Did you know? Our team can create automations for you! At no extra cost.Get Started For Free

ClickUp + CompanyHub Integration

Connect ClickUp to CompanyHub - Automate your workflows in 1-click

Make use of ClickUp automations to improve team communication and gain real-time visibility into project progress. Make use of CompanyHub automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s ClickUp + CompanyHub integration.

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For ClickUp + CompanyHub Integration

Just click on the workflow you want to automate

most-popular-automations

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!

See more

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!

See more

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.

See more

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.

See more

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.

See more

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.

See more

When Deal is created in CompanyHub > Create a record (Custom Table) in CompanyHub > Create task in ClickUp

When a new Deal is created in CompanyHub, Create a record (Custom Table) in CompanyHub and Create task in ClickUp.

Create ClickUp task for updated CompanyHub contact

CompanyHub + ClickUp Integration

When Contact is updated in CompanyHub > Create subtask in ClickUp

When Contact is updated in CompanyHub then Create subtask in ClickUp

When Contact is updated in CompanyHub > Update task in ClickUp

When Contact is updated in CompanyHub then Update task in ClickUp

When Contact is updated in CompanyHub > Update task with custom field in ClickUp

When Contact is updated in CompanyHub then Update task with custom field in ClickUp

When Contact is updated in CompanyHub > Post list comment in ClickUp

When Contact is updated in CompanyHub then Post list comment in ClickUp

When Contact is updated in CompanyHub > Post view comment in ClickUp

When Contact is updated in CompanyHub then Post view comment in ClickUp

When Contact is updated in CompanyHub > Update comment in ClickUp

When Contact is updated in CompanyHub then Update comment in ClickUp

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.

See more

When Contact is created in CompanyHub > Check any condition > Update task with custom field in ClickUp

CompanyHub + ClickUp Integration

When Contact is created in CompanyHub > Check any condition > Post list comment in ClickUp

CompanyHub + ClickUp Integration

When Contact is created in CompanyHub > Check any condition > Post view comment in ClickUp

CompanyHub + ClickUp Integration

When Record created(Custom Table) in CompanyHub > Create folder in ClickUp > Search deal in CompanyHub > Check any condition > (If found) > Update record in CompanyHub > (Else) > in {{action.5.App}}

CompanyHub + ClickUp Integration

When Record created(Custom Table) in CompanyHub > Update folder in ClickUp > Search deal in CompanyHub > Check any condition > (If found) > Update record in CompanyHub > (Else) > in {{action.5.App}}

CompanyHub + ClickUp Integration

1of3

Create Your Own ClickUp & CompanyHub Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

ClickUp + CompanyHub Integration

1.

Goal is created in ClickUp
Triggers the automation whenever a new goal is created
Instant
Goal is updated in ClickUp
Triggers the automation whenever a goal is updated
Instant
Goal is deleted in ClickUp
Triggers the automation whenever a goal is deleted
Instant
Target is created in ClickUp
Triggers the automation whenever a new target is created
Instant
Target is updated in ClickUp
Triggers the automation whenever a target is updated
Instant
Target is deleted in ClickUp
Triggers the automation whenever a target is deleted
Instant
Task status is updated in ClickUp
Triggers the automation whenever the status of a task is changed
Instant
Task is created in ClickUp
Triggers the automation whenever a new task is created
Instant
Task comment is posted in ClickUp
Triggers the automation whenever a task comment is posted
Instant
Task is moved in ClickUp
Triggers the automation whenever a task is moved with
Instant
Task priority is updated in ClickUp
Triggers the automation whenever the priority level of a task is changed
Instant
Task assignee is updated in ClickUp
Triggers the automation whenever a task assignee is changed
Instant
Task due date is updated in ClickUp
Triggers the automation whenever a task due date is updated
Instant
Task is deleted in ClickUp
Triggers the automation whenever a task is deleted
Instant
Subtask is created in ClickUp
Triggers the automation whenever a subtask is created
Instant
Task time tracked is Updated in ClickUp
Triggers the automation whenever task time tracking is updated
Instant
Task tag is updated in ClickUp
Triggers the automation whenever the tag assigned to any task is changed
Instant
Task comment is updated in ClickUp
Triggers the automation whenever a task comment is updated
Instant
Folder is created in ClickUp
Triggers the automation whenever a new folder is created
Instant
Folder is updated in ClickUp
Triggers the automation whenever a folder is updated
Instant
Folder is deleted in ClickUp
Triggers the automation whenever a folder is deleted
Instant
List is created in ClickUp
Triggers the automation whenever a new list is created
Instant
List is updated in ClickUp
Triggers the automation whenever any list is modified
Instant
List is deleted in ClickUp
Triggers the automation whenever any list is deleted
Instant
Space is created in ClickUp
Triggers the automation whenever a new space is created
Instant
Space is updated in ClickUp
Triggers the automation whenever any space is modified
Instant
Space is deleted in ClickUp
Triggers the automation whenever any space is deleted
Instant
Task is updated in ClickUp
Contact is created in CompanyHub
Triggers the automation whenever a new contact is created
Contact is updated in CompanyHub
Triggers the automation whenever a contact is updated
Company is created in CompanyHub
Triggers the automation whenever a new company is created
Company is updated in CompanyHub
Triggers the automation whenever a company is updated
Record is created (Custom Table) in CompanyHub
Triggers the automation whenever a new record is created in a custom table
Record is updated in CompanyHub
Triggers the automation whenever any record is updated
Deal is created in CompanyHub
Triggers the automation whenever a deal is created
Deal is updated in CompanyHub
Triggers the automation whenever a deal is updated
Task is created in CompanyHub
Triggers the automation whenever a new task is created
Quote is created in CompanyHub
Triggers the automation whenever a new quote is created
Sales order is created in CompanyHub
Triggers the automation whenever a sales order is created

