The HubSpot ClickUp Integration, Set Up for Handoffs

What are the two ways to connect HubSpot and ClickUp?

From HubSpot, a deal-based workflow uses the ClickUp "Create a task" action group to create spaces, folders, lists or tasks. From ClickUp, Automations use HubSpot triggers and actions: a new HubSpot deal can create a task, HubSpot property changes can update linked tasks, and ClickUp changes can create or update HubSpot records.

HubSpot doesn't build its own ClickUp app, and there is no HubSpot data sync for ClickUp. ClickUp's Marketplace listing calls some flows "sync", but they are automations you set up, with no field mapping behind them.

What do you need before connecting?

On ClickUp, a workspace owner or admin connects the integration, which ClickUp says needs the Unlimited plan or above; integration Automations need Business or above. On HubSpot, a Super Admin or a user with App Marketplace access installs it, and creating tasks from workflows needs a Professional or Enterprise hub.

When we checked the documentation in October 2026:

• ClickUp roles: only workspace owners and admins can set up integrations. Guests and limited members can't use the HubSpot integration.
• Automations: the Automation ClickApp must be turned on by a workspace owner or admin.
• HubSpot workflows: building one needs workflow Edit permission or Super Admin, and publishing needs Publish permission.
• Plans disagree: the HubSpot listing shows ClickUp's Free Forever plan and HubSpot Free, while ClickUp's own pages say Unlimited or Business. Check against your plans before you design around it.

How should a closed deal become a ClickUp project?

Trigger on a single, agreed deal stage such as Closed won, create the project from a ClickUp template so every new customer starts with the same tasks, and put the deal details the delivery team needs into the name and description with deal tokens. Then let a ClickUp Automation update the deal when delivery milestones are reached.

• One trigger: use the deal stage that means the work is sold, defined in your deal stages, not a property reps change casually.
• Templates: creating a task or list from a template keeps onboarding steps consistent without building them in the workflow.
• Context: include deal name, amount and type in the description, and the link back to the HubSpot record.
• Back to HubSpot: when the kickoff task is done, an Automation can update a deal property such as onboarding status, so sales and account managers see progress without opening ClickUp.

How are HubSpot records and ClickUp tasks linked?

By creating one from the other. When an automation creates a ClickUp task from a HubSpot object, or a HubSpot object from a ClickUp task, ClickUp links them automatically, adds a comment that connects the two and lists the HubSpot record in the task's Relationships. Pasting a HubSpot URL into a task lists it there but doesn't link it.

The link matters because ClickUp's "update linked task" and "update HubSpot object" automations only work on linked pairs. If projects are created by hand, or from a pasted URL, later automations can't keep them in step. Build the link at creation, every time.

What limits should you plan for?

ClickUp counts automation actions against a monthly allowance that depends on the plan, and pauses all of a workspace's Automations for the month once it runs out. Fields map only between matching types, required HubSpot fields need a ClickUp custom field first, and objects created by these automations don't trigger further HubSpot automations.

• Monthly actions: when we checked, ClickUp listed 100 actions a month on Free, 1,000 on Unlimited, 5,000 on Business, 25,000 on Business Plus and 250,000 on Enterprise.
• Per automation: one trigger, up to six actions, and up to 15 conditions on Business and above.
• Field types: email maps to an Email field, domain to Website, phone to Phone. Custom field mapping isn't supported in HubSpot workflow actions.
• No chains: a record created by a ClickUp-HubSpot automation won't trigger another one, so plan each flow end to end.

How do you set it up, in order?

Agree the trigger stage and the project template, connect HubSpot from ClickUp's App Center as a workspace owner or admin, and build the HubSpot workflow or ClickUp Automation that creates the project. Add the update automations back to HubSpot, test with a test deal, and check your monthly automation usage after the first few weeks.

1. Agree the trigger and template with sales and delivery: which stage starts a project, and which ClickUp template it uses.
2. Connect in ClickUp's App Center: search for HubSpot, choose Manage, then Add to HubSpot, and select the HubSpot account.
3. Create the project: a deal-based HubSpot workflow with the ClickUp action, or a ClickUp Automation on the HubSpot New Deal trigger.
4. Update HubSpot with ClickUp Automations when key tasks change status.
5. Test with a test deal, and check the task is linked in Relationships.
6. Monitor monthly automation usage and the task activity filtered for HubSpot.

HubSpot ClickUp checklist