Documentation
BothSync guides
BothSync starts work in ClickUp when a HubSpot record reaches a stage, and keeps the two in step from then on.
How it fits together
- A rule watches a kind of HubSpot record: deals or tickets entering a stage, or companies reaching a lifecycle stage.
- Its task template creates the ClickUp task when a record gets there, with subtasks, checklists, a due date and an assignee, named from the record.
- Field mappings keep chosen HubSpot properties and ClickUp fields in step, in the direction you choose.
- Back in HubSpot, the record shows the task’s status, its latest comment and a link to it, and can move to a stage when the task is done.
HubSpot
ClickUp
A deal enters Closed Won.
the rule creates
A task with subtasks, checklists, a due date and an assignee.
Amount, close date, owner and other mapped properties.
kept in step
Budget, start date, assignees and other mapped fields.
The record’s card shows the task’s status and latest comment.
reported back
The status changes, someone comments.
The deal moves to the stage you chose, such as Delivered.
when it is done
The task is complete.
Guides
- Getting startedInstall, connect ClickUp, add the first rule and the card.
- Rules and task templatesWhat starts work, and what the new task contains.
- Field mappingWhich fields pair up, directions and conflicts.
- BothSync in HubSpotThe settings page, the ClickUp card and BothSync’s properties.
- How the sync worksTiming, loops and duplicates, deletes and merges.
- Activity and troubleshootingRead the activity log and fix what was skipped.
- Uninstall and your dataRemoving BothSync, and what is deleted.
- SupportWrite to us; we answer within one business day.
What you need
- HubSpot: any plan, Free and Starter included, and permission to install apps.
- ClickUp: any plan, Free included. ClickUp’s own limits still apply, such as the Free plan’s cap on custom field uses.
- One ClickUp workspace per HubSpot account.