ClickUp and HubSpot, ready to switch on
A deal that reaches the stage you name opens its tasks in the ClickUp list you choose, with the customer, the amount and the owner already filled in, and closing that work is written back onto the deal. You paste two keys in your account and we switch it on for you.
No setup fee, cancel any month, and a person on live chat if a key doesn't work.
More with these apps: all ClickUp integrations · all HubSpot integrations
What moves, and when
The details you would normally get after a sales call. Here they are up front.
| What | Direction | When | Rule |
|---|---|---|---|
| Won deal opens its tasks | HubSpot to ClickUp | Within seconds | One task per line of your checklist in the list you choose, with the customer, the amount and the deal link |
| Deal owner becomes the assignee | HubSpot to ClickUp | With every task | Matched on email; anyone we can't match falls to the person you nominate |
| Stage moves the work | HubSpot to ClickUp | Within seconds | The stages you map move the task to another list, so the board follows the sale |
| Finishing writes back | ClickUp to HubSpot | When the last task closes | A note on the deal timeline saying what was delivered and when |
| One deal, one set of tasks | Both ways | Every change | The deal id lives on the task, so a stage moved twice doesn't open the work twice |
How to set up ClickUp and HubSpot
A few minutes of your time, then it's ours.
- Choose ClickUp and HubSpotPress Connect. This pair is already selected on the checkout page at $39 a month, and there's nothing else to pick.
- Pay and open your accountCard or invoice, about two minutes. The account opens with this integration waiting for its two keys.
- Paste the ClickUp API token and the HubSpot private app token
- ClickUp API token: in ClickUp open your avatar, then Settings, then Apps. Full ClickUp guide
- HubSpot private app token: in HubSpot open Settings, then Integrations, then Private apps, and create an app. Full HubSpot guide
Each screen carries the full guide with the exact menu names, about six minutes for both. - We check both keysEach key is checked against ClickUp's and HubSpot's own API the moment you paste it. If one doesn't pass, the screen says what to fix, and a person joins the chat if that isn't enough.
- Win one test deal, then we switch it onA minute or two. Move a test deal to the stage you chose and watch the task appear in the list. From then on we watch it for you. A person checks the setup and switches it on, within a working day.
When ClickUp or HubSpot changes its API, we fix it within a working day. You don't get a ticket to solve.
- Everything in the table above, with monitoring on.
- Fixes when either app changes its API.
- A person on live chat, weekdays 10:00 to 19:00 EET.
- Custom logic beyond the table is priced separately.
What it will cost once you can switch it on yourself. While we're in beta we connect it by hand and don't charge for it.
Ways to connect ClickUp and HubSpot
Two ways people connect these two, and what each one asks of you.
Before you decide
Which deals create work?
The ones that reach a stage you name. Most teams start at won, then add a second trigger once they see it working.
Does delivery have to open the CRM?
No, that is the point. Everything they need lands on the task: the customer, the amount, the notes. Sales gets the finish date back without asking for a status update.
Which ClickUp list do the tasks land in?
The one you name while connecting, and different deal stages can point at different lists. Spaces and folders stay as they are; we only write into the list you chose.
Do the tasks carry the deal's properties?
The ones you name, into ClickUp custom fields that already exist. Anything with no home in ClickUp goes into the task description, because a field dropped quietly is how delivery ends up phoning sales.
Can the tasks take their due dates from the deal?
Yes, from the close date or any date property you name, counted forward by the number of days you set per checklist line, so onboarding is scheduled the moment the deal is won.
Anything to know about ClickUp?
The personal token acts as you, so tasks the integration creates show your name as their creator. A user made for the integration keeps that tidy.
Anything to know about HubSpot?
Private apps are available on the free CRM, so no paid plan is needed for the token.
What if mine is a bit different?
Tell us what should go where in plain words. Small changes to the rules above are usually free; bigger ones we price within a working day and build into the same account.