2.

Create threaded comment in ClickUp
Automatically creates a new threaded comment
Search task by custom field in ClickUp
Automatically searches for tasks using a custom field
Create task in ClickUp
Automatically creates a new task
Update task with custom field in ClickUp
Automatically updates a task in the project management system with a custom field value
Create subtask in ClickUp
Automatically creates a subtask
Update task in ClickUp
Automatically updates the task with new information or changes
Search task in ClickUp
Automatically searches for a task
Post task comment in ClickUp
Automatically posts a comment on a task
Post list comment in ClickUp
Automatically posts a comment on a list
Post view comment in ClickUp
Automatically posts a comment on a view
Create list in ClickUp
Automatically generates a new list
Update list in ClickUp
Automatically updates a designated list with new information or changes
Get list details by id in ClickUp
Automatically retrieves detailed information about a list based on its ID
Search list in ClickUp
Automatically scan and retrieve results for a particular list
Delete list in ClickUp
Automatically deletes a list
Create folder in ClickUp
Automatically creates a new folder
Search folder in ClickUp
Automatically searches for a folder
Update folder in ClickUp
Automatically updates the contents of a particular folder
Get folder details by id in ClickUp
Automatically retrieves information about a folder using its ID
Create space in ClickUp
Automatically creates a new space
Get space details by id in ClickUp
Automatically retrieves detailed information of a space using its ID
Search space in ClickUp
Automatically searches for a space
Invite guest to workspace in ClickUp
Automatically sends an invitation to a guest to join the workspace
Update space in ClickUp
Automatically updates the space with new content and changes
Get view details by ID in ClickUp
Automatically retrieves details of a view using its ID
Create task from template in ClickUp
Automatically generates a task based on a pre-defined template
Add tag to a task in ClickUp
Automatically adds a tag to a task
Upload task attachment in ClickUp
Automatically uploads task attachments to designated folders
Add dependency to task in ClickUp
Automatically link tasks together to establish dependencies
Create space tag in ClickUp
Automatically generates a new space tag
Update target in ClickUp
Automatically updates the particular target with new data or information
Get task details by ID in ClickUp
Automatically retrieves the details of a task based on its unique ID
Update time tracked in ClickUp
Automatically log and update time spent on tasks in the time tracking tool
Create target in ClickUp
Automatically generates a new target
Remove tag from task in ClickUp
Automatically removes a tag from a task
Create goal in ClickUp
Automatically generates a new goal
Update goal in ClickUp
Automatically updates the goal based on new information
Create folderless list in ClickUp
Automatically generates a list of items without organizing them into folders
Delete dependency from task in ClickUp
Automatically deletes dependency link between two tasks
Delete target in ClickUp
Automatically deletes a target
Delete goal in ClickUp
Automatically deletes a goal
Delete checklist item in ClickUp
Automatically deletes an item from a checklist
Update space tag in ClickUp
Automatically updates the tag associated with a space
Get goal details by ID in ClickUp
Automatically retrieves goal details by using their unique ID identifier
Search goal in ClickUp
Automatically searches for a goal
Search team view in ClickUp
Automatically searches for a team view
Search task template in ClickUp
Automatically searches for a task template
Create time entry in ClickUp
Automatically creates a new time entry
Create checklist in ClickUp
Automatically generates a checklist for tasks
Update checklist in ClickUp
Automatically updates checklist items with new tasks or completions
Delete checklist in ClickUp
Automatically deletes a checklist
Update comment in ClickUp
Automatically updates comments with new information
