How to Create ClickUp Tasks Whenever a New Deal is Created in HubSpot Using Pabbly Connect

Learn how to automate task creation in ClickUp from new deals in HubSpot using Pabbly Connect. Step-by-step tutorial with detailed instructions. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for HubSpot and ClickUp Integration

To create ClickUp tasks whenever a new deal is created in HubSpot, you will first need to access Pabbly Connect. Start by typing the URL Pabbly.com/connect in your browser. This will take you to the landing page of Pabbly Connect.

Once you’re on the landing page, you will see options to sign in or sign up for free. If you are a new user, click on the sign-up button to create an account. Existing users can simply log in. After signing in, you will be directed to the Pabbly Connect dashboard, where you can create your workflow.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you will find a blue button labeled Create Workflow. Click on this button to initiate the workflow creation process. A dialog box will prompt you to name your workflow. For this integration, you can name it HubSpot to ClickUp Integration.

• Click on Create to proceed.
• Select HubSpot as your trigger application.
• Choose New Deal Added as the trigger event.

After selecting your trigger application and event, click on Connect. You will be prompted to connect your HubSpot account to Pabbly Connect. Follow the on-screen instructions to authorize the connection.

3. Mapping Output Properties from HubSpot

Once your HubSpot account is connected, you will need to map the output properties that you want to send to ClickUp. This involves retrieving specific data from your HubSpot deals, such as deal name, deal owner, and deal type. using Pabbly Connect

To do this, navigate to your HubSpot account and go to the sales section, then click on deals. Here, you can view the properties of the deals you have created. For instance, if you have a deal named New Deal 101, you will retrieve properties like:

• Deal Name
• Deal Owner
• Deal Amount

Return to Pabbly Connect and map these properties accordingly. Once you have mapped all the necessary properties, click on Save and Send Test Request to test the integration.

4. Creating a Task in ClickUp

After successfully mapping the properties, it’s time to create a task in ClickUp. Click on Add Action Step in Pabbly Connect and select ClickUp as the action application. Choose Create Task as the action event.

Next, you will need to connect your ClickUp account by entering the API token. To find this token, log into your ClickUp account, go to the profile icon at the bottom left corner, and select Apps. Copy the API token and paste it back into Pabbly Connect.

5. Finalizing the Integration and Testing

Once your ClickUp account is connected, you will need to fill in the required details for the task based on the data mapped from HubSpot. Specify the workspace, space, and folder where the task should be created. For example, select the workspace as Connect and the folder as Deal Details. using Pabbly Connect

Finally, click on Save and Send Test Request to finalize the integration. After testing, go back to your HubSpot account and create a new deal. Within 10 minutes, check your ClickUp account to see if the task has been created successfully.

Conclusion

By following these steps, you can seamlessly create ClickUp tasks whenever a new deal is created in HubSpot using Pabbly Connect. This integration automates your workflow, ensuring that your project management remains efficient and organized.