HubSpot - ClickUp Integration

Seamlessly Connect Your Business with ClickUp
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Every ClickUp environment is configured differently, and no two businesses use HubSpot in exactly the same way. That’s why off-the-shelf integrations rarely deliver what’s needed.

At H&D, we take a consulting-led approach. Our team works with you to understand your specific ClickUp product setup and the data flows that matter most to your business. We then design and build a tailored integration using our Integration Glue Framework, ensuring a clean, scalable, and reliable connection between HubSpot and ClickUp.

The result: your teams get access to the right data in the right place, without manual entry, duplication, or compromise.

Common Use Cases

  • Centralising project visibility: sync key project data such as tasks, folders, and lists from ClickUp into HubSpot for complete customer visibility.

  • Automating sales-to-service handoffs: trigger workflows in HubSpot when project stages or task statuses change in ClickUp.

  • Streamlining internal workflows: update HubSpot records automatically based on project progress in ClickUp.

  • Data migration support: use the integration as a one-time migration tool to move project data from ClickUp into HubSpot.

The result: your sales, service, and marketing teams gain a unified view of customer activity, from deal to delivery.

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Typical Mapping

Below are common entity/object mappings between HubSpot and ClickUp

Both ClickUp and HubSpot are highly configurable, so our first step is always to understand how your business operates, including automations, reporting, and insight needs. From there, our team recommends the best-fit mapping for your requirements.

Because we use a low-code custom framework, we can rapidly build and deploy tailored solutions. Unlike iPaaS tools with rigid structures or outdated API support, our approach gives you full flexibility: if it’s possible, we can deliver it.

Here are some examples of mappings we’ve implemented between HubSpot and ClickUp.

HubSpot
ClickUp
Folders Folders

Projects (Custom Object)

Folders

Lists Lists

Streams (Custom Object)

Lists

Tasks Tasks

Actions (Custom Object)

Tasks

Users Users

Owners

Users

Gotchas, Challenges & Limitations

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API Rate Limits

ClickUp’s API enforces rate limits that can affect sync performance when processing large volumes of data. Bulk “discovery” syncs involving thousands of records may take time due to these limits.

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Projects

Complex Data Mapping

ClickUp’s data model can be intricate, with nested structures like Spaces, Folders, Lists, and Tasks. We often recommend using custom objects in HubSpot to preserve data relationships and maintain clarity across reporting and automation.

Source of Truth

If implementing a two-way sync, it’s essential to clearly define which system (HubSpot or ClickUp) is the “source of truth.” Misalignment can lead to data conflicts and overwrites.

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Integration Options

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Integrating HubSpot with ClickUp is not a one-size-fits-all exercise. Each business has unique processes, automation needs, and data flows. With years of experience delivering complex HubSpot and project management integrations, we know how to design solutions that work reliably at scale.

iPaaS & Automation Tools

iPaaS platforms and automation tools often look like the “quick fix.” In reality, they come with challenges:

  • Expensive: subscription costs add up quickly.
  • Constrained: limited flexibility, often unable to handle advanced requirements.
  • Outdated: lack of support for newer APIs or ClickUp endpoints.
  • Risky: builds can hit tool limitations mid-project, causing delays or scope pivots.


We’re happy to support other platforms, but because they often introduce limitations or unexpected roadblocks, we can’t provide fixed-price quotes or guaranteed timelines. For this reason, we strongly recommend locking in your integration scope, timeline, and delivery date before starting other parts of your project.

If you do choose a different tool, our HubSpot integration experts can still support you on a consulting basis, with blocks of hours available to guide your team through implementation.

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HubSpot Data Sync

Where ClickUp objects and fields are supported by HubSpot Data Sync (part of Data Hub), this is our recommended first option.

Data Sync provides a native, secure synchronisation layer with minimal configuration and ongoing maintenance handled directly by HubSpot, giving teams a fast and reliable way to align core data between systems.

Because ClickUp has a deeply nested data model, Data Sync support may be limited, but where it fits the use case, it offers the fastest and simplest path to alignment within HubSpot’s native integration capabilities.

Where businesses need to sync additional objects, support complex hierarchies, or automate workflows across both platforms, we can help extend HubSpot’s native integration capabilities with additional configuration or custom development.

Custom Integration Development

Some integrations require more than standard mappings or out-of-the-box tools can provide. When your Sage environment involves financial data, multi-object relationships, conditional rules, or processes that must align tightly with HubSpot, we deliver a fully tailored custom integration built around your business workflows.

Our custom development approach allows us to design integrations that connect directly to your data structure, financial processes, compliance requirements, and reporting needs. This ensures a clean, scalable, and future-ready connection between HubSpot and the Sage products used across your organisation.

 

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Integration Options Comparison

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Aspect
iPaaS / Automation Tools
Avidly with Glue Custom Integration
Cost Cost

High recurring subscription fees

Ongoing hosting & support fees, but typically lower than iPaaS and with added benefits

Speed to Deliver Speed to Deliver

Slower – extra layers add complexity

Faster – streamlined, direct development

Flexibility Flexibility

Limited – often can’t handle complex integration requirements

Fully tailored to your business processes

Reliability Reliability

Risk of mid-build failures and pivots

Clean, predictable, and stable builds

Scalability Scalability

Constrained by platform limits

Designed to scale as your business grows

Support for HubSpot APIs/Objects Support for HubSpot APIs/Objects

Often outdated, missing new features

Always built on the latest APIs and objects

Long-Term Value Long-Term Value

Cost sire, ROI drops over time

Lower ongoing costs, plus wider Integration Glue benefits beyond hosting

Our Approach

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What Makes Our Approach Different

  • Consulting-Led: we tailor every integration to your ClickUp instance and business needs.

