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!
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.
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.
This playbook saves me at least 1 hour every day. It used to take me a significant amount of time to scrape leads from various platforms manually.