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Create a task in ClickUp when a new contact is added in HubSpot

When a new contact is added in HubSpot, create a task in ClickUp.

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

Steps
1
Client fills in
1
Accounts
2
Starts
A new contact is added in HubSpot, within 5 minutes

UsesBeta

Every step, in order

When it happens in the first app, the step runs in the second, with the client’s own account.

A new contact is added
A contact created in HubSpot (a form, an import, by hand), checked every 5 minutes. The token needs crm.objects.contacts.read.
Create a task
A task in a list.
  1. Starts whenA new contact is added
  2. App stepNamed after the contact’s first name

What each client fills in

ClickUp: List ID
For example from the list’s URL

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

  • In the client’s HubSpot: Settings → Integrations → Private Apps (Legacy apps) → Create → scopes crm.objects.contacts.write, and for the triggers crm.objects.contacts.read, crm.objects.deals.read and tickets → copy the access token. A private app needs no HubSpot review.

  • In the client’s ClickUp: avatar → Settings → Apps → API Token → Generate.

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Connect the client’s HubSpot, for “A new contact is added”
  2. Connect the client’s ClickUp, for “Create a task”
  3. Fill in ClickUp: List ID (For example from the list’s URL)

Thrum is cooking.

Get early access and you’ll be among the first in. Early members get a launch perk.