ClickUp + HubSpot
Create new HubSpot deals from new tasks in ClickUp
Stay organized and expedite your sales process with this workflow. When a new task is added in ClickUp, it seamlessly generates a deal in HubSpot. This enables easy tracking without the need for manual data entry, ensuring your sales pipeline remains up-to-date and more effective. Harness this automation to streamline your sales activities, saving time and boosting productivity.
Stay organized and expedite your sales process with this workflow. When a new task is added in ClickUp, it seamlessly generates a deal in HubSpot. This enables easy tracking without the need for manual data entry, ensuring your sales pipeline remains up-to-date and more effective. Harness this automation to streamline your sales activities, saving time and boosting productivity.
- When this happens...
New TaskTriggers when tasks are added.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create DealCreates a Deal in HubSpot.
ActionWriteCreate a new record or update an existing record in your app.
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Task
Include subtask?
Fetch task data?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message TextRequired
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document name (title)
Subtitle
Markdown Content
Content
Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
CommentRequired
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Task NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Subtitle
DocumentRequired
PageRequired
Content
Content edit mode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Task by ID
Find an existing task by its ID.
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Space
Folder
List
Document nameRequired
Name match condition
Include archived documents?
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBlog UrlRequired
Article StateRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Deal
Triggers when a new Deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Properties to retrieveRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProperty NameRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Halt task if any associations error occurred
Engagement TypeRequired
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Deal
Creates a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Line_item
Creates a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Contact Email AddressRequired
Event IDRequired
Contact Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Associations
Removes associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
FormRequired
Note
HubSpot usertoken
IP address
Page name
Page URI
Page ID
SFDC campaign ID
GoToWebinar key/ID
Submission timestamp
Skip validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Company
Update a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Deal
Update a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product
Update a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
FilenameRequired
Access levelRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appType of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner emailRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner IdRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
NameRequired
Note
Company
Contact
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Reaction(s)
WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reaction(s)
WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
Checklist NameRequired
Checklist ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Thread
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
Name
Content
Subtitle
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field nameRequired
Description
Required in tasks
Pinned
Visible to guests
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
List NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
StartRequired
EndRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Task NameRequired
Task Description
Markdown Content
Assignee Emails
Priority
Start Date
Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
ActionThis is an event a Zap performs.SearchFind existing data in your appCheck Plan Bandage
WorkspaceRequired
FieldRequired
ValueRequired
Include all shared items?
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProperty NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContact ListRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planType of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
List NameRequired
Contact EmailRequired
Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Company
Creates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Associations
Creates associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Social Media ChannelRequired
Message ContentRequired
When
Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
NameRequired
Company
Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Workflow NameRequired
Contact's EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line_item IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Blog URLRequired
Blog AuthorRequired
Publish This Post?Required
Blog Post URLRequired
Blog Post TitleRequired
Blog Post ContentRequired
Meta DescriptionRequired
Featured image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Creates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
List NameRequired
Contact EmailRequired
Halt my task if contact wasn't a member of the listRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket
Creates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Update a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Line_item
Update a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Ticket
Update a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your appObject TypeRequired
Pipeline IdRequired
Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundType of Custom ObjectRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About ClickUp
Related categories
Related categories
Related Zap Templates
- Create ClickUp tasks from new HubSpot form submissions
- Create ClickUp tasks from new HubSpot contacts
- Create ClickUp tasks for newly-updated HubSpot deal stages
- Update tasks in ClickUp when deal stages are updated in HubSpot
- Create new HubSpot engagements when tasks change in ClickUp
- Update HubSpot deals when tasks change in ClickUp
- Create folders in ClickUp for updated deal stages in HubSpot
- Create tasks in ClickUp for new tickets in HubSpot
- Create ClickUp lists for updated HubSpot deal stages efficiently
