HubSpot integration with ClickUp
The HubSpot integration for ClickUp lets your sales and operations teams work from connected systems, so tasks, contacts, and deals stay aligned without manual updates.
This step-by-step guide explains how to enable the integration, connect individual accounts, configure settings, and use synced data to streamline your workflows.
Requirements to use the ClickUp HubSpot integration
Before you start, confirm that your workspace and HubSpot account meet the following prerequisites.
- You must be a Workspace owner or admin in ClickUp to enable the integration for your workspace.
- You need a HubSpot account with permission to authorize apps.
- The integration must be enabled at the workspace level before individual users can connect their accounts.
Once these conditions are met, you can turn on the integration and start connecting users.
How to enable the HubSpot integration in ClickUp
Workspace owners and admins can enable the integration from the workspace settings. This allows members to connect their own HubSpot accounts later.
- Open your workspace settings in ClickUp.
- Navigate to the integrations section.
- Locate the HubSpot integration.
- Click to enable the integration for the entire workspace.
After the integration is enabled, individual members can authorize their HubSpot accounts from their personal settings.
Connect individual HubSpot accounts to ClickUp
Each user who wants to use the integration must connect their HubSpot account to their ClickUp profile.
- In ClickUp, open your profile or personal settings.
- Find the integrations or apps area.
- Select HubSpot from the list of available integrations.
- Click the option to connect your HubSpot account.
- Log in to HubSpot if prompted and grant the requested permissions.
Once connected, your user-specific actions between HubSpot and ClickUp will work according to the settings configured by your workspace.
Configure ClickUp settings for HubSpot data
After enabling the integration, you can adjust how data flows between HubSpot and ClickUp to match your processes.
Choose what HubSpot data appears in ClickUp
Use workspace-level settings to define which HubSpot objects you need inside ClickUp.
- Enable or disable syncing for contacts, companies, and deals.
- Control whether HubSpot details are visible in task views.
- Limit data types if you only need sales or service records.
These options help you avoid clutter and keep only relevant information available to your teams.
Set up ClickUp task creation from HubSpot
You can configure rules so that actions in HubSpot automatically create tasks in ClickUp.
- Create tasks when a new deal is added or reaches a specific stage.
- Generate follow-up tasks from contacts or companies based on lifecycle status.
- Assign tasks to specific spaces, folders, or lists for consistent organization.
Automatic task creation ensures nothing falls through the cracks as deals and relationships move forward.
Use HubSpot data directly inside ClickUp
After configuration, HubSpot information is available where your teams manage work in ClickUp.
View HubSpot details in ClickUp tasks
When a task is linked to a HubSpot record, you can see important CRM details in one place.
- Contact or company information associated with the task.
- Deal status, value, and pipeline stage.
- Links to open the original HubSpot record for deeper context.
This reduces context switching and gives teams quick access to sales data while they execute work in ClickUp.
Link existing ClickUp tasks to HubSpot records
If your team already has tasks created, you can connect them to related HubSpot items.
- Open a task in ClickUp.
- Use the HubSpot integration panel or option inside the task.
- Search for the correct contact, company, or deal.
- Select the record to link it to the task.
Linking tasks keeps historical work tied to the right CRM records so sales and delivery teams share the same context.
Manage sales workflows with ClickUp and HubSpot
Once connected, both systems support a more unified sales and operations process.
Align teams with ClickUp views
Use flexible views and fields to manage work created from HubSpot data.
- Create lists dedicated to HubSpot-sourced tasks.
- Add custom fields to track CRM-specific details.
- Filter tasks based on deal stage or contact type.
This helps sales, marketing, and operations teams stay aligned as they collaborate on deals and customer deliverables.
Keep data updated between ClickUp and HubSpot
Depending on your configuration, actions in one platform can trigger updates or workflows in the other.
- Use automation settings to move deals or update properties when tasks change status.
- Ensure new work items are logged as deals progress.
- Maintain clear visibility into current priorities and deadlines.
Consistent data between ClickUp and HubSpot reduces miscommunication and improves handoffs across teams.
Troubleshooting the ClickUp HubSpot integration
If you experience issues with the integration, use these steps to diagnose common problems.
Verify permissions in ClickUp and HubSpot
Make sure the correct people have access to manage and use the integration.
- Confirm the integration is enabled by a ClickUp Workspace owner or admin.
- Ensure each user has an active HubSpot account with app authorization.
- Check that any required object permissions exist in HubSpot.
Missing permissions are a frequent cause of connection or visibility issues.
Reconnect your HubSpot account to ClickUp
If data stops syncing or tasks are not created as expected, reconnecting your account often resolves the problem.
- In ClickUp, open your personal integration settings.
- Disconnect your HubSpot account.
- Refresh your browser.
- Connect HubSpot again and reauthorize access.
After reconnecting, test the integration by creating a new record or triggering an automation to verify everything is working.
Where to learn more about ClickUp integrations
You can review the official HubSpot integration documentation on the ClickUp Help Center at this page for the latest capabilities and detailed settings.
For broader workflow design and optimization ideas that include ClickUp and other business tools, you can explore resources and consulting services at Consultevo.
By correctly configuring the HubSpot integration with ClickUp, your organization can keep CRM data and project work in sync, reduce manual updates, and give every team a clear, shared view of deals and customer relationships.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
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