Saves at least

Generate

a list of tasks from a HubSpot ticket using OpenAI and save them to ClickUp as new tasks.

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playbook Template

Generate a list of tasks from a HubSpot ticket using OpenAI and save them to ClickUp as new tasks.

This automation will use OpenAI to generate a list of critical tasks from a HubSpot ticket and copy them to ClickUp as new tasks.

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How does this automation work?

Run Playbook

Get HubSpot Ticket

Action

Extract tasks from description

Action

Create ClickUp task

Action

Bardeen's workflow automation seamlessly links HubSpot ticket management with ClickUp task creation, using OpenAI's power to optimize task extraction and assignment processes. In today's fast-paced work environment, managing customer support tickets efficiently is crucial for maintaining high customer satisfaction. Automating the translation of support issues into actionable tasks ensures prompt and organized responses, which is essential for customer retention and success.

Here's how this workflow transforms HubSpot tickets into ClickUp tasks:

Step 1: Retrieve HubSpot Ticket - Obtain the details of a specific HubSpot ticket by name. HubSpot is an integrated online CRM platform that helps manage customer relations and streamline sales pipelines.
Step 2: Prepare Ticket Text - Merge text to prepare the content of the HubSpot ticket for task generation. This forms the input for OpenAI's processing.
Step 3: Generate Task List with OpenAI - Use OpenAI to parse the ticket content and extract a list of tasks. OpenAI's natural language understanding helps in breaking down complex descriptions into clear tasks.
Step 4: Format Task Text - Concatenate the generated tasks into a format suitable for ClickUp task creation.
Step 5: Create ClickUp Tasks - Each task identified by OpenAI is added as a new task in a ClickUp list specified by the user. ClickUp is a productivity tool designed to centralize your project management and team collaboration efforts.

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How to run the playbook

Tired of spending precious hours manually organizing task lists from your HubSpot tickets? If you use both HubSpot and ClickUp, this can be a common challenge, particularly when there's a lot of information that needs to be sorted into actionable items.

But, we've got a solution! Our automation, powered by OpenAI, can save you valuable time and effort by quickly generating a list of action items from your HubSpot ticket and automatically saving them to ClickUp as new tasks. The automation utilizes the HubSpot ticket to provide necessary context and the ClickUp task includes all relevant details such as the ticket stage, pipeline, and priority.

Let’s set it up!

Step 1: Pin the playbook and integrate ClickUp and HubSpot

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate ClickUp and HubSpot.

Click on the playbook card, and the setup flow will start. Bardeen will prompt you to specify the Ticket Name, ClickUp Project and any Assignees.

Click on “Save Input” and checkmark ClickUp to save more time in the future. You can always edit Inputs later by hovering over the playbook.

Step 2: Run the playbook

Press Option + B on your keyboard to launch Bardeen. Click on the playbook card Run the playbook when you want to generate tasks for a specific HubSpot ticket and assign them to a team member.

It will generate a list of tasks from the ticket and create action items as tasks in Clickup.

It will also include the ticket content, ticket priority, ticket stage and the link to the ticket in HubSpot for each task that has been generated, so there is always context for your team members to complete the task swiftly.

You can also edit the playbook and add your next action to further customize the automation.

Find more HubSpot integrations, ClickUp integrations, OpenAI integrations or integrate OpenAI with HubSpot and integrate ClickUp with HubSpot.

You can also find more about how to automate lead management process and automate your sales prospecting process.

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Available actions & triggers

Create note in HubSpot

Action

When a new Product is created

Trigger

Find meetings in HubSpot

Action

Delete note in HubSpot

Action

Create HubSpot Product

Action

When HubSpot Deal is created

Trigger

Create ClickUp task

Action

Update a task in ClickUp

Action

Get HubSpot Product

Action

Extract table from text

Action

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Copy

Copy all HubSpot deals to Notion

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15 min

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