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.