Deals become ClickUp projects

Choose a pipeline, the stages that start work and the ClickUp list for the task. When a deal enters one of those stages, BothSync creates the task from your template: name and description filled from the deal, subtasks with their own due dates and assignees, checklists, and the deal owner as assignee. One task per deal and rule, never a duplicate.

Tickets and companies too

A ticket reaching a status or a company reaching a lifecycle stage, such as Customer, starts work the same way, each with its own template and ClickUp list.

Two-way field mapping

Pair HubSpot properties with ClickUp fields: text, numbers, dates, dropdowns, and the owner with the task's assignees. Choose the direction for each pair, and for both ways, whether the newest change, HubSpot or ClickUp wins. Suggest mappings proposes pairs from field names, never from record data. Custom fields count toward ClickUp's plan limits.

ClickUp progress on the record

The ClickUp card in the record's sidebar shows each task, its status and when it last synced, with Sync now. The task's status, its latest comment and its link are also written to HubSpot properties, ready for views, filters and reports, and the record's timeline keeps each status change and comment.

Done in ClickUp, done in HubSpot

Completing the task can move the deal or ticket to the stage you choose, such as Delivered or Closed.

An activity log you can read

The settings page lists the last 30 things BothSync did and anything it skipped, with the reason.