  • Future-Proof: built on the latest HubSpot APIs and objects, unlike many packaged tools

  • Delivered by Experts: all consulting, design, and development work is handled by H&D / Avidly’s experienced team.

  • Cost-Effective: faster to build and maintain than iPaaS solutions, with lower long-term costs

  • Proven Framework: To accelerate development and maintain enterprise-grade reliability, our team builds on a structured internal framework that provides best-practice SDLC processes, secure hosting, version control, monitoring, and consistent development patterns

    This framework enables rapid setup, stable delivery, and simplified long-term maintenance, while still giving you a fully custom integration tailored to your system architecture and specific HubSpot requirements.

The result: a flexible, reliable integration built to last, delivered by experts who understand both HubSpot and ClickUp inside out.

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Discover

  • Access your ClickUp workspace and confirm API credentials.

  • Identify key data flows, records, and reporting requirements. 

Design

  • Define object mappings and transformation logic.

  • Specify rules for sync frequency, match, merge, and updates.

Develop

  • Set up the integration environments on the platform.

  • Create a HubSpot integration app.

  • Connect to your HubSpot and CluckUp.

  • Build out your match, create, update, merge, mapping and transformation rules.

Deliver

  • Internal testing.

  • Your testing.

  • Launch.

  • Post launch monitoring with real data.

Hosting, Monitoring & Maintenance

  • GCP Logging: We use Google Cloud Platform (GCP) logging for standard monitoring and to track the integration's health.
  • Sentry: Sentry provides in-depth error logging and notifications for specific issues.
  • ClickUp Activity History: ClickUp provides in-app activity tracking for tasks and projects, but does not expose integration or API-level logs. For monitoring and troubleshooting, we rely on GCP Logging and Sentry within the Integration Glue environment.

All integration approaches, iPaaS, automation tools, and Integration Glue custom integrations, involve hosting costs. Integration Glue Custom Integration hosting typically starts from USD $99 per month. This can be tailored to your business needs (e.g. static IP addresses, custom network configurations) at an additional cost.

With Integration Glue Custom Integration Hosting, you’re covered for major HubSpot updates as well as generic security and framework improvements.

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However, changes to how the integration functions, such as new mappings, transformations, or adjustments to your ClickUp, are not included in the hosting fee.

We’ve also seen with iPaaS and automation platforms that platform changes can cause delays, outages, or require configuration workarounds to keep systems running.

To avoid disruption, we recommend a maintenance contract with H&D, giving you:

  • Peace of mind: proactive monitoring and error detection
  • Less downtime: quick response to issues before they escalate
  • Future-ready integrations: small changes applied as your HubSpot or ClickUp setup evolves
  • Continuous improvement: enhancements that keep your integration running smoothly and optimally

FAQs

How do we get started with an integration?

Getting started begins with a short discovery conversation where we learn about your systems, what data needs to flow between them, and the business outcomes you want to achieve.

From there, we confirm the scope, validate technical requirements (e.g. access, APIs, data structures), and recommend the best approach, whether that’s HubSpot Data Sync, custom integration development, or supporting your existing iPaaS platform.

Once aligned, we provide a clear plan, timeline, and the next steps to begin the project.

What are the steps involved?

Our integration process follows a simple and predictable structure:

1. Discover
We review your systems, confirm data flows, and understand how your team uses each platform.

2. Design
We document the mapping, rules, logic, transformations, and sync direction required to connect both systems.

3. Develop
We configure environments, set up authentication, build the integration logic, and prepare everything for testing.

4. Deliver
We test internally, support you through user acceptance testing, deploy to production, and monitor the first live sync.

This structured approach ensures accuracy, reliability, and consistency across every integration we deliver.

Where does a partner support us?

As your integration partner, we support you throughout the entire project — strategically and technically.

This includes:

  • advising on the best integration approach
  • designing the data mapping and logic
  • handling authentication, configuration, and setup
  • building, testing, and deploying the integration
  • assisting with reporting or workflow alignment inside HubSpot
  • providing post-launch monitoring, optimisation, and optional ongoing maintenance

Whether you’re using HubSpot Data Sync, a custom integration, or an iPaaS platform, we act as your end-to-end support partner to ensure the integration works the way your business needs it to.

Is my data secure when using this integration?

Yes. Our integrations process data transiently, encrypt traffic end-to-end, and follow OWASP and ISO-aligned security practices. We do not store customer data by default, and access is tightly controlled through least-privilege IAM and secure secret management.

Learn more in our full security overview

What software development security practices do you follow

We follow ISO/IEC 27001 and 27002–aligned secure development practices across all custom software and CMS deployments. This includes SSO-protected source control, code reviews, CI/CD security checks, vulnerability scanning, least-privilege access, and transient in-memory data handling with no persistent customer data stored by default.

You can read our full Software Development Security Practices documentation