ClickUp to HubSpot Automations | MESA

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ClickUp to HubSpot Automations

MESA is the most flexible way automate ClickUp to HubSpot. Easily add workflows to simplify your work.

Rated 4.7 out of 5 stars on the Shopify App Store

Build your own workflows.

MESA helps you make workflows that keeps your business running. A trigger is the event to start a workflow then, actions are performed.

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Create Company Association

Link a company to an existing contact or deal.

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Create Contact Association

Link a contact to an existing company or deal.

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Create Deal Association

Link a deal to an existing company or contact.

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Delete Company

Remove an existing company.

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Delete Company Association

Unlink a company from an existing contact or deal.

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Delete Contact

Remove an existing contact.

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Delete Contact Association

Unlink a contact from an existing company or deal.

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Delete Deal

Remove an existing deal.

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Delete Deal Association

Unlink a deal from an existing company or contact.

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Add Tag to Task

Add a tag to a task.

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Delete Checklist

Remove a checklist from a task.

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Delete Checklist Item

Remove a checklist item from a task checklist.

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Delete List

Remove a list.

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Delete Space's Tag

Remove a tag from a space.

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Delete Task

Remove a task.

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Remove Tag from Task

Remove a tag from a task.

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Thousands of professionals trust MESA to help them multiply their impact without multiplying their work.

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Why automate ClickUp to HubSpot?

ClickUp to HubSpot automations get more done in less time. Automate the everyday tasks holding back your potential growth.

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Auto-create tasks from new orders

When a Shopify order comes in, automatically create a ClickUp task with order details. Assign to fulfillment team, set due dates, and track progress without manual entry.

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Sync support tickets to project tasks

Turn Help Scout or Zendesk tickets into ClickUp tasks instantly. Keep your team aligned on customer issues without switching between platforms or duplicating work.

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Update task status from external events

When a shipment delivers or a payment clears, automatically update the corresponding ClickUp task status. Keep projects current without manual status checks or updates.

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Track inventory issues automatically

Low stock alerts or inventory discrepancies trigger ClickUp tasks for your operations team. Set priorities based on urgency and never miss a restock deadline again.

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Create tasks from form submissions

Tally or Typeform submissions automatically become ClickUp tasks. Route requests to the right team, set priorities, and ensure nothing falls through the cracks.

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360-Degree Customer View

Get a comprehensive view of each customer's interactions with your Shopify store. From the pages they've visited to the products they've purchased, all this information is at your fingertips. Use these insights to tailor marketing efforts that enhance the customer experience.

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Automate Marketing

Say goodbye to manual marketing efforts. With HubSpot, you can set up automated email campaigns triggered by specific customer behaviors on your Shopify store. It's all about the right message at the right time, and HubSpot makes it effortless.

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Streamlined Sales Process

Integrating HubSpot CRM with Shopify enables you to create a seamless sales pipeline. Manage leads, convert them into customers, and nurture those relationships for repeat sales, all within one platform. HubSpot CRM not only helps you sell but also helps you sell smarter.

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Enhanced Customer Support

Customer service isn't just about solving problems; it's about delighting customers. With HubSpot, you can automate support ticket creation based on customer inquiries from your Shopify store. This ensures that no customer issue goes unresolved, and every interaction is a chance to exceed expectations.

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Data-Driven Decision Making

Understand what's working and what's not with HubSpot's powerful analytics tools. Integration with Shopify ensures that your data is always up to date and reflects the true pulse of your business. Make informed decisions that drive growth and profitability based on real, actionable insights.

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Automate your work in less clicks

MESA makes automation achievable so you can multiply your impact without multiplying the work.

Try MESA for free 7-day trial included. Cancel anytime.

How MESA works

MESA helps you connect two or more apps to handle repetitive tasks automatically, no code necessary.

Step 1.

Start with a trigger

Select a trigger that sets your workflow in motion.

This could be anything from a new order in your Shopify store to a customer signing up for your newsletter.

Triggers are the starting points that tell MESA when to act.

Step 2.

Add an action

Next, choose the action that should follow the trigger.

Actions are the tasks that MESA will perform automatically, such as sending a confirmation email or updating your product inventory.

Linking actions to triggers is how you build a seamless workflow process.

Step 3.

Personalize

Make your workflow even more flexible using built-in apps.

Customize your automation with tools that match your specific needs, whether it's scheduling theme changes or syncing with your CRM.

Personalization ensures your workflows fit your unique business requirements.

All set!

You just made a workflow

Finally, enable your workflow. You've just automated a task that will save you time and reduce manual effort.

With MESA, complex processes become simple, freeing you up to focus on what matters most—growing your business.

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Fully supported by automation experts.

Get help from our team of experts and industry partners, who are dedicated to ensuring your MESA experience is smooth, efficient, and tailored to your exact business needs.

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Knowledge Base

Training guides, tutorials, and platform documentation.

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Service Partners

Consult on automation strategy to build your workflow.

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Contact us

5-star customer support and live chat for automations.

Multiply your impact without multiplying your effort.