- Create tasks in ClickUp for new company property changes in HubSpot
- Create ClickUp tasks for new HubSpot contacts in lists
- Create tasks in ClickUp for new HubSpot ticket property changes
- Create HubSpot companies from new ClickUp tasks for efficient organization
- Create ClickUp attachments from updated HubSpot contact properties
- Create HubSpot contacts from updated ClickUp tasks
- Update HubSpot contacts when ClickUp tasks change
- Create new HubSpot contacts from ClickUp lists
- Create and update HubSpot contacts from new ClickUp lists
- Create tasks in ClickUp for updated contact properties in HubSpot
- Create tasks in ClickUp when new contact property changes occur in HubSpot
- Create task comments in ClickUp for new HubSpot companies
- Create folders in ClickUp for new HubSpot contacts
- Create tasks in ClickUp for new or updated contacts in HubSpot
- Create new HubSpot deals when tasks update in ClickUp
- Create tasks in ClickUp for new engagements in HubSpot
- Update tasks in ClickUp when new or updated contacts are detected in HubSpot
- Create new HubSpot companies from new tasks in ClickUp
- Update tickets in HubSpot when tasks change in ClickUp
- Create tasks in ClickUp for new or updated companies in HubSpot
- "create new lists in ClickUp from new form submissions in HubSpot"
- Create new HubSpot tickets from new tasks in ClickUp
- Create new HubSpot contacts for every new task in ClickUp
- Create HubSpot contacts from new ClickUp tasks
- Create tasks in ClickUp for new company property changes in HubSpot
- Update HubSpot deals when tasks change in ClickUp
- Create new ClickUp subtasks from new HubSpot form submissions
- Create new tasks in ClickUp for every new ticket in HubSpot
- Create folders in ClickUp for new companies in HubSpot
- Update tickets in HubSpot when tasks change in ClickUp
- Create tasks in ClickUp for new or updated contacts in HubSpot
- Create tasks in ClickUp for new companies in HubSpot
- Create tasks in ClickUp for new custom objects in HubSpot
- Create new lists in ClickUp for every new contact in HubSpot
- Create or update HubSpot contacts when new tasks appear in ClickUp
- Update deals in HubSpot when new tasks are created in ClickUp
- Create new HubSpot engagements when new tasks are added in ClickUp
- Create tasks in ClickUp for new blog articles in HubSpot
- Create new lists in ClickUp when new custom objects appear in HubSpot
- Create subtasks in ClickUp for updated deal stages in HubSpot
- Create new HubSpot companies from new ClickUp lists
- Create tasks in ClickUp when deal properties change in HubSpot
- Update HubSpot contacts when task changes occur in ClickUp
- Create tasks in ClickUp for new deals in HubSpot
- Update HubSpot companies when tasks change in ClickUp
- Update tasks in ClickUp when deal properties change in HubSpot
- Send chat messages in ClickUp when new form submissions occur in HubSpot
- Update custom objects in HubSpot when tasks change in ClickUp
- Send chat messages to ClickUp channel when new contact property changes in HubSpot
Related Zap Templates
- Create ClickUp tasks from new HubSpot form submissions
- Update tasks in ClickUp when deal stages are updated in HubSpot
- Create folders in ClickUp for updated deal stages in HubSpot
- Create tasks in ClickUp for new company property changes in HubSpot
- Create HubSpot companies from new ClickUp tasks for efficient organization
- Update HubSpot contacts when ClickUp tasks change
- Create tasks in ClickUp for updated contact properties in HubSpot
- Create folders in ClickUp for new HubSpot contacts
- Create tasks in ClickUp for new engagements in HubSpot
- Update tickets in HubSpot when tasks change in ClickUp
- Create new HubSpot tickets from new tasks in ClickUp
- Create tasks in ClickUp for new company property changes in HubSpot
- Create new tasks in ClickUp for every new ticket in HubSpot
- Create tasks in ClickUp for new or updated contacts in HubSpot
- Create new lists in ClickUp for every new contact in HubSpot
- Create new HubSpot engagements when new tasks are added in ClickUp
- Create subtasks in ClickUp for updated deal stages in HubSpot
- Update HubSpot contacts when task changes occur in ClickUp
- Update tasks in ClickUp when deal properties change in HubSpot
- Send chat messages to ClickUp channel when new contact property changes in HubSpot
- Create ClickUp tasks from new HubSpot contacts
- Create new HubSpot engagements when tasks change in ClickUp
- Create tasks in ClickUp for new tickets in HubSpot
- Create ClickUp tasks for new HubSpot contacts in lists
- Create ClickUp attachments from updated HubSpot contact properties
- Create new HubSpot contacts from ClickUp lists
- Create tasks in ClickUp when new contact property changes occur in HubSpot
- Create tasks in ClickUp for new or updated contacts in HubSpot
- Update tasks in ClickUp when new or updated contacts are detected in HubSpot
- Create tasks in ClickUp for new or updated companies in HubSpot
- Create new HubSpot contacts for every new task in ClickUp
- Update HubSpot deals when tasks change in ClickUp
- Create folders in ClickUp for new companies in HubSpot
- Create tasks in ClickUp for new companies in HubSpot
- Create or update HubSpot contacts when new tasks appear in ClickUp
- Create tasks in ClickUp for new blog articles in HubSpot
- Create new HubSpot companies from new ClickUp lists
- Create tasks in ClickUp for new deals in HubSpot
- Send chat messages in ClickUp when new form submissions occur in HubSpot
- Create ClickUp tasks for newly-updated HubSpot deal stages
- Update HubSpot deals when tasks change in ClickUp
- Create ClickUp lists for updated HubSpot deal stages efficiently
- Create tasks in ClickUp for new HubSpot ticket property changes
- Create HubSpot contacts from updated ClickUp tasks
- Create and update HubSpot contacts from new ClickUp lists
- Create task comments in ClickUp for new HubSpot companies
- Create new HubSpot deals when tasks update in ClickUp
- Create new HubSpot companies from new tasks in ClickUp
- "create new lists in ClickUp from new form submissions in HubSpot"
- Create HubSpot contacts from new ClickUp tasks
- Create new ClickUp subtasks from new HubSpot form submissions
- Update tickets in HubSpot when tasks change in ClickUp
- Create tasks in ClickUp for new custom objects in HubSpot
- Update deals in HubSpot when new tasks are created in ClickUp
- Create new lists in ClickUp when new custom objects appear in HubSpot
- Create tasks in ClickUp when deal properties change in HubSpot
- Update HubSpot companies when tasks change in ClickUp
- Update custom objects in HubSpot when tasks change in ClickUp