Please note feature information is correct as of May 2023. Growth Method has made every attempt to ensure the accuracy and reliability of the information provided.

What is HubSpot?

HubSpot is a market-leading customer relationship management (CRM) platform for scaling companies. The platform includes marketing, sales, service, operations, and website management products though is most heavily used by customer-facing teams such as marketing and sales.

Founded in 2006, HubSpot now has 158,000 customers across 120 countries and competes with Salesforce Marketing Cloud, Adobe Marketo Engage, and Microsoft Dynamics 365.

What is ClickUp?

ClickUp is a project management platform for individuals and teams. The platform includes features and functionality including tasks, docs, chat, goals, and more, and is mostly used by operations and service teams once a sale has closed.

Founded in 2017, ClickUp now has well over 100,000 customers and competes with Asana, Monday, Jira, Basecamp, Trello, Teamwork, and others.

What is the HubSpot + ClickUp announcement?

There are a number of elements to the announcement which includes:

1. HubSpot Ventures have made an undisclosed investment in ClickUp

2. A new two-way integration between HubSpot and ClickUp in order to keep data in sync

3. New automations for both HubSpot and ClickUp users

4. Discounted pricing for customers already using ClickUp or HubSpot

The main goal here is to create a more customer-centric integration that allows client-facing teams (the HubSpot customer base) and operational teams (the ClickUp customer base) to work more closely together, specifically to increase the efficiency of hand-offs and collaboration between customer acquisition and customer enablement functions.

If you use HubSpot or ClickUp and struggle with the hand-off process between marketing and sales teams closing the deal, and operational teams providing early activity and feedback, this integration could be for you.

What about HubSpot projects?

Some of you will be aware that HubSpot already has its own project management product. HubSpot Projects was a productivity tool launched in 2016 but has never really taken off. It includes a number of pre-built project templates such as lead nurturing, email newsletter creation, keyword research, and more, though they are all extremely basic.

HubSpot projects can create tasks, and templates, and have some very light project management tools but struggle in more complex organizations, particularly marketing agencies. There is no way to have multiple clients in a single HubSpot portal using projects; it is effectively a separate project management tool for each customer.

More information on HubSpot Projects

What about Teamwork?

Up until now, Teamwork.com has been the only project management tool with a real native integration, with the ability to configure workflows such as "when X happens in HubSpot, do Y in Teamwork."

The integration enables functionality such as:

• Within HubSpot, you can create projects directly from deals and automatically add all of the contacts to your Teamwork site.

• When a deal stage changes in HubSpot, create a project in Teamwork

• When a deal stage changes in HubSpot, create a task in Teamwork

However, the integration is a personal integration and requires all Teamwork users to have the Teamwork Chrome Extension installed. The extension adds HubSpot icons at various points within the standard Teamwork interface and adds a Teamwork icon and menu to the HubSpot interface.

This is a relatively simplistic integration with no bi-directional capability or automations.

What can I do with the new HubSpot & ClickUp integration?

The new HubSpot + ClickUp integration is a direct integration on both platforms, meaning ClickUp actions are available directly from within HubSpot's native workflows tool, and similarly, HubSpot actions are available directly from within ClickUp automations.

Some examples of functionality that is now available:

1. Create ClickUp tasks from new HubSpot CRM contacts

2. When a HubSpot deal is moved to closed-won, create a folder and task in ClickUp which includes key properties from the HubSpot deal (such as customer name, company name, contact details, and deal value).

3. When a HubSpot deal is moved to closed-won, create a fully-templated onboarding project in ClickUp

4. When the project manager on a project in ClickUp changes, update the related deal in HubSpot so that customer-facing teams are kept in the loop on who the main point of contact is

Here is an example of the standard HubSpot deal workflow when a ClickUp task creation panel is on the right-hand side. Deal tokens allow you to include any custom HubSpot data to pass to ClickUp, such as deal name, deal type, and amount.

HubSpot to ClickUp triggers and actions

• HubSpot triggers: New Deal, New Ticket, New Contact, New Line Item

• ClickUp actions: Create task, Create subtask

ClickUp to HubSpot triggers and actions

• ClickUp triggers: Status changes, Priority changes, Due date changes, Start date changes, Assignee changes, Task created, Existing task added to this location, Moved to this location, Task linked, Time tracked, All subtasks resolved, All checklists resolved, Task unblocked, Custom field changes, Due date arrives, Start date changes

• HubSpot actions: Create ticket, Create contact, Create Deal, Create Company, Create Line_item, Create Product, Create task

Two-way sync

The image below shows the bi-directional synchronization of data, clearly this is only available for ClickUp tasks at the time of writing.

HubSpot & ClickUp Discounted Pricing

As part of the announcement, both ClickUp and HubSpot are providing discounted pricing for respective customers.

If you are a ClickUp customer, go to this link to receive 20% off select HubSpot plans.

If you are a HubSpot customer, go to this link to receive 20% off select ClickUp plans.

Final thoughts

The main advantages of the HubSpot and ClickUp integration include improved collaboration between customer-facing and operational teams.

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