ClickUp & HubSpot Automations

Unify your CRM and project management systems with smart, no-code automation that boosts visibility, accelerates execution, and improves team coordination.

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We specialize in ClickUp & HubSpot Automations that eliminate workflow silos and manual handoffs. From lead capture and deal tracking in HubSpot to task creation and status updates in ClickUp, we build low-code integrations that keep your teams in sync—automatically. Whether you’re connecting sales to delivery, marketing to operations, or reporting across both tools, our solutions streamline every step of your customer journey and project pipeline.

Success Stories

We’ve helped B2B SaaS teams auto-create ClickUp tasks when deals reach new stages in HubSpot. We’ve enabled real-time updates on task progress to sync back into CRM timelines for better client communication. And for agencies, we’ve connected intake forms to project boards, ensuring zero lead leakage and immediate execution.

Interactive Brokers Bot

We used a signaling service (TrendSpider) to find out the right time and price to buy/sell the stocks. Once a signal is received, the bot connects with the TWS interface and makes the required transaction. It happens within a time bracket of 15 minutes.

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Automated Newsletter Emails

We fetched the users’ data from an API and checked all the subscriptions of every user to create a filtered list. Once we had the list, we created a templated transactional email which was then used to send relevant newsletters to all the subscribers.

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Opensea Bidding Bot

This tool was set up to make offers on thousands of NFT assets on Opensea in an attempt to acquire some at their best price. The record of all these offers (whether successful or unsuccessful) was maintained in a spreadsheet.

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High Growth Startup Finder (Redpoint Ventures)

As a Venture Capitalist, our client found it very tiring and expensive to find startup leads that they can investigate further for potential funding rounds. We were required to come up with a smart algorithm to find startups which can possibly be the next best investment for our client.

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Industries We Have Served

Our ClickUp and HubSpot automations serve diverse industries where efficiency, collaboration, and visibility are critical. From syncing sales data and client deliverables to integrating marketing and fulfillment workflows, we ensure your tools work as one connected system.

Healthcare Engagement Systems

Automatically assign tasks in ClickUp when new inquiries are received in HubSpot, and track engagement timelines across departments.

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Real Estate Lead Management

Route leads to agents instantly, create follow-up tasks in ClickUp, and update HubSpot status based on real-time interactions.

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Education Enrollment Systems

Connect inquiry submissions to ClickUp workflows, enabling admissions and counseling teams to coordinate from lead to enrollment.

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Financial Client Platforms

Streamline client onboarding by connecting HubSpot deals with ClickUp project boards, ensuring every advisory step is tracked and timely.

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Retail Customer Journeys

Trigger fulfillment tasks in ClickUp when new customer profiles are created in HubSpot. Sync loyalty, feedback, and engagement flows.

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Development Process

We follow a proven process to build ClickUp & HubSpot automations that match your workflow, scale with your team, and deliver business value from day one.

Discovery & Workflow Mapping

We begin by understanding your current sales and project lifecycle. We identify sync points, manual pain points, and define automation triggers and outcomes.

Automation Design & Integration

Using HubSpot Workflows, ClickUp Automations, and third-party tools like Zapier or Make, we build scalable, no-code integrations that sync data, tasks, and communications.

Testing, Deployment & Optimization

We thoroughly test for data integrity, permission handling, and sync timing. Post-deployment, we monitor performance and offer ongoing support to evolve with your needs.

Technologies We Use for Data Solutions

Programming Languages

Customer Support & Communication

Frameworks & Libraries

Storage

Workflow Automation & Orchestration

CRMs & PM Tools

E-commerce Platforms

No/Low-Code Tools

Security

Technologies We Use for Data Solutions

Programming Language

Frameworks & Libraries

No/Low-Code Tools

E-commerce Platforms

CRMs & PM Tools

Workflow Automation & Orchestration

Customer Support & Communication

Storage

Security

Our Clients

We work with fast-growing startups, agencies, and enterprise teams that rely on smooth handoffs between marketing, sales, and delivery. Whether you’re a fintech scaling operations, a retail brand improving CRM visibility, or an agency delivering projects at scale, our ClickUp & HubSpot automations deliver the efficiency and alignment your teams need to grow faster and work smarter.

Our Clients

From eCommerce brands and logistics providers to fintech startups and data-first SaaS platforms, we help companies around the world make smarter, faster, and more informed decisions through reliable data infrastructure.

Success Stories

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ClickUp & HubSpot Automations

Success Stories

Interactive Brokers Bot

Automated Newsletter Emails

Opensea Bidding Bot

High Growth Startup Finder (Redpoint Ventures)

Industries We Have Served

Healthcare Engagement Systems

Real Estate Lead Management

Education Enrollment Systems

Financial Client Platforms

Retail Customer Journeys

Development Process

Technologies We Use for Data Solutions

Programming Languages

Node Js

Python

Type Script

Python

Google Apps Script

Customer Support & Communication

Slack

Discord

Telegram

Microsoft Teams

ChatGPT (OpenAI) based chatbots

Twilio

Frameworks & Libraries

Scrapy

Selenium

BS4

Requests

Playwright

Puppeteer

Storage

MySQL

SQL Server

PostgreSQL

MongoDB

AirTable

SQLite

Redis

Firebase

Google Sheets

Workflow Automation & Orchestration

Webhooks

Cron Jobs

Apache Airflow

AWS Step Functions

CRMs & PM Tools

HubSpot

Monday.com

Salesforce

Zoho

Pipedrive

Asana

ClickUp

AirTable

Trello

Slack

ClickUp

E-commerce Platforms

Shopify

WooCommerce

Amazon

Magento

Wix Stores

Stripe

PayPal

No/Low-Code Tools

Bubble

Zapier

AirTable

Make

N8N

Security

OAuth

Rate Limiting

Captcha Handling

Technologies We Use for Data Solutions