HubSpot Diamond Solutions Partner
HubSpot & Monday.com Integration: Align Your GTM and Project Workflows
Connect HubSpot CRM with Monday.com to automate the handoff between your sales and delivery teams. Gain complete visibility across the customer lifecycle, from the final sale to project completion, ensuring a seamless client experience.
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Schedule a discovery call with our integration experts to learn how a custom connection between HubSpot and Monday.com can create a seamless, automated process from sales to project completion.
Empower Your Project Teams with Full Customer Context
Eliminate manual project creation and inconsistent data entry. By syncing HubSpot deal and company data directly into your Monday.com boards, you can automatically initiate projects with all the necessary information, ensuring your delivery teams have the context to start work immediately and execute flawlessly.
Automated Project Kickoffs: Automatically create a new item on a specific Monday.com board, populated with deal data, the moment a sale is marked 'Closed Won' in HubSpot.
Centralize Customer Information: Push key deal properties, contact details, and notes from HubSpot directly into the columns of your Monday.com items for easy access.
Standardize Onboarding & Delivery: Ensure every new client project follows a consistent process by using Monday.com templates triggered by HubSpot events.
Eliminate manual project creation and inconsistent data entry. By syncing HubSpot deal and company data directly into your Monday.com boards, you can automatically initiate projects with all the necessary information, ensuring your delivery teams have the context to start work immediately and execute flawlessly.
Unlock Real-Time Project Visibility in Your CRM
Give your sales, service, and account management teams a direct line of sight into project progress without ever leaving HubSpot. By syncing status updates and key milestones from Monday.com back to the CRM, your commercial teams can have more informed client conversations, proactively manage relationships, and identify new opportunities.
View Project Status in HubSpot: Track project progress and key milestones from Monday.com status columns directly on the associated HubSpot deal or company record.
Trigger Automated Client Updates: Use HubSpot workflows to send automated email updates to clients when their project's status changes on Monday.com.
Improve Account Management: Equip account managers with real-time project data to provide better support, anticipate roadblocks, and strengthen client relationships.
Give your sales, service, and account management teams a direct line of sight into project progress without ever leaving HubSpot. By syncing status updates and key milestones from Monday.com back to the CRM, your commercial teams can have more informed client conversations, proactively manage relationships, and identify new opportunities.
A Flexible Sync Architecture That Molds to Your Business
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Standard, out-of-the-box connectors force you into a rigid workflow that rarely matches your true operational needs. Our custom integration is engineered to map the data flow to your specific sales-to-delivery handoff process, ensuring the technology supports your unique workflow not the other way around.
- Bi-Directional & Uni-Directional Sync: Control the flow of information precisely between HubSpot and Monday.com to keep your commercial and operational teams perfectly aligned.
- Real-time & Scheduled Syncs: Trigger item creation instantly based on a deal closing or run batch updates to sync project statuses on a schedule that fits your team's cadence.
- Custom Sync Logic & Triggers: Define the exact conditions for automation, such as creating a project item only for deals of a certain size or product line.
- High-Volume Data Handling: Our architecture is built to reliably manage a high volume of projects and tasks without compromising performance.
Comprehensive Object & Field Mapping
We ensure seamless data translation between HubSpot and Monday.com by mapping CRM objects to your project management structure.
HubSpot
Monday.com
- Deals
- Tickets
- Companies & Contacts
- Deal/Ticket Properties
- Items on a Project Board
- Items on a Support Board
- Columns for Client Name & Contact Info
- Data in specific item columns
- Deals Items on a Project Board
- Tickets Items on a Support Board
- Companies & Contacts Columns for Client Name & Contact Info
- Deal/Ticket Properties Data in specific item columns
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and 'messy data' that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
Pragmatic Innovation
Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That's how we maintain a 98.5% customer retention rate.
The Expert You Call
We're a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.
Trusted by High-Growth Companies
See why leaders at scaling companies partner with Integrate IQ's experts.
Frequently Asked Questions
While basic connectors can create a new item from a trigger, our custom solution offers robust, bi-directional syncing. We can update existing items, map numerous custom fields, and build complex logic (e.g., if a deal stage changes, update a specific status column on an existing item), providing a level of reliability essential for core business processes.
Yes. This is a key feature for standardization. We can configure the integration to automatically create a new item or group of items based on your designated board templates whenever a deal is won, ensuring every new project kicks off with the correct tasks and structure.
Absolutely. The bi-directional sync allows Monday.com events to trigger updates in HubSpot. When you change a status column to 'Project Completed,' we can automatically update a custom 'Project Status' property on the HubSpot deal, keeping your sales and account teams informed in real-time.
Yes. Our solution can map any standard or custom property from a HubSpot record and sync that data to a designated column on your Monday.com board. This ensures your project team has all the unique details they need such as service level agreements or specific client requirements right where they work.
