HubSpot is a software platform used for sales, customer service, marketing as well as a CRM. Now, with the help of this monday.com integration, you can have all your leads, contacts and companies managed in monday.com. Make sure your entire company is collaborating, managing, building and growing from one single hub using this quick and easy integration!
How to add it
Once you select the HubSpot integration, you will find three recipes the integration offers. These integrations will allow you to sync your HubSpot to monday.com.
These integrations include:
- When a new contact is created in HubSpot list, create an item and sync all future changes from HubSpot
- When a new contact is created in HubSpot, create an item and sync all future changes from HubSpot
- When a new deal is created in HubSpot, create an item and sync all future changes from HubSpot
- When a new company is created in HubSpot, create an item and sync all future changes from HubSpot
To continue, select the automation recipe that you wish to create.
Once you click on one of the recipes you will be asked to connect your monday.com account with your HubSpot account. Follow the steps on the screen to add your HubSpot credentials and complete the connection.
Congrats. 🎉 You're officially connected to your HubSpot account - let's boost things up!
Once you've chosen a recipe, you will be able customize your integration recipe and map out all the fields from the HubSpot contact, company or deal in monday.com.
Supported HubSpot Fields:
Currently, all HubSpot fields can be mapped onto a new item on monday.com, including both custom and non-custom fields.
HubSpot integration column
After selecting which data will be mapped into each column, an integration column will be added automatically to your board, with a tip explaining the column's purpose- to maintain the connection between the parameters in both apps:
Great! You're all set up!
Now, any changes you make to the non-custom columns in HubSpot will be made in monday.com as well, eliminating the need for double work and allowing you to work from one, collaborative space!
If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. You can consult and hire their services directly through our professional services online store.
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.