Automate ClickUp Workflows from HubSpot Deals
One app to replace them all, connected to your CRM. Create tasks, folders, or lists instantly when deals change stages.
AI Powered Productivity
One app to replace them all, connected to your CRM. Create tasks, folders, or lists instantly when deals change stages.
AI Powered Productivity
Detect when a deal is signed, a contact becomes an SQL, or a ticket is escalated in Service Hub.
Create a task in the right Space/Folder/List. Apply templates, set custom fields, and notify assignees instantly.
ClickUp is powerful. Connecting it to HubSpot should be simple. Follow these 4 steps.
Auth into HubSpot and ClickUp via RhinoAgents. Select your Workspace.
Choose where new tasks should live (e.g. "Client Onboarding" folder).
Sync "Deal ID" to a ClickUp text field and "Close Date" to "Due Date".
Activate integration. Watch deals turn into actionable tasks automatically.
Automatically create tasks and apply templates based on deal properties.
When a Deal enters the "Negotiation" stage in HubSpot, create a Task in the "Legal Review" list in ClickUp. Apply the "Contract Review" template. Set priority to "High" and assign to the Legal Team.
Prompt copied to clipboard! You can now paste it into your AI workflow.
Streamline your operations. Ensure every sale triggers the right next steps without manual input.
RhinoAgents.com – Automate Your Operations.
Everything you need to know about connecting HubSpot to ClickUp using RhinoAgents.
Make project creation automatic. Join 1000+ businesses using RhinoAgents to connect HubSpot and ClickUp.