HubSpot and ClickUp are two powerful platforms that, when integrated, can significantly enhance productivity and streamline operations. HubSpot is a comprehensive CRM platform that helps businesses grow by driving better customer relationships, while ClickUp is a productivity platform that enables teams to manage their tasks, docs, and communication in one place. By combining these two platforms, businesses can effectively manage leads, tickets, tasks, and contacts in a unified system. For instance, you can generate a list of tasks from a HubSpot ticket using OpenAI and save them to ClickUp as new tasks, which can save you an hour of manual work.

Furthermore, the integration of HubSpot and ClickUp can automate a multitude of tasks, from copying all HubSpot tickets to ClickUp to saving LinkedIn profiles and companies to HubSpot as new contacts. This integration empowers businesses to centralize their data and automate repetitive tasks, thus allowing teams to focus more on core business activities and less on manual data entry and task management.

Try popular ClickUp + HubSpot automations

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Generate
a list of tasks from a HubSpot ticket using OpenAI and save them to ClickUp as new tasks.
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Copy
all HubSpot tickets to ClickUp
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Get
social profiles and information of all participants of a meeting and save to HubSpot
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Sync
contact data in Google Sheets to HubSpot
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Enrich
contact information in a Google Sheet and create or update HubSpot contacts
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Update
a HubSpot contact's details, when a LinkedIn profiles's data changes
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Copy
the currently opened LinkedIn job post to a ClickUp list
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Save
LinkedIn profile & company to HubSpot as a new contact
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Qualify
a LinkedIn company and Save to HubSpot
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Get
HubSpot company info from a list of email addresses in Google Sheets
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Save
a Salesforce contact as a new HubSpot contact
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Save
a Salesforce account to HubSpot as new company
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Send
an SMS message when a HubSpot deal is created
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Send
a WhatsApp message when a HubSpot deal is created
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Create
draft email for a HubSpot contact using OpenAI
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Get
social profiles of a HubSpot contact
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Save
LinkedIn profile to HubSpot as a new contact
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Save
a HubSpot company as a new Salesforce account
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Save
a HubSpot contact as a new Salesforce contact
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Copy
all HubSpot companies to Salesforce as new accounts
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Copy
all HubSpot contacts to Salesforce as new contacts
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Create
ClickUp tasks from a list of the upcoming week's meetings every Monday
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Create
a HubSpot ticket, when an email is forwarded
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Save
Crunchbase company to HubSpot
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Summarize
and save new emails to ClickUp using OpenAI
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Summarize
and save new emails to HubSpot using OpenAI
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Copy
all HubSpot contacts to Google Sheets
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Create
HubSpot ticket
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Copy
all HubSpot contacts to Notion
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Copy
all HubSpot contacts to Airtable
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Copy
all HubSpot contacts to Coda
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Enrich
TikTok links and create ClickUp tasks

How to integrate ClickUp + HubSpot

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Step 1
Install Bardeen extension from Chrome Web Store.
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Step 2
Find a pre-built automation.
OR
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Step 2
Let AI build the automation for you.
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Step 3
Run your automation.
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HubSpot
ClickUp
HubSpot
ClickUp

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Integration tips for ClickUp + HubSpot

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"This playbook saves me at least 1-2 hours everyday! Absolute game changer!"
Bardeen saves me 3 hours per week and is a complete game changer! Now, I am able to automate the copy-pasting of founders and investors from LinkedIn to my Google Sheets. Thanks to Bardeen, I am more productive using LinkedIn for outreach.
I was skeptical how AI and automation could make my business better (being in the moving industry), but after Dan used Bardeen to automate finding new moving leads, I've seen a 27% increase in new customers, especially real estate agents which is huge for us!

Available actions & triggers

When a new Deal is created
Trigger
Get HubSpot Company
Action
Create HubSpot Ticket
Action
When HubSpot Company is created
Trigger
Get ClickUp assignee from task
Action
Get HubSpot Deal
Action
When a new Product is created
Trigger
When a new Contact is created
Trigger
Get HubSpot Product
Action
Create comment to ClickUp task
Action
Create HubSpot Product
Action
Delete HubSpot Contact
Action
Get HubSpot Ticket
Action
When ClickUp task is created
Trigger
Delete HubSpot Product
Action
When a new Company is created
Trigger
When HubSpot Product is created
Trigger
Create ClickUp task
Action
When HubSpot Deal is created
Trigger
When clickup list is created
Trigger
Delete HubSpot Company
Action

Learn more about the apps

Integrate any app with ClickUp + HubSpot

Affinity Airtable Amazon Apollo.io Appsumo Asana Bardeen Capterra Clearbit Clutch Coda Craigslist Crunchbase DeepL Dropbox eBay Eventbrite Facebook Fiverr FlexJobs Github Glassdoor Google Calendar Google Docs Google Drive Google Jobs Google Mail Google Maps Google Meet Google News Google Search Google Sheets Google Translate Google Travel Google Trends Indeed Instagram Jira LinkedIn Meetup Microsoft Outlook Miro Monster.com Notion OpenAI Pipedrive Product Hunt Realtor.com Reddit Redfin Remote OK Salesforce SEEK Slack SmartSuite SMS Snov.io Telegram ThemeForest TikTok Trello Twitter Upwork Webex Whatsapp WordPress Yelp YouTube Zapier Zillow Zoom

Frequently asked questions

Can I run the HubSpot and ClickUp integration on the free version of Bardeen?
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Actions & Triggers

Bardeen provides two types of automations called Playbooks and Autobooks.

Playbooks are automations that you launch manually. And Autobooks are the automations that get triggered automatically when something happens or on a specific date / time.

All automations are just a series of actions connected to each other.
Triggers tell the automation when it has to start the series of actions.
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