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HubSpot Integration

 

 

Who can use this feature:
This integration is not available for users on the AU server
Available on Standard, Pro, and Enterprise

 

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: Group 64 - 2024-11-04T124200.836.png

 From the Automation center, search or scroll to locate the HubSpot integration and click on it.Group 64 - 2024-11-05T174157.825.png

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:Screenshot 2024-11-05 at 17.42.58 1.png

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.

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Congrats! You're officially connected to your HubSpot account.

 

Note: You will need to be a Super Admin on your HubSpot account in order to set up the integration.

 

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. recipe 1.png

Note: Due to potential interference between recipes, it is not recommended to have more than one HubSpot integration template in each board. You can, however, add additional HubSpot templates in other boards.

 

 

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:

  • Email
  • First name
  • Last name
  • Contact Owner
  • Job Title

For mapping new items, all fields - custom and NON-Custom are supported

Note: The sync will occur only for non-custom fields (ie, the default fields for the relevant contact, company or deal in HubSpot).

 

 

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.

Note: The integration column that is automatically created on your board maintains the sync between your monday.com board and HubSpot, and cannot be edited. 
 
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.

 

 

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.

Note: Each template will generate a different integration column.

 

 

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.