How to Integrate ClickUp with HubSpot

Quick summary

This guide shows you how to integrate ClickUp with HubSpot using Zapier by building a no-code Zap that triggers on HubSpot events and creates corresponding actions in ClickUp. Completing this workflow eliminates manual data entry between your CRM and project management tools, keeping both platforms automatically in sync.

Steps

1. Log in to Zapier, click Create, and select Zaps to begin building your automation.
2. Click Trigger to define what starts your Zap.
3. Search for and select HubSpot as the Trigger App.
4. Choose a trigger event from the HubSpot options available.
5. Select the HubSpot account you want to connect to proceed.
6. Click Connect app to authorize Zapier to access your HubSpot account.
7. After signing in to HubSpot, click Continue to confirm the connection.
8. Select Continue to move past the account confirmation screen.
9. Click Test trigger to verify that HubSpot is sending data correctly.
10. Search for and select ClickUp as the action app.
11. Choose an action event under ClickUp to define what happens when the trigger fires.
12. Log in to your ClickUp account and click Continue to authorize the connection.
13. Complete and customize the required fields for the ClickUp action, then select Continue.
14. Click Test step to confirm the ClickUp action runs successfully.
15. Click Publish to activate and complete the integration between ClickUp and HubSpot.