Tadej Jevševar
Hey everyone! We're exploring improvements to our HubSpot integration, and we would love your feedback. Please take this 3-minute survey to share your thoughts.
Marc-Antoine Rioux
Tadej Jevševar we would need to create spaces from templates triggered by hubspot deal stage changes
Anna Lehto
Marc-Antoine Rioux agreed, I would like ClickUp to create a spesific type of folder with specific lists triggered by deal stage. But also I'd like the product on the deal to determine what kind of folder template is created.
Isabelle Lopez
where is the info about this?
Sydney
Merged in a post:
Hubspot
S
Sadia Rowshan Nourin
Yuriy Mykhasyak
Agree. Not integration with Hubspot tasks brings almost no benefit for us. Follow-ups are important.
Frank Filippelli
Luci N. I love that we finally have an official HubSpot integration. 😄 But it would be great if you could sync with Tasks. Currently I don't really even use the task button in Hubspot but if I could create a task in HubSpot for my team to see in Clickup that would be Great!
Arnau Martí
Frank Filippelli: +1
Luci N.
complete
Hey, everyone! We are thrilled to share our Hubspot integration in our latest release!
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!
Check out our Hubspot integration help documentation for more details about this new integration.
Feel free to share any feedback about this integration by creating a new feature request. Thank you so much for your participation!
D
Dave Diaz
Luci N.: Hi Luci, this seems to only work with Deals. Would love to be able to create workflows based on contact and company properties as well as sync to HubSpot tasks.
David Haddad
Hi Luci N. this is a great start!......but it sure would be nice if CU would reconsider how they handle marking out issues like this as complete. I brought this up about folders and it's the same here again. A CRM integration that does not do 2-way sync is pretty weak. If I change an account in one place (add or change a phone 3 etc.....), literally a
constant
thing with CRM, it does not change in the other place.I'd wager money if you surveyed users 80% of the people in this thread do not yet consider it usable. Yet here it is closed out again which will just leave users frustrated and unhappy. My 2 cents :-).
Luci N.
Hey, Dave! Thank you so much for your feedback on our HubSpot integration! It sounds like you have 2 great improvements for this one! Can you share these 2 ideas as new, separate feature requests?
Sydney
Merged in a post:
HubSpot
Derek Boyd
Sydney
Merged in a post:
Hubspot
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Erik Lugris
My task is to connect Hubspot with Click up for sales integration. I cannot do this with my free trial. Please advise. Erik Lugris 772-713-1165
Frank Filippelli
When is this coming!? We need this! 😩
Y
Yosef Fried
We use Hubspot as our CRM and adopting ClickUp in marketing. We would see better usage if we can pull data from marketing campaigns and other data sources to update KPIs/Goals/etc. in ClickUp.
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