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CompanyHub + ClickUp Integration

CompanyHub + ClickUp Integration

Connect CompanyHub to ClickUp in 1 click

Popular CompanyHub + ClickUp Workflows

CompanyHub + ClickUp Integration

Create ClickUp checklist for new CompanyHub deal

If you're using CompanyHub and ClickUp to manage your business, you'll want to take advantage of the integration between the two services. When a deal is created in CompanyHub, a checklist will automatically be created in ClickUp.

This makes it easy to keep track of the progress of each deal and ensure that all the necessary steps are taken. To get started, click on activate, connect your CompanyHub and ClickUp accounts and start creating deal!
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CompanyHub + ClickUp Integration

Create ClickUp checklist for new CompanyHub contact

When you create a new contact in CompanyHub, this automation will automatically create a related checklist in ClickUp. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your ClickUp board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with CompanyHub and ClickUp!
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CompanyHub + ClickUp Integration

Create ClickUp task for new CompanyHub contact

CompanyHub and ClickUp are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in CompanyHub, do you also create a task in ClickUp? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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CompanyHub + ClickUp Integration

Create ClickUp task for new CompanyHub task

CompanyHub provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from CompanyHub. ClickUp is a great tool for this.

All you need to do is - integrate ClickUp with CompanyHub to create task in ClickUp automatically when certain task occur in CompanyHub. This can save you time by not having to manually create tasks in both systems.
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CompanyHub + ClickUp Integration

Create ClickUp task for new CompanyHub deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in ClickUp to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within CompanyHub? Well now there is!

With our integration between CompanyHub and ClickUp, creating task in ClickUp is now easier than ever. Whenever a deal is created in CompanyHub, you can automatically create a corresponding task in ClickUp to keep your team up-to-date.
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CompanyHub + ClickUp Integration

Create ClickUp task for new CompanyHub record

As any project manager knows, tasks are essential for tracking progress on a project. Not only do they provide a clear outline of what needs to be done, but they also help to keep team members on schedule.

However, creating tasks can be a time-consuming process, particularly if there are many steps involved. One way to streamline the task-creation process in ClickUp is to use this CompanyHub - ClickUp integration. Using this integration, you can create a new task in ClickUp that will be automatically populated with data from a new record in a CompanyHub.

This can help to save valuable time and ensure that each task contains accurate and up-to-date information. As a result, this integration comes in handy for streamlining the task-creation process.
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ClickUp + CompanyHub Integration

Create CompanyHub record for new ClickUp task

Task management and project management often go hand-in-hand, as many tasks are part of a larger project. However, there are times when a task is created outside of the context of a specific project. In these cases, it can be helpful to automatically create a row in a spreadsheet so that the task can be tracked and assigned to the appropriate team member.

This process can be accomplished using ClickUp and CompanyHub. By linking these two applications, you can ensure that every task is automatically recorded in the CompanyHub, making it easier to track and manage.
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CompanyHub + ClickUp Integration

