Move new lead details from ClickUp into HubSpot
Capture lead details in a ClickUp task and let Notis create the corresponding HubSpot contact.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
Create batch of contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Why this helps
Lead information captured in project tasks can be easy to miss when it is time to update the CRM.
- Reduce duplicate manual data entry between task tracking and the CRM.
- Keep lead details available to the team in HubSpot.
- Use task descriptions as the source for contact information.
Setup
Build it in a few focused steps.
- 1Connect ClickUp and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for lead capture.
- 3In one instruction, tell Notis to create a HubSpot contact from lead details in each new ClickUp task.
- 4Pick the ClickUp Task Created trigger and choose where run reports go.
- 5Test with one real lead task and check the created contact.
Questions about this workflow
What information should the ClickUp task include?
Include the lead details you want Notis to use, such as a name, email address, and company when available.
Will this send an email to the lead?
No. This workflow creates a HubSpot contact record; it does not send an email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Hubspot. A trigger fires from one place; an action lands in another.
Clickup triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Folder Created
Triggers when a new Folder is created.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Folder Deleted
Triggers when a Folder is deleted.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
List Created
Triggers when a new List is created.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
List Deleted
Triggers when a List is deleted.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Clickup and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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