ClickUp
HubSpot

How to connect ClickUp + HubSpot

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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

App Name Icon App Name Icon App Name Icon
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Generate
Generate a list of tasks from a HubSpot ticket using OpenAI and save them to ClickUp as new tasks.
Saves
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Copy
Copy all HubSpot tickets to ClickUp
Saves
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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

App Name Icon App Name Icon App Name Icon
Try it
Generate
Generate a list of tasks from a HubSpot ticket using OpenAI and save them to ClickUp as new tasks.
Saves
App Name Icon App Name Icon
Try it
Copy
Copy all HubSpot tickets to ClickUp
Saves
Explore more

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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Discover what you can automate

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Sales & Prospecting

The integration of HubSpot and ClickUp can be a game-changer for sales and prospecting teams. Sales professionals can leverage this integration to automate the process of creating tasks from HubSpot tickets, saving valuable time that can be utilized for nurturing leads and closing deals. For instance, generating a list of tasks from a HubSpot ticket using OpenAI and saving them to ClickUp as new tasks can significantly streamline the sales process. Moreover, saving LinkedIn profiles and companies to HubSpot as new contacts can enhance prospecting efforts by enriching HubSpot's contact database with valuable leads from LinkedIn.

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Marketing

Marketing professionals can also greatly benefit from the integration of HubSpot and ClickUp. This integration can automate several marketing tasks such as copying all HubSpot contacts to Airtable, thus saving time and reducing the risk of human errors. Additionally, marketers can use this integration to track marketing campaigns and tasks in one place, allowing for better campaign management and analysis.

Integration tips for ClickUp + HubSpot

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Learn the process to create static and active lists in HubSpot. Master list management for personalized and impactful campaigns.

HubSpot
How to merge contacts in HubSpot
Learn how to merge contacts in HubSpot: streamline your database, eliminate duplicates, and optimize customer insights with step-by-step guidance.

HubSpot
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Jira integrations can help you save time and collaborate. Learn about 10 Jira integrations to boost your productivity.

Project Management

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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!
Micah
Owner at EZ Breezy Moves
“Bardeen didn't just save me time; it changed my entire approach to media relations.”
Kevin Raposo
Founder
Bardeen's automations are invaluable to us. We could do the work by hand, but it’s so time consuming that we likely wouldn’t even consider it as a lead generation avenue. Bardeen makes an entire avenue of lead generation possible that would have otherwise been too costly due to the amount of man hours required for our team to do the same work.
Tyler Cruver
CEO at Image Restoration Center

Available actions & triggers

Create note in HubSpot
Trigger
Delete HubSpot Product
Trigger
Find ClickUp tasks
Trigger
Get HubSpot Product
Trigger
Create ClickUp task
Trigger
Create HubSpot Product
Trigger
Get ClickUp assignee from task
Trigger
When ClickUp task is created
Trigger
Update a note in HubSpot
Trigger
Delete note in HubSpot
Trigger

Learn more about the apps

ClickUp
ClickUp
ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Similar apps:
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HubSpot
HubSpot
Generate leads, close deals, and create remarkable customer experiences. Learn how to grow your business with a demo of HubSpot's software. Global support. Works with any website. No-hassle integrations. All-in-one software.
Similar apps:
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Integrate any app with ClickUp + HubSpot

Affinity Airtable Amazon Apollo.io Appsumo Asana Bardeen Bardeen Enrichment Capterra Clearbit Clutch Coda Craigslist Crunchbase DeepL Dropbox eBay Eventbrite Facebook Fireflies.ai 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 Lemlist LinkedIn Meetup Microsoft Excel Microsoft OneDrive Microsoft Outlook Mail Microsoft Outlook Calendar Microsoft Teams Miro Monster.com Notion OpenAI Outreach Pipedrive Product Hunt Realtor.com Reddit Redfin Remote OK Salesforce Salesloft SEEK Slack Smartlead SmartSuite SMS Snov.io Telegram ThemeForest TikTok Trello Twitter Upwork Webex WhatsApp WordPress Yelp YouTube Zapier Zillow Zoom
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Frequently asked questions

Can I run the HubSpot and ClickUp integration on the free version of Bardeen?
How secure is the data when using the HubSpot and ClickUp integration via Bardeen?
What tasks can be automated using the HubSpot and ClickUp integration?
How can the integration of HubSpot and ClickUp benefit my sales and marketing teams?
Can I integrate HubSpot and ClickUp using Bardeen?
How to get started with Bardeen
Is my data secure?
Do I need to create an account?
How much does Bardeen cost?
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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.
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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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