We're all about helping teams work together more efficiently! For example, what better way to save time and effort than by removing barriers, such as those between pre-sales and post-sales processes? 🤝 This
new integration adds ClickUp actions to the HubSpot workflow builder
, enabling teams to turn Hubspot deals into actionable ClickUp tasks with all of the context and data from Hubspot flowing through to ClickUp. Now when your account teams make an update in Hubspot, like closing or updating a deal, that update can trigger a workflow in ClickUp to streamline all the work that needs to be performed by other people and teams! 🚦
To take advantage of this powerful integration, simply
select the appropriate triggers in the HubSpot Workflow Builder
based on deal stage, activity, revenue, or other deal information. Then select the associated ClickUp
actions to kick off the workflow. This can include the selection or creation of new Spaces
, Folders
, and Lists
. You can even apply a Template
so that everything needed to support the workflow is primed and ready to go! 🚌Voila! Now every time this type of deal closes in HubSpot, it will trigger the provisioning of the templated project in ClickUp automagically!! 🪄 For more info on our new integration, check out