How to Create ClickUp Tasks from New HubSpot Contacts Using Pabbly Connect

Learn how to automate task creation in ClickUp from new HubSpot contacts using Pabbly Connect. Follow our step-by-step guide for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for HubSpot and ClickUp Integration

To create ClickUp tasks from new HubSpot contacts, the first step is to access Pabbly Connect. This platform enables seamless integration between HubSpot and ClickUp.

Start by visiting the Pabbly website and clicking on the ‘Products’ section. Select Pabbly Connect to reach the landing page. For new users, click on the ‘Sign Up for Free’ button to create an account, which takes just a few minutes. Existing users can simply log in.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a workflow. Click on the plus sign to initiate a new workflow. Name it something descriptive like ‘Create ClickUp Tasks from New HubSpot Contacts’ and click ‘Create’.

• Click on the trigger window and choose HubSpot CRM as the application.
• Select the trigger event as ‘New Contact Added’.
• Click ‘Connect’ and then ‘Add New Connection’.

After establishing the connection with HubSpot, you can proceed to capture contact details when a new contact is added. Make sure to log into your HubSpot account before connecting to avoid any access issues.

3. Capturing New Contact Details from HubSpot

After setting up the trigger in Pabbly Connect, the next step is to capture the new contact details. Create a new contact in your HubSpot CRM to test the integration.

• Fill out the HubSpot form with the new contact’s details.
• Submit the form to add the contact to HubSpot.
• Refresh Pabbly Connect to see if the new contact details are captured.

Once the details are captured, you can see the first name, last name, email, and phone number in the response section of Pabbly Connect. This confirms that the integration is correctly set up to capture new contacts from HubSpot.

4. Creating a Task in ClickUp Using Pabbly Connect

Now that you have captured the contact details in Pabbly Connect, the next step is to create a task in ClickUp. Select ClickUp as the action application.

Choose ‘Create Task’ as the action event. Connect to ClickUp by entering the API token from your ClickUp account. Select the workspace and specific space where you want to create the task.

Map the customer details received from HubSpot to the task fields in ClickUp, such as task name and description. Ensure that the task is assigned to the appropriate team member and set the priority level as needed.

5. Testing the Integration in Real-Time

After configuring the task settings in Pabbly Connect, it’s essential to test the integration. Submit another new contact through the HubSpot form to see if a task is created in ClickUp.

Check your HubSpot CRM to confirm the new contact was added. Refresh ClickUp to verify the task appears in the designated list. Ensure all details such as name, email, and priority are correctly displayed in ClickUp.

By following these steps, you can confirm that the integration between HubSpot and ClickUp via Pabbly Connect is functioning properly, allowing for efficient task management based on new contacts.

Conclusion

In this tutorial, we demonstrated how to automate the creation of ClickUp tasks from new HubSpot contacts using Pabbly Connect. This integration streamlines your workflow, ensuring that new leads are promptly followed up on.

By leveraging Pabbly Connect, you can efficiently manage tasks and enhance productivity within your team. Start using this integration today to optimize your CRM and task management processes.