How to connect ClickUp and Zapier
This video shows you how connect ClickUp with Zapier and then setup a zap to automatically create a new task in ClickUp when you have a new contact in HubSpot. ClickUp is my preferred project and task management tool and I love using HubSpot as well, so it's a perfect match. ➝ Give ClickUp it a go yourself for free: https://trfc.co/clickup
-- Chapters --
00:00 Introduction to the Zapier integration
00:24 Possibilities with Zapier
01:32 Setting up the action step in Zapier
02:41 Testing the Zap integration
04:57 Demonstration
05:45 Conclusion
😎 Try ClickUp for free: https://trfc.co/clickup
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-- Video Summary --
*Introduction to Zapier Integration with HubSpot and ClickUp*
Explanation of using Zapier for automating tasks between HubSpot and ClickUp.
The example demonstrated is adding a new contact in HubSpot and creating a follow-up task in ClickUp.
*Versatility of Zapier Integration*
Highlights the flexibility of integrating various elements from HubSpot to ClickUp.
Mention of potential to automate contacts, companies, deals, or other elements into tasks or projects.
*Setting Up a New Zap*
Guidance on starting with Zapier's AI tool for a seamless setup.
Steps include choosing HubSpot accounts and specifying which data to pull from HubSpot.
*Configuring the Action Step in Zapier for ClickUp*
Instructions on selecting the appropriate ClickUp workspace and list for the task.
Details on how to customize the task name, description, and additional properties like email and company name.
*Demonstration and Testing*
Demonstration of adding a new contact in HubSpot and showing its addition as a task in ClickUp.
Explanation of the process for another test case to ensure the setup works correctly.
😎 Try ClickUp for free: https://trfc.co/clickup
-- Stuff --
🧡 Incredible software for CRM and Marketing: https://trfc.co/hubspot
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🧑💻 My super powered web browser is Sidekick: https://trfc.co/sidekick
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-- Terrific --
https://terrific.digital
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