ClickUp and HubSpot integration

How it works This workflow runs on a schedule to monitor HubSpot deals with upcoming contract expiry dates. It filters deals that are 30, 60, or 90 days away from expiration and processes each one individually. Based on the remaining days, it sends personalized email reminders to contacts via Gmail. It also notifies account managers in Slack and creates follow-up tasks in ClickUp for tracking. Step-by-step Schedule and filter expiring deals** Schedule Trigger – Runs the workflow at defined intervals. Get all deals – Fetches deals and contract expiry data from HubSpot. Filter Deals – Calculates days left and keeps only 30, 60, or 90-day expiries. Process deals and fetch contacts** Loop Over Deals – Iterates through each filtered deal. Fetch Associated Contact With Deal – Retrieves linked contact IDs via API. Get Contact Details – Pulls contact email and basic info from HubSpot. Route and send reminder emails** Switch – Routes deals based on days left (30, 60, 90). 30 day mail – Sends urgent renewal reminder via Gmail. 60 day mail – Sends friendly renewal notification email. 90 day mail – Sends early awareness email. Merge – Combines all email paths into a single output. Notify team and create follow-ups** Nofity Account Manager – Sends Slack alert with deal and contact details. Create Follow-up Task – Creates a ClickUp task for renewal tracking. Why use this? Prevent missed renewals with automated tracking and alerts Improve customer retention through timely communication Reduce manual CRM monitoring and follow-ups Keep teams aligned with Slack notifications and task creation Scale contract management without increasing workload

How it works This workflow automates customer feedback management by capturing reviews through a form, analyzing them with AI for sentiment and insights, and then creating structured tasks across Monday.com, ClickUp, and HubSpot. It ensures that customer concerns are categorized, prioritized, and assigned to the right teams with actionable metadata. Step-by-step Trigger & Input The workflow starts when a customer submits the Feedback Form containing their Name, Message, Rating, and Product/Service. The submitted data is pre-processed with a Code node to cleanly extract fields for analysis. AI Analysis & Processing The extracted review is sent to OpenAI GPT-4 for analysis. AI identifies sentiment, sentiment score, category (e.g., product, service, support, delivery, pricing), department, priority, required actions, keywords, and suggested response tone. A Data Processing node enriches the output with due dates, task titles, structured descriptions, and fallback handling in case of parsing issues. Structured Output Generation An AI Agent and OpenAI Chat model transform the enriched data into a strict JSON format that is compatible with Monday.com, ClickUp, and HubSpot. This ensures consistent field order, formatting, and metadata for all downstream integrations. Task Creation in Platforms The structured task data is automatically pushed to: Monday.com → Creates an item in a specified board. ClickUp → Creates a task with mapped fields and priority. HubSpot → Creates an engagement task in CRM with due date and priority. Benefits Automates end-to-end customer feedback analysis and task creation. Ensures structured, AI-driven insights for actionable responses. Reduces manual work in categorizing and assigning reviews. Keeps customer feedback synchronized across multiple platforms (Monday.com, ClickUp, HubSpot). Improves response time by prioritizing high-impact feedback with due dates.