ClickUp CRM to HubSpot
CRM use of ClickUp's work-management platform, where leads, contacts, companies and deals are usually modelled as tasks in Lists with custom fields.
ClickUp CRM data can move into HubSpot, landing mainly in Sales Hub. 0 of 8 mapped objects move directly; 5 items need manual work and 3 do not move. Plan roughly 1-3 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for ClickUp CRM
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 5 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
Under 5k records
CSV view exports are likely enough.
Mid migration
5k-50k records
API extraction is likely needed for custom fields and associations.
Large migration
50k+ records, many Lists
Needs a higher API tier and heavy remodelling.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves ClickUp CRM: what you need to get in, what lands in HubSpot, and what will not.
REST API (v2)
Personal API token generated under Apps in the user profile, or an OAuth app for multi-workspace use.
Owners and Admins can run workspace task exports. Other members need the Exporting or Export Views permission, and that permission is off by default on Business Plus and Enterprise.
Per token: 100 requests/min on Free, Unlimited and Business; 1,000 on Business Plus; 10,000 on Enterprise. Exceeding the limit returns HTTP 429. Task listing is paged at 100 tasks per page.
Choose your route
How will you move the data?
No native connector was found.
- You need: Personal API token generated under Apps in the user profile, or an OAuth app for multi-workspace use.
- Permission: Owners and Admins can run workspace task exports. Other members need the Exporting or Export Views permission, and that permission is off by default on Business Plus and Enterprise.
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- Workspace task CSV (Settings > Imports/Exports > Export Items)
- List or Table view export as CSV or Excel, including custom fields
- Form responses as CSV
- Dashboard card export
- Docs exported one at a time
- REST API extraction
Limits: Per token: 100 requests/min on Free, Unlimited and Business; 1,000 on Business Plus; 10,000 on Enterprise. Exceeding the limit returns HTTP 429. Task listing is paged at 100 tasks per page.
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 8-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In ClickUp CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contact/lead tasks (List items) | Contacts | partial | There is no native contact object; records are tasks, so you must split contacts from companies and deals using List or custom-field logic. Export the view to keep custom fields. |
| Company/account tasks | Companies | partial | Same task-based modelling; relationships between records must be rebuilt as HubSpot associations. |
| Deal/opportunity tasks and statuses | Deals | partial | List statuses map to HubSpot pipeline stages; the CSV is flat, so you need to define pipelines and stage mapping yourself. |
| Task comments and checklists | Notes | partial | The workspace export includes comments and checklists, but they arrive as CSV text and must be attached to records by ID. |
| Tasks (activities) | Tasks | partial | Task fields, assignees and due dates export to CSV. Association to the right HubSpot record needs a prepared mapping key. |
| Users/assignees | Contacts | manual | Map assignees to HubSpot owners by email; users are retrievable through the API. |
| Task attachments | Files | manual | The task export gives attachment hyperlinks only, so files must be downloaded and re-uploaded. |
| Email and call history | Emails | no | No documented bulk export of email or call activity as discrete objects was found. |
What to expect
Configuration is not part of the data exports; dashboard cards export only as outputs.
They export only as images or PDF.
No export of roles or ACLs to HubSpot; users and permission sets are rebuilt in HubSpot.
ClickUp automation rules do not transfer.
ClickUp dashboard cards export outputs only.
Custom field IDs are workspace-specific and opaque in the API.
Relationships between tasks and activity history are not guaranteed in CSV, so verify what the API returns.
Bulk Docs export is documented as not yet available.
Use view exports or the API to capture custom fields, then reconcile row counts.
Define a source-to-object rule set and unique key before import.
Upgrade temporarily or use the API.
Use paging with throttling and backoff on 429; consider a higher plan during migration.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
Export paths, API limits and permissions are backed by ClickUp's help centre and secondary guides. ClickUp CRM object structure (Lists, tasks, custom fields, relationships) and the HubSpot-side mapping are category-level knowledge. No HubSpot doc or ClickUp CRM-specific doc was retrieved.
Sources
Related migrations
Frequently asked questions
How do I migrate ClickUp CRM to HubSpot?
1. Inventory Spaces, Folders and Lists that hold leads, contacts, companies and deals. 2. List custom fields and statuses per List and decide the matching HubSpot properties and pipeline stages. 3. Confirm who holds Owner/Admin rights, and the Exporting permission for others. 4. Check the plan's export cap and API rate tier.
What does not move from ClickUp CRM to HubSpot?
Automations and Dashboards/reports, Whiteboards as structured data and Permissions and sharing model. Plan to rebuild or retire these.
How long does a ClickUp CRM to HubSpot migration take?
Small (Under 5k records): 1-3 weeks. Mid (5k-50k records): 3-8 weeks. Large (50k+ records, many Lists): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from ClickUp CRM?
Personal API token generated under Apps in the user profile, or an OAuth app for multi-workspace use. Owners and Admins can run workspace task exports. Other members need the Exporting or Export Views permission, and that permission is off by default on Business Plus and Enterprise.
What compliance issues apply when moving ClickUp CRM data?
Check: Free-form comments and attachments may contain health, financial or minors' data; scan before migrating.. Agree consent, retention and access rules before exporting.
Moving ClickUp CRM into HubSpot?
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