Update checklist item in ClickUp
Automatically updates a item on the checklist
Search custom fields in ClickUp
Automatically searches for custom fields
Create checklist item in ClickUp
Automatically generates a checklist item
Search task using filters in ClickUp
Automatically searches for a task using filters
Search task in view in ClickUp
Automatically searches for a task in a view
Search sub-task in task in ClickUp
Automatically searches for a sub-task in a task
Add task link in ClickUp
Automatically creates a hyperlink to add a new task
Search folderless list in ClickUp
Automatically searches for a folderless list
Search list members in ClickUp
Automatically searches for list members
Search task members in ClickUp
Automatically searches for task members
Search tracked time in ClickUp
Automatically searches for tracked time
Search task comment in ClickUp
Automatically searches for a task comment
Search workspace in ClickUp
Automatically searches for a workspace
Search list comment in ClickUp
Automatically searches for a list comment
Add task to list in ClickUp
Automatically adds a task to a designated list
Search space view in ClickUp
Automatically searches for a sub-task in a task
Search list view in ClickUp
Automatically searches for a list view
Search folder view in ClickUp
Automatically searches for a folder view
Delete task in ClickUp
Automatically deletes a task
Delete space tag in ClickUp
Automatically deletes a space tag
Delete time tracked in ClickUp
Automatically removes recorded time entries from the database
Delete folder in ClickUp
Automatically deletes a folder
Delete comment from task in ClickUp
Automatically deletes a comment associated with a task
Delete space in ClickUp
Automatically deletes a space
Search space tag in ClickUp
Automatically searches for a space tag
Create contact in CompanyHub
Automatically adds a new contact to the database
Search contact in CompanyHub
Automatically finds and retrieves contact information
Create record (Custom Table) in CompanyHub
Automatically creates a new workspace
Update record in CompanyHub
Automatically updates a record with new information
Search record in CompanyHub
Automatically searches for a record within a given database
Get record by id in CompanyHub
Automatically retrieves a record based on its ID
Create deal in CompanyHub
Automatically generates a new deal with
Search deal in CompanyHub
Automatically retrieves and find a deal
Create company in CompanyHub
Automatically generates a new company profile with given details
Search company in CompanyHub
Automatically find information about a company
Create task in CompanyHub
Automatically creates a new task
Search task in CompanyHub
Automatically searches for a task
Create note in CompanyHub
Automatically creates a new note in the particular format
Create quote in CompanyHub
Automatically generates a new quote with pre-filled information
Create sales order in CompanyHub
Automatically generates a new sales order with pre-filled details
Delete record in CompanyHub
Automatically deletes a record

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

Integrate ClickUp & CompanyHub In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect ClickUp or CompanyHub With 1200+ Other Apps

ClickUp is a simple but powerful way to manage your projects and tasks. It allows you to create task lists, collaborate with teammates, set due dates, and comment on tasks from anywhere you go.

See ClickUp Integrations

CompanyHub is a cloud-based solution for seamless sales and marketing automation. It helps businesses manage their sales pipelines from lead generation to campaign execution, and eventually, to sales closure.

See CompanyHub Integrations

❤Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2

Connect ClickUp + CompanyHub Now

In Just 1 Click!

P

ProductHunt

Most upvoted product of the month

▲ 2000+

leader

most-implementable

easiest-to-do-business

best-support

Automate Your Tedious Tasks
With A Single Click.

It's so easy a caveman could do it.

Copyright © 2024 CompanyHub. All rights reservedPrivacy Policy Terms Of Use