Well, it took me a while to figure it out; ran out of the free plan operations allowance (I truly wish there would be a better method of testing and prototyping it… or is there?) and after frustration and rollercoaster I’ve got the results. Now: perhaps there is an easier way to do it - so if you are as geek as I am, we may have a good conversation
Below is the screenshot (after final successful test) and here is the walk-through:
HubSpot CRM - Watch CRM Objects: Watching for closed Deal; Trigger: Deal Stage: Won
The ultimate goal is to create tasks in ClickUp:
(1) in deals list = deal task (name, amount, description, etc. skip if already exist);
(2) in accounts list = Won Deal’s associated company name (skip if already exist); and
(3) in contacts list = Won Deal’s associated contacts (may be more than one, skip if any exist)
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I’m adding Hubspot Record ID into ClickUp custom field so that I can cross-check and avoid duplicates if records (=tasks) already exist.
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When creating Deal Task, I wanted to bring “ticker” (it’s a shortcut 4-letters company name, that I use to identify projects along with project number) - this one is tricky, because the “ticker” is part of Company Property in HubSpot and I needed to repeat the association path to get that value into the deal – not sure if this is the best way, but heck -it’s working
I’ve mapped the entire process and need to update first before sharing – hope my sweat and tears may bring you some solace if you find yourself in similar spot. Best, AZ
– update –
as promised (if the mind map image is too small to read, visit it here: Zoomable Image Viewer | BTF Group > R&D Hub)
This scenario also may answer couple questions I was looking while building it:
(1) how to get Clickup List IDs?
(2) (specifically tricky so-and-so): how to get ClickUp Custom Field ID?
Hope this is helpful – Peace! AZ