ClickUp to HubSpot Integration | MESA

Connect ClickUp to HubSpot and automate your tasks

Why integrate ClickUp with HubSpot

The ClickUp to HubSpot integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

Turn Shopify orders into ClickUp tasks automatically

When an order comes in with specific conditions — a custom request, a wholesale flag, a high-value purchase — MESA creates a ClickUp task with the relevant details already filled in. Your team picks up work without anyone transcribing order data by hand.

Keep project status in sync with what's happening in Shopify

When a Shopify event occurs — a product goes live, a fulfillment is completed, an order is cancelled — MESA updates the corresponding ClickUp task or status. Your project view reflects reality without manual updates.

Trigger Shopify actions when ClickUp work is done

When a task is marked complete in ClickUp — a design approved, a product reviewed, a vendor confirmed — MESA kicks off the next step in Shopify. Your internal workflows connect directly to your storefront operations.

Keep HubSpot contacts current as customers shop in Shopify

When a customer places an order, updates their details, or hits a lifecycle milestone in Shopify, MESA updates their HubSpot contact record automatically. Your CRM reflects who your customers are right now without a manual sync or scheduled export.

Create HubSpot deals from Shopify wholesale and B2B orders

When a qualifying order comes in — a wholesale account, a high-value purchase, a first-time B2B customer — MESA creates a deal in HubSpot with the order details already attached. Your sales team follows up with context, not just a name.

Trigger HubSpot workflows from Shopify customer behavior

When a customer crosses a spend threshold, earns a loyalty tier, or shows a churn signal in Shopify, MESA sends the event to HubSpot and starts the right sequence. Your CRM automation runs on live commerce signals, not just form fills and email opens.

Build any ClickUp and HubSpot automation

MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.

Company Created
Company Updated
Contact Created
Contact Updated
Deal Created
Deal Updated
Invoice Created
Invoice Updated
Line Item Created
Line Item Updated
Note Created
Note Updated
Product Created
Product Updated
Ticket Created
Ticket Updated
Task Assignee Updated
Task Comment Posted
Task Comment Updated
Task Created
Task Deleted
Task Due Date Updated
Task Moved
Task Priority Updated
Task Status Updated
Task Tag Updated
Task Time Estimate Updated
Task Time Tracked Updated
Task Updated
Create Company
Create Company Association

Link a company to an existing contact or deal.

Create Contact
Create Contact Association

Link a contact to an existing company or deal.

Create Deal
Create Deal Association

Link a deal to an existing company or contact.

Create Invoice
Create Invoice Association

Link an invoice to an existing company or contact.

Create Line Item
Create Line Item Association

Link a line item to an existing company, contact, or deal.

Create Note
Create Note Association

Link a note to an existing company or contact.

Create Product
Create Ticket
Create Ticket Association

Link a ticket to an existing company or contact.

Delete Company

Remove an existing company.

Delete Company Association

Unlink a company from an existing contact or deal.

Delete Contact

Remove an existing contact.

Delete Contact Association

Unlink a contact from an existing company or deal.

Delete Deal

Remove an existing deal.

Delete Deal Association

Unlink a deal from an existing company or contact.

Delete Invoice

Remove an existing invoice.

Delete Invoice Association

Unlink an invoice from an existing company or contact.

Delete Line Item

Remove an existing line item. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Delete Line Item Association

Unlink a line item from an existing company, contact, or deal. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Delete Note

Remove an existing note.

Delete Note Association

Unlink a note from an existing company or contact.

Delete Product

Remove an existing product.

Delete Ticket

Remove an existing ticket.

Delete Ticket Association

Unlink a ticket from an existing company or contact.

Get List of Companies

Obtain a list of existing companies.

Get List of Company Associations

Obtain a list of existing contacts or deals associated with a company.

Get List of Contact Associations

Obtain a list of existing companies or deals associated with a contact.

Get List of Contacts

Obtain a list of existing contacts.

Get List of Deal Associations

Obtain a list of existing companies or contacts associated with a deal.

Get List of Deals

Obtain a list of existing deals.

Get List of Invoice Associations

Obtain a list of existing companies or contacts associated with an invoice.

Get List of Invoices

Obtain a list of invoices.

Get List of Line Item Associations

Obtain a list of existing companies, contacts, or deals associated with a line item. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Get List of Line Items

Obtain a list of line items. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Get List of Note Associations

Obtain a list of existing companies or contacts associated with a note.

Get List of Notes

Obtain a list of notes.

Get List of Products

Obtain a list of products.

Get List of Ticket Associations

Obtain a list of existing companies or contacts associated with a ticket.

Get List of Tickets

Obtain a list of tickets.

Retrieve Company

Grab all details about a company.

Retrieve Contact

Grab all details about a contact.

Retrieve Deal

Grab all details about an existing deal.

Retrieve Invoice

Grab all details about an invoice.

Retrieve Line Item

Grab all details about a line item. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Retrieve Note

Grab all details about a note.

Retrieve Product

Grab all details about a product.

Retrieve Ticket

Grab all details about a ticket.

Search for Company

Search for an existing company.

Search for Contact

Search for an existing contact.

Search for Deal

Search for an existing deal.

Search for Invoice

Search for an invoice.

Search for Line Item

Search for a line item. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Search for Note

Search for a note.

Search for Product

Search for an existing product.

Search for Ticket

Search for an existing ticket.

Update Company

Modify an existing company.

Update Contact

Modify an existing contact.

Update Deal

Modify an existing deal.

Update Invoice

Modify an existing invoice.

Update Line Item

Modify an existing line item. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Update Note

Modify an existing note.

Update Product

Modify an existing product.

Update Ticket

Modify an existing ticket.

Add Tag to Task

Add a tag to a task.

Create Checklist

Create a checklist to a task.

Create Checklist Item

Add an item to a task's checklist.

Create Folder

Create a folder in a space.

Create Folderless List

Create a list in a space.

Create List

Create a list.

Create Space

Create a space in a workspace.

Create Tag for Space

Create a task tag for a space.

Create Task

Create a task.

Delete Checklist

Remove a checklist from a task.

Delete Checklist Item

Remove a checklist item from a task checklist.

Delete List

Remove a list.

Delete Space's Tag

Remove a tag from a space.

Delete Task

Remove a task.

Get List of Filtered Team Tasks

Obtain a list of tasks from a workspace that meet a specific criterion, limited to tasks you have access to.

Get List of Folder's Lists

Obtain a list of lists from a folder.

Get List of Folderless Lists

Obtain a list of lists in a space that aren't located in a folder.

Get List of Folders

Obtain a list of folders in a space.

Get List of Space's Tags

Obtain a list of tags in a space.

Get List of Spaces

Obtain a list of spaces in a workspace. Member information is available only in private spaces.

Get List of Tasks from List

Obtain a list of tasks from a list.

Get List of Workspaces

Obtain a list of workspaces accessible via the connected connection.

Remove Tag from Task

Remove a tag from a task.

Retrieve List

Grab all details about a list.

Retrieve Task

Grab all details about a task.

Update Checklist

Rename a task's checklist or reorder a checklist so it appears above or below other checklists on a task.

Update Checklist Item

Modify an item in a task checklist by renaming it, assigning it, marking it as resolved, or nesting it under another checklist item.

Update List

Modify a list.

Update Space's Tag

Modify a tag from a space.

Update Task

Modify a task's details.