You can Add Conditions / More Apps in the next steps

  • Contact is created in CompanyHub
    Contact is created in CompanyHub
  • Contact is updated in CompanyHub
    Contact is updated in CompanyHub
  • Company is created in CompanyHub
    Company is created in CompanyHub
  • Company is updated in CompanyHub
    Company is updated in CompanyHub
  • Record created(Custom Table) in CompanyHub
    Record created(Custom Table) in CompanyHub
  • Record is updated in CompanyHub
    Record is updated in CompanyHub
  • Deal is created in CompanyHub
    Deal is created in CompanyHub
  • Deal is updated in CompanyHub
    Deal is updated in CompanyHub
  • Task is created in CompanyHub
    Task is created in CompanyHub
  • Quote is created in CompanyHub
    Quote is created in CompanyHub
  • Sales order is created in CompanyHub
    Sales order is created in CompanyHub
  • Task is created in ClickUp
    Task is created in ClickUp Instant
  • Task status is updated in ClickUp
    Task status is updated in ClickUp Instant
  • Task is updated in ClickUp
    Task is updated in ClickUp Instant
  • Task comment is posted in ClickUp
    Task comment is posted in ClickUp Instant
  • Task is moved in ClickUp
    Task is moved in ClickUp Instant
  • Task priority is updated in ClickUp
    Task priority is updated in ClickUp Instant
  • Task assignee is updated in ClickUp
    Task assignee is updated in ClickUp Instant
  • Task due date is updated in ClickUp
    Task due date is updated in ClickUp Instant
  • Task is deleted in ClickUp
    Task is deleted in ClickUp Instant
  • Task tag is updated in ClickUp
    Task tag is updated in ClickUp Instant
  • Task time tracked is Updated in ClickUp
    Task time tracked is Updated in ClickUp Instant
  • Task comment is updated in ClickUp
    Task comment is updated in ClickUp Instant
  • Folder is created in ClickUp
    Folder is created in ClickUp Instant
  • Folder is updated in ClickUp
    Folder is updated in ClickUp Instant
  • Folder is deleted in ClickUp
    Folder is deleted in ClickUp Instant
  • List is created in ClickUp
    List is created in ClickUp Instant
  • List is updated in ClickUp
    List is updated in ClickUp Instant
  • List is deleted in ClickUp
    List is deleted in ClickUp Instant
  • Space is created in ClickUp
    Space is created in ClickUp Instant
  • Space is updated in ClickUp
    Space is updated in ClickUp Instant
  • Space is deleted in ClickUp
    Space is deleted in ClickUp Instant
  • Create contact in CompanyHub
    Create contact in CompanyHub
  • Search contact in CompanyHub
    Search contact in CompanyHub
  • Create a record (Custom Table) in CompanyHub
    Create a record (Custom Table) in CompanyHub
  • Update record in CompanyHub
    Update record in CompanyHub
  • Search Record in CompanyHub
    Search Record in CompanyHub
  • Get record by id in CompanyHub
    Get record by id in CompanyHub
  • Create deal in CompanyHub
    Create deal in CompanyHub
  • Search deal in CompanyHub
    Search deal in CompanyHub
  • Create company in CompanyHub
    Create company in CompanyHub
  • Search company in CompanyHub
    Search company in CompanyHub
  • Create task in CompanyHub
    Create task in CompanyHub
  • Search task in CompanyHub
    Search task in CompanyHub
  • Create note in CompanyHub
    Create note in CompanyHub
  • Create quote in CompanyHub
    Create quote in CompanyHub
  • Create sales order in CompanyHub
    Create sales order in CompanyHub
  • Create task in ClickUp
    Create task in ClickUp
  • Create subtask in ClickUp
    Create subtask in ClickUp
  • Update task with custom field in ClickUp
    Update task with custom field in ClickUp
  • Update task in ClickUp
    Update task in ClickUp
  • Search task in ClickUp
    Search task in ClickUp
  • Post task comment in ClickUp
    Post task comment in ClickUp
  • Post list comment in ClickUp
    Post list comment in ClickUp
  • Post view comment in ClickUp
    Post view comment in ClickUp
  • Create list in ClickUp
    Create list in ClickUp
  • Update list in ClickUp
    Update list in ClickUp
  • Get list details by id in ClickUp
    Get list details by id in ClickUp
  • Search list in ClickUp
    Search list in ClickUp
  • Delete list in ClickUp
    Delete list in ClickUp
  • Create folder in ClickUp
    Create folder in ClickUp
  • Search folder in ClickUp
    Search folder in ClickUp
  • Update folder in ClickUp
    Update folder in ClickUp
  • Get folder details by id in ClickUp
    Get folder details by id in ClickUp
  • Create task from template in ClickUp
    Create task from template in ClickUp
  • Get task details by id in ClickUp
    Get task details by id in ClickUp
  • Add dependency to task in ClickUp
    Add dependency to task in ClickUp
  • Upload task attachment in ClickUp
    Upload task attachment in ClickUp
  • Add tag to a task in ClickUp
    Add tag to a task in ClickUp
  • Add time track to task in ClickUp
    Add time track to task in ClickUp
  • Create space tag in ClickUp
    Create space tag in ClickUp
  • Update target in ClickUp
    Update target in ClickUp
  • Update goal in ClickUp
    Update goal in ClickUp
  • Update time tracked in ClickUp
    Update time tracked in ClickUp
  • Create target in ClickUp
    Create target in ClickUp
  • Remove tag from task in ClickUp
    Remove tag from task in ClickUp
  • Create folderless list in ClickUp
    Create folderless list in ClickUp
  • Create goal in ClickUp
    Create goal in ClickUp
  • Delete dependency from task in ClickUp
    Delete dependency from task in ClickUp
  • Delete goal in ClickUp
    Delete goal in ClickUp
  • Delete target in ClickUp
    Delete target in ClickUp
  • Delete checklist item in ClickUp
    Delete checklist item in ClickUp
  • Search team view in ClickUp
    Search team view in ClickUp
  • Update space tag in ClickUp
    Update space tag in ClickUp
  • Get goal details by id in ClickUp
    Get goal details by id in ClickUp
  • Search goal in ClickUp
    Search goal in ClickUp
  • Search task template in ClickUp
    Search task template in ClickUp
  • Create space in ClickUp
    Create space in ClickUp
  • Invite guest to workspace in ClickUp
    Invite guest to workspace in ClickUp
  • Get space details by id in ClickUp
    Get space details by id in ClickUp
  • Get view details by id in ClickUp
    Get view details by id in ClickUp
  • Update space in ClickUp
    Update space in ClickUp
  • Search space in ClickUp
    Search space in ClickUp
  • Create checklist in ClickUp
    Create checklist in ClickUp
  • Update checklist in ClickUp
    Update checklist in ClickUp
  • Delete checklist in ClickUp
    Delete checklist in ClickUp
  • Update checklist item in ClickUp
    Update checklist item in ClickUp
  • Search custom fields in ClickUp
    Search custom fields in ClickUp
  • Create checklist item in ClickUp
    Create checklist item in ClickUp
  • Update comment in ClickUp
    Update comment in ClickUp
  • Search task using filtered in ClickUp
    Search task using filtered in ClickUp
  • Search task in view in ClickUp
    Search task in view in ClickUp
  • Search folderless list in ClickUp
    Search folderless list in ClickUp
  • Search task members in ClickUp
    Search task members in ClickUp
  • Search sub-task in task in ClickUp
    Search sub-task in task in ClickUp
  • Search list members in ClickUp
    Search list members in ClickUp
  • Search task comment in ClickUp
    Search task comment in ClickUp
  • Search space tag in ClickUp
    Search space tag in ClickUp
  • Search workspace in ClickUp
    Search workspace in ClickUp
  • Search tracked time in ClickUp
    Search tracked time in ClickUp
  • Search list comment in ClickUp
    Search list comment in ClickUp
  • Search space view in ClickUp
    Search space view in ClickUp
  • Search list view in ClickUp
    Search list view in ClickUp
  • Search folder view in ClickUp
    Search folder view in ClickUp
  • Delete task in ClickUp
    Delete task in ClickUp
  • Delete space tag in ClickUp
    Delete space tag in ClickUp
  • Delete time tracked in ClickUp
    Delete time tracked in ClickUp
  • Delete folder in ClickUp
    Delete folder in ClickUp
  • Delete comment from task in ClickUp
    Delete comment from task in ClickUp
  • Delete space in ClickUp
    Delete space in ClickUp

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CompanyHub + ClickUp Integration
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