to connect HubSpot and ClickUp

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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.

HubSpot and ClickUp can also be integrated using automation tools other than zapier:

Diagram

Create ClickUp tasks from new HubSpot form submissions
Workflow diagram: HubSpot + ClickUp integration

How it works?

When this trigger fires in HubSpot

HubSpot

New Form Submission in HubSpot

Triggers when a form is submitted.

Then these actions happen in HubSpot and HubSpot

ClickUp

Create Task in ClickUp

Creates a new task.

HubSpot

New Form Submission in HubSpot

Triggers when a form is submitted.

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 form submissions.

Part I

Configure Applications

First, we need to connect HubSpot and ClickUp to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect HubSpot to Zapier.

    Connect HubSpot to Zapier.

    Give Zapier access to your HubSpot account, using HubSpot credentials.

  • Connect ClickUp to Zapier.

    Connect ClickUp to Zapier.

    Give Zapier 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 Zapier.

  • Set up a Trigger action for HubSpot

    Set up a Trigger action for HubSpot

    Choose the following trigger: New Form Submission (Triggers when a form is submitted.).

  • Then set up an Action for ClickUp

    Then set up an Action for ClickUp

    Choose this action: Create Task (Creates a new task.).

  • Then set up another Action for HubSpot

    Then set up another Action for HubSpot

    Choose this action: New Form Submission (Triggers when a form is submitted.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between HubSpot and ClickUp.

  • Test the workflow and turn it on for production use

    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 form submissions!

Supported triggers and actions

  • HubSpot

    New form submission

    Triggers when a form is submitted.

    zapier
    triggerbyzapier
  • HubSpot

    New contact

    Triggers when new contact is available.

    zapierautomateio
    triggerbyzapierautomateio
  • HubSpot

    New contact in list

    Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.

    zapierautomateio
    triggerbyzapierautomateio
  • HubSpot

    New deal

    Triggers when new deal is available.

    zapier
    triggerbyzapier
  • HubSpot

    New contact property change

    Triggers when a specified property is provided or updated on a contact.

    zapier
    triggerbyzapier
  • HubSpot

    Updated deal stage

    Triggers when a deal enters a specified stage.

    zapier
    triggerbyzapier
  • ClickUp

    Create task

    Creates a new task.

    zapierintegrately
    actionbyzapierintegrately
  • ClickUp

    Create a task

    Creates new task in a specific list or sub-task in a specific task.

    integromat
    actionbyintegromat
  • ClickUp

    Create list

    Creates a new list

    zapierintegrately
    actionbyzapierintegrately
  • ClickUp

    Post a task comment

    Post a comment to a task

    zapierintegromat
    actionbyzapierintegromat
  • ClickUp

    Create folder

    Creates a new folder

    zapierintegrately
    actionbyzapierintegrately
  • ClickUp

    Create subtask

    Creates a new subtask

    zapierintegrately
    actionbyzapierintegrately

Apps you need

HubSpot

HubSpot

Email Marketing

An inbound marketing, sales and customer service online platform

HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.

ClickUp

ClickUp

Project Management

A Comprehensive Productivity and Project Management Tool

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.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.