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

Learn how to automate ticket creation in ClickUp from HubSpot using Pabbly Connect with this detailed tutorial. Streamline your workflow today! Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for HubSpot and ClickUp Integration

To begin the integration process between HubSpot and ClickUp, you first need to access Pabbly Connect. This powerful automation tool allows you to streamline workflows without any coding knowledge. Simply log in to your Pabbly Connect account, or create a new account if you haven’t done so already.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create new workflows to automate the ticket creation process. Pabbly Connect offers 100 free automation tasks for every new month, making it an excellent choice for small businesses looking to optimize their operations.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that connects HubSpot and ClickUp. Click on the ‘Create Workflow’ button in your Pabbly Connect dashboard. You can name your workflow something like ‘Add Tickets Raised in HubSpot as New Tasks in ClickUp’ for clarity.

• Select a suitable name for your workflow.
• Click on the ‘Create’ button to finalize the workflow setup.

After creating the workflow, you will see two main components: the trigger and the action. The trigger will be a new ticket raised in HubSpot, while the action will be to create a new task in ClickUp. This setup ensures that every time a ticket is created in HubSpot, a corresponding task is automatically generated in ClickUp, thanks to Pabbly Connect.

3. Setting Up the Trigger for HubSpot

The next step involves setting up the trigger in your Pabbly Connect workflow. Select HubSpot as your trigger application and then choose the ‘New Ticket’ option as the trigger event. This means that the workflow will initiate every time a new ticket is created in HubSpot. using Pabbly Connect

To connect HubSpot, click on the ‘Connect’ button and select ‘Add New Connection’. You will need to enter your HubSpot API key, which you can find in the settings of your HubSpot account under the ‘Integrations’ section. Once you have entered the API key, click on ‘Save’ to establish the connection.

4. Setting Up the Action for ClickUp

After successfully setting up the trigger, it’s time to configure the action that will take place in ClickUp. In the action step, select ClickUp as your application and choose the ‘Create Task’ action event. This action will create a new task in ClickUp whenever a ticket is raised in HubSpot. using Pabbly Connect

To connect ClickUp, you will need to provide your API token. Navigate to your ClickUp profile, click on ‘Apps’, and copy the API token. Paste this token back into Pabbly Connect and click on ‘Save’. Once connected, you will need to specify the workspace, space, folder, and list where the task should be created.

• Select the appropriate workspace and space.
• Choose the folder and list where the task will be created.

Next, map the task name and description from the HubSpot ticket data received in the trigger step. Assign the task to a team member, such as Mr Aon, and set the task’s priority and due date. This detailed mapping is crucial for ensuring that the task reflects the ticket details accurately.

5. Testing the Integration

Once everything is set up, it’s time to test your integration. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This action will create a new task in ClickUp based on the details of the most recent ticket from HubSpot.

Check your ClickUp workspace to confirm that the new task has been created successfully. You should see the task titled ‘workflow issue’ assigned to Mr Aon with the relevant details from the HubSpot ticket. This confirms that your automation is working as intended, thanks to Pabbly Connect.

By using Pabbly Connect, you have now automated the process of creating tasks in ClickUp from HubSpot tickets, significantly improving your workflow efficiency and productivity.

Conclusion

In this tutorial, we demonstrated how to automate the integration between HubSpot and ClickUp using Pabbly Connect. By following these steps, you can streamline your workflow and ensure that every customer ticket is promptly addressed as a task in ClickUp. This setup not only saves time but also enhances overall productivity.