Align sales and execution. Automatically create ClickUp lists from won HubSpot deals, or sync task updates back to HubSpot activities.
Sales Handoff Automation
A deal reaches "Closed Won" or a new ticket is assigned.
A simplified list or onboarding template is prioritized for the team.
Auth your ClickUp and HubSpot accounts.
Select HubSpot pipeline stage.
Choose ClickUp list template.
Handoffs are automated.
Automatically generate project lists in ClickUp when a HubSpot Deal is won.
When a Deal in HubSpot pipeline "Sales" moves to "Closed Won", create a new List in ClickUp Space "Client Onboarding" named after the Deal Name. Apply the "Standard Onboarding" template. Set the list due date to 30 days from today and assign the "Kickoff" task to the account manager email found in the Deal properties.
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Automate the post-sales process and delight customers faster.
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