Per-pair page

ClickUp + HubSpot: customer success projects driven from the CRM.

Create ClickUp onboarding lists from HubSpot Closed Won deals, and mirror task progress back to HubSpot as deal property updates. Sales-to-CX handoff with no re-entry.

Connect HubSpot and ClickUp See reverse direction

Trigger app

HubSpot as the trigger

Workflows fire when something happens in HubSpot.

See all 18 triggers →

Action app

ClickUp as the action

Workflows do something in ClickUp, instantly.

See all 9 actions →

Both directions

Pick the way that fits your stack.

Pair pages are mirrored. Each direction gets its own dedicated page.

HubSpot → ClickUp

When something happens in HubSpot, do it in ClickUp.

18 HubSpot triggers wired to 9 ClickUp actions. Most-used pairing: New Company → Add Comment.

ClickUp → HubSpot

Or fire it the other way around.

6 ClickUp triggers wired to 23 HubSpot actions downstream.

See ClickUp → HubSpot →

Popular pairings

Common HubSpot → ClickUp workflows.

Pick a pairing to set it up in two minutes. Each one is a fully editable recipe.

Showing 9 of 162 combinations

When new company in HubSpot, add comment in ClickUp.

Fires when a new company is created in HubSpot. Use to enrich the company with firmographic data, mirror to your data warehouse, or run account-matching against parent records.

When new company in HubSpot, create task in ClickUp.

Fires when a new company is created in HubSpot. Use to enrich the company with firmographic data, mirror to your data warehouse, or run account-matching against parent records.

When new company in HubSpot, delete task in ClickUp.

Fires when a new company is created in HubSpot. Use to enrich the company with firmographic data, mirror to your data warehouse, or run account-matching against parent records.

When new company in HubSpot, get task in ClickUp.

Fires when a new company is created in HubSpot. Use to enrich the company with firmographic data, mirror to your data warehouse, or run account-matching against parent records.

When company deleted in HubSpot, add comment in ClickUp.

Fires when a company is deleted in HubSpot. Useful for audit logs or for tearing down related records in other systems.

When company deleted in HubSpot, create task in ClickUp.

Fires when a company is deleted in HubSpot. Useful for audit logs or for tearing down related records in other systems.

When company deleted in HubSpot, delete task in ClickUp.

Fires when a company is deleted in HubSpot. Useful for audit logs or for tearing down related records in other systems.

When company deleted in HubSpot, get task in ClickUp.

Fires when a company is deleted in HubSpot. Useful for audit logs or for tearing down related records in other systems.

When company property changed in HubSpot, add comment in ClickUp.

Fires when a specific company property changes in HubSpot. Use a property filter to react only on changes you care about (e.g. lifecycle stage).

How it works

Connect HubSpot and ClickUp in five steps.

No code, no glue, no half-day setup. Each step is one click.

1
Connect
Authorize HubSpot and ClickUp
Open Tiny Command, authorize HubSpot and ClickUp once each. Both connections are available to every workflow on your account.
2
Trigger
Pick a HubSpot trigger
Drop the HubSpot → New Company trigger onto the canvas. Tiny Command auto-registers the webhook.
POST /v1/webhooks/hubspot.trigger-company-created
3
Transform
Add a filter or AI step
Optionally add a Filter node ("subject contains URGENT") or an AI step ("classify intent") between trigger and action.
4
Action
Add the ClickUp action
Drop the ClickUp → Add Comment action below it. Map fields from the HubSpot payload into the ClickUp inputs.
clickup.create-comment
5
Publish
Publish and forget
Hit Publish. Tiny Command runs it in production from second one. Watch the run-log fill up.

FAQ

Questions about HubSpot + ClickUp.

How do I create a ClickUp onboarding list from a HubSpot deal win?

HubSpot Deal Updated where dealstage = "Closed Won" → ClickUp Create List in a "Customers" space from a template, with the deal's name as the list name. Add tasks per the template.

Can I auto-assign onboarding tasks to the right CSM?

Yes. Map HubSpot deal owner emails to ClickUp user IDs. After creating template tasks, loop and Update Task with the matched assignee. Pre-set ownership avoids the "who owns this?" delay.

How do I report ClickUp progress back to HubSpot?

Scheduled daily: per ClickUp list linked to a HubSpot deal, compute % complete, then HubSpot Update Deal with that custom property. CSMs and AEs see progress in their pipeline view.

Can the ClickUp template differ by HubSpot deal industry?

Yes. Switch on HubSpot company industry. SaaS gets one template; Enterprise gets a heavier one; SMB gets a lightweight one. Different lists, different tasks, all from one trigger.

How do I post ClickUp task completion as HubSpot activity?

ClickUp Task Completed → look up the linked HubSpot deal → HubSpot Create Note with task name + completion date. CRM activity log reflects CX progress.

Can I sync HubSpot contact properties to ClickUp custom fields?

Yes, but most CX teams keep it minimal. Push only the few CX-critical fields (plan tier, MRR, key contact email). Avoid syncing every property — keeps ClickUp clean.

Other apps that pair well with HubSpot.

HubSpot + Gmail

HubSpot + Slack

Communication

HubSpot + Google Sheets

Spreadsheets & Databases

Spreadsheets & Databases

Wire HubSpot to ClickUp in 2 minutes.

Free tier available. No credit card. No onboarding call.

Try for free Request a demo

ClickUp + HubSpot: customer success projects driven from the CRM.

Pick the way that fits your stack.

When something happens in HubSpot, do it in ClickUp.

Or fire it the other way around.

Common HubSpot → ClickUp workflows.

Connect HubSpot and ClickUp in five steps.

Questions about HubSpot + ClickUp.

Other apps that pair well with HubSpot.

Wire HubSpot to ClickUp in 2 minutes.

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