Three ways to connect ClickUp and HubSpot: the native integration, automation platforms like Make and Zapier, and custom API sync. Which one fits your workflow and what each can't do.
Gaurav Guha(Author)
Co-Founder, SailoLabs
HubSpot ClickUp Integration: Native App, Automation Tools, or Custom?
Sales lives in HubSpot. Delivery lives in ClickUp. And the handoff between them lives in someone's copy-paste routine: a deal closes, and a human recreates the whole thing as a ClickUp task list, usually a day later, usually missing a field. A HubSpot ClickUp integration closes that gap so closed deals become projects automatically and delivery status flows back to where sales and leadership can see it. There are three ways to build it: the native integration, an automation platform in the middle, or custom API sync. Here's what each handles, where each breaks, and how to pick.
What a HubSpot ClickUp Integration Should Actually Do
Before comparing methods, define the job. The four workflows teams actually want:
- Closed-won deal in HubSpot creates a ClickUp task or project from a template, with deal value, contacts, and scope fields carried over
- ClickUp task status changes reflect back into HubSpot so account owners see delivery progress without asking
- New HubSpot tickets create ClickUp tasks for teams that run support or change requests through project management
- Comments or key updates visible on both sides, so context doesn't fragment between tools
Option 1: The Native ClickUp-HubSpot Integration
ClickUp ships a native HubSpot integration (you'll find it in ClickUp's integration settings and the HubSpot App Marketplace). It covers the common cases: trigger ClickUp tasks from HubSpot deal stages, link ClickUp tasks to HubSpot records, and surface some status back. Start here. It's free to try, takes minutes to connect, and if your handoff is "deal closes, create the project, keep the link," it may be all you need. Where native integrations like this run out of road: limited field mapping (custom properties often don't carry over cleanly), one-directional gaps (status back-sync is shallower than task creation), and no logic (you can't say "only for deals over $10k, use template B for onboarding-type deals"). Check the current listing for exact capabilities, since they evolve.
Option 2: Zapier, Make, or n8n in the Middle
When you need logic, custom fields, or multi-step workflows, an automation platform between the two tools is the standard answer. Both HubSpot and ClickUp have deep, mature connectors on all three major platforms. What this unlocks over the native app:
- Conditional routing: different ClickUp templates per deal type, pipeline, or amount
- Full custom field mapping between HubSpot properties and ClickUp custom fields
- Multi-step chains: create the project, assign the right PM by workload, post to Slack, and update the HubSpot record in one flow
- Two-way sync built exactly how you want it, including status roll-ups back onto the HubSpot deal
- Cost logic: at high task volumes Zapier gets pricey; Make or self-hosted n8n handle the same flows for a fraction (see our pricing breakdowns of all three)
Option 3: Custom API Integration
Both platforms have solid REST APIs, and a direct integration makes sense in a narrow set of cases: very high volume, complex transformation logic, or when the sync is part of a bigger system (say, a client portal reading from both). For most teams this is overkill. The honest rule: if an iPaaS flow can express your logic, build it there first. Reach for custom code when you've outgrown it, not before. If you do go custom, budget for error handling, retry logic, and monitoring, which is where DIY API projects usually fall down.
Setup Tips That Save You Pain Later
Whichever route you pick, the failures we see in ClickUp-HubSpot syncs are almost always design problems, not tool problems:
Decide the source of truth per field: deal value belongs to HubSpot, delivery status belongs to ClickUp. Two-way syncing everything creates loops and confusion.
- Use ClickUp templates: the integration should instantiate a proven project structure, not create one bare task
- Carry the HubSpot record URL into ClickUp (and vice versa): one click of context saves hundreds of Slack messages
- Test with a sandbox pipeline before pointing automation at live deals
- Name an owner: someone gets the error notifications when a sync fails, or failures stay silent for weeks
Key Takeaway
For a simple closed-won handoff, try the native ClickUp-HubSpot integration first. The moment you need conditions, custom fields, or reliable two-way status, put Make, Zapier, or n8n in the middle. Save custom API work for genuinely complex cases. If you'd rather have it built right the first time (field mapping, templates, error handling, documentation), this is core work for us: see our HubSpot consulting and CRM integration services, or bring it to a free Ops Diagnostic and we'll scope it honestly.
