Integrate HubSpot and ClickUp Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate task creation in ClickUp when deal stages are updated in HubSpot using Pabbly Connect. Step-by-step tutorial included. 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 automate task creation in ClickUp whenever a deal stage is updated in HubSpot, you need to access Pabbly Connect. Start by visiting the Pabbly website and navigating to the products section.

If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply log in. Once logged in, go to the Pabbly Connect dashboard to start creating your workflow.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the plus sign to create a new workflow. Name it something descriptive like ‘HubSpot to ClickUp Integration’. This helps in identifying the workflow later.

Next, you will see a trigger and action window. The trigger will be HubSpot, and the action will be ClickUp. This means when a deal stage is updated in HubSpot, a task will be created in ClickUp.

• Click on the trigger window and select HubSpot CRM.
• Set the trigger event to ‘Deal Updated’.
• Click ‘Connect’ and add a new connection to HubSpot.

After this, authorize the connection to ensure that Pabbly Connect can access your HubSpot account. Make sure you are logged into HubSpot during this step.

3. Setting Up the HubSpot Trigger

Once the connection is established, you need to select the output properties that you want to capture from HubSpot. Choose properties like deal name, deal amount, deal type, and deal stage. using Pabbly Connect

After selecting the properties, click on “Save and Send Test Request”. This will fetch the latest deal details from HubSpot, confirming that your trigger is working correctly.

• Check the response to ensure that all selected deal details are received.
• If the details appear correctly, proceed to the next step.

Remember, the trigger checks for new data every 10 minutes, so if you don’t see immediate results, wait a while before testing again.

4. Configuring ClickUp Action in Pabbly Connect

After successfully setting up the HubSpot trigger, it’s time to configure the ClickUp action. Select ClickUp as your action application and choose the action event as ‘Create Task’. using Pabbly Connect

Click ‘Connect’ and you will be prompted to enter your ClickUp API token. To find your API token, log into your ClickUp account, go to your profile icon, and select the apps section to copy the token.

Paste the API token into Pabbly Connect and click ‘Save’. Select your workspace, space, and folder where the task will be created. Map the task name and description using details from HubSpot.

Make sure to assign the task to the correct user and set the priority and status as needed. Once configured, click on ‘Save and Send Test Request’ to create a test task in ClickUp.

5. Testing the Integration Between HubSpot and ClickUp

With everything set up, it’s time to test the integration. Update a deal stage in your HubSpot account. For example, change the deal stage from ‘Appointment Scheduled’ to ‘Qualified to Buy’.

After updating the deal stage, go back to Pabbly Connect and check if a new task has been created in ClickUp. Refresh your ClickUp account to see the new task reflecting the updated deal stage.

Verify that the task name includes the deal name and stage updated. Check the task details to ensure all mapped information is correct.

If everything works as expected, your integration is successfully set up! This automation will save you time and ensure that your ClickUp tasks are always up to date with your HubSpot deals.

Conclusion

In this tutorial, we demonstrated how to integrate HubSpot and ClickUp using Pabbly Connect. By following these steps, you can automate task creation in ClickUp whenever a deal stage is updated in HubSpot, streamlining your workflow effectively.

Utilizing Pabbly Connect for this integration enhances productivity and ensures that your teams are always informed about the latest deal statuses. Start automating your processes today!