Multi-Platform Deal Automation: HubSpot → LexOffice Invoicing + ClickUp Onboarding on New Deal Close

Problem:

A business closing deals in HubSpot had no automated connection between their CRM, invoicing platform, and project management tool, every closed deal required manually creating a LexOffice invoice, duplicating the deal into an onboarding pipeline, creating a Clickup task list, and sending a notification email, consuming significant admin time per deal and introducing frequent steps being skipped.

Solution:

Built a webhook-triggered Make.com scenario that fires on HubSpot deal activity, routes through a primary router to handle LexOffice invoice creation across multiple configurations, then processes a parallel branch that duplicates the deal into the HubSpot onboarding sales pipeline, moves it to onboarding stage, creates a HubSpot note, sends a Gmail notification, creates a ClickUp list with a templated task, associates the company to the deal, and writes final status back to HubSpot CRM.

Result:

Delivered a fully connected post-sale automation that executes every deal close action across three platforms simultaneously, invoicing, pipeline progression, task creation, and team notification all happen automatically the moment a deal is closed in HubSpot, with zero manual handoffs.