I need to create a custom code for Hubspot to create a task in Clickup … When a deal is created in Hubspot - I need a task created in Clickup that includes all the deal information as well as the associated contact and associated company information to correspond with the custom fields we have set in clickup and Im not sure how to go about it. I was going to utilize custom code workflow actions but need assistance with the code.

this is a common need and the native integration won’t cover it since custom field mapping isn’t supported in HubSpot workflows for ClickUp. for mapping deal info + associated contact + company into ClickUp custom fields, you have a few paths: 1. custom coded workflow action (Operations Hub): use the CRM Associations API to pull associated contacts and companies from the deal, then call the ClickUp API to create a task with custom field values. key detail: HubSpot property values are always returned as strings via the API, even numbers and booleans. you’ll need to type-convert before writing to ClickUp number or checkbox fields. 2. make scenario: trigger on deal stage change, use the HubSpot “Get Associated Objects” module to pull contacts and companies, then create the ClickUp task with mapped fields. heads up: users in the Make community report hitting HubSpot’s API rate limits (100 req/10 sec on Free/Starter) when processing batches. use the Sleep module between calls. 3. dedicated sync tool: there are purpose-built options now that handle the deal → task sync with custom field mapping and work on HubSpot Free tier. these handle the type conversion and rate limiting automatically. one gotcha regardless of method: ClickUp dropdown custom fields return values as position indices (orderindex) not option names. if your team ever reorders dropdown options, any middleware mapping to those fields sends wrong values without errors.

Hi, @TMarrano :waving_hand: Welcome to our community. While our community members are knowledgeable and helpful, providing custom coded solutions from scratch is likely not possible. A more productive approach is to work on your code, share your attempts, and seek specific advice on the challenges you face. Here are a few additional tips to help you be successful when asking our community for help: Be Specific: When seeking help from the community, rather than asking for complete code solutions, try to develop a basic version of your integration first Share Your Attempts: Include specific examples of what you’ve tried, any code snippets, and describe any errors or roadblocks you’re encountering Iterative Troubleshooting: Focus on one aspect of the integration at a time (e.g., just creating a task in ClickUp based on a HubSpot deal), which makes troubleshooting more manageable Have fun building! — Jaycee

Hey! I’m curious if you ever found a solution for this. I am running into the exact same issue and would love some help

Hey @Viraj919 and welcome, we are so glad to have you here! Thanks for reaching out to the HubSpot Community! I’d love to put you in touch with our Top Experts: Hi @nickdeckerdevs1, @Anton and @SteveHTM do you have suggestions to help @Viraj919, please? In the meantime, you might want to take a look at these resources: - Workflows | Custom Code Actions - CRM API | Deals - CRM API | Associations v4 Thanks and wishing you all a lovely day! :sun_with_face: Bérangère

Curious how this holds up once the basic ClickUp task creation is working. If you’re sending HubSpot deals into ClickUp, does the created task or project stay accurate enough to trust for onboarding or delivery? I’m thinking about deal/company/contact context, custom fields, products sold, due dates, assignees, templates/checklists, and status updates back to HubSpot. When it gets messy, is it usually a one-time mapping cleanup, something Make/Zapier/Unito/ClickSync handles well, or does someone still end up checking the ClickUp item before work starts?

good question. the initial task creation is the easy part. keeping it accurate after that is where every method breaks differently. zapier/make: great for the one-time push. but if someone updates the deal amount or stage after the zap fired, clickup keeps the old values. you need a second zap watching for updates, a third going the other direction, and then you’re managing loop prevention yourself. clicksync (I built it, so biased, but being straight with you): it’s state-based. checks both sides every 5 min, updates whichever side is stale. custom fields map by name not position index, bidirectional, loop prevention is built in. so deal stage changes in hubspot update the clickup task, and status changes in clickup write back to hubspot without creating a loop. what it doesn’t cover yet: associated contact/company data on the task, products, templates/checklists, or assignee mapping. those still need a separate automation or a manual step. to your last question: yeah, someone usually still checks the clickup task before starting work. the difference is whether they’re verifying “is any of this right” or “is this one edge case handled.” goal is making that check take 5 seconds not 5 minutes.

also, im curious if you’re trying to build a sync tool yourself, because these are the kind of questions even i used to ask

On JResearch’s question about whether the task stays accurate after the first push: it mostly comes down to two things. First, a stored link. The deal should hold the ClickUp task ID, so every later update goes to the same task. Without it, updates have to find the task by name, and that is where duplicates and wrong matches come from. Second, one owner per field. Amount and close date usually belong to HubSpot, status and assignee to ClickUp. If both sides can write the same field, whichever sync runs last wins, which is not always the right value. Checklists and subtasks work best when they come from a ClickUp template as the task is created, and then stay in ClickUp. We make BothSync, which works this way for deals, tickets and companies. One gap for the original question: it maps the deal’s own properties, not those of the associated contact and company. For those you would still need a custom code action like the one described above.

Hubspot to Clickup Integration

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Viraj919 March 14, 2026, 6:56pm 4

hey TMarrano — did you ever get this working? i’ve been researching this exact problem (deal + contact + company info into ClickUp custom fields) and i’m considering building a dedicated app for it. would love to know what you ended up doing, even if it was just manual.

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