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
To add an Integration, go to the board you want to create an Integration on and click on the Integrate button located on the upper right of your screen as seen below:
Once you select the HubSpot integration, you will find the templates that the integration offers. These integrations will allow you to sync your HubSpot to monday.com:
To continue, choose a template that you wish to use.
Once you click on one of the templates 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.
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.
Supported fields (for Company) for full sync:
- Company Domain Name
- Name
Supported Fields (for Deal) for full sync:
- Deal name
- Pipeline
- Deal Stage
- Amount
- Close Date
- Deal Owner
This will be mapped as the owner ID from Hubspot (not the owner name)
Supported fields for (for Contact) full sync:
- First name
- Last name
- Contact Owner
- Job Title
For mapping new items, all fields - custom and NON-Custom are supported
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.
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.
Important to know
Connecting the same HubSpot portal to multiple monday.com users and accounts is not supported. Only if all other integrations are deleted then( the subscription group is destroyed and ) can a different user create a new integration. When he/she does so, a new subscription group will be added that will belong to the newly integrated user. In order to be able to create more than one integration (connection), you will need to delete all HubSpot integrations previously created by other users to this portal and try again.
More Assistance
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.
Comments