HubSpot API & Monday.com API

seapete23 — Thu, 11 May 2023 18:45:10 GMT

Hi all,

We use Monday as our project management tool, specifically to track hardware installation on board ships. From a commercial standpoint, we use HubSpot's custom object feature to track each ship's commerical details and motions. We have a ship database in Monday and a duplicate database in HubSpot. I am trying to figure out a scalable way to add a ship's information in one of the databases and then copy/sync it over to Monday or vice versa.

Any information would be much appreciated!

Re: HubSpot API & Monday.com API

Jaycee_Lewis — Fri, 12 May 2023 15:52:24 GMT

Hey, @seapete23 👋 Welcome to the community! I have a few suggestions on where you might get started.

This is a complex task that requires a certain level of technical sophistication, as it involves using APIs and potentially setting up middleware to handle the data transfer.

There isn't a built-in, direct way to sync custom objects in HubSpot with Monday.com. And it's possible to achieve this using a combination of the APIs provided by both platforms.

If you are a developer or have developer resources:

Decide on your Primary and Replica databases (the Primary database is the one you update first, and the Replica database gets updated based on the information in the Primary database)
Look at webhooks in workflows in HubSpot and webhooks in Monday.com
Create a serverless function (in HubSpot or elsewhere) that gets triggered by these webhooks. This function should take the updated ship information and use the replica's system's API to update the corresponding record in the replica's system
Don't forget to address how you'll handle errors and edge-cases

Other places to look if you are not comfortable creating webhooks and serverless functions, are tools like Zapier or Make, which can help automate the data syncing process. You'll need to investigate here more to understand if they have the needed recipes or actions for your goals. As with the first option, this may be a complex setup and require some degree of technical skill or the help of an expert or consultant.

In this case, letting the community know which direction you are headed, custom coded or using an automation tool like Zapier, will help the community better understand your goals and how to help you.

No matter which direction you choose, the community is here to support you 🤜 🤛

Have fun building! — Jaycee

Re: HubSpot API & Monday.com API

seapete23 — Fri, 12 May 2023 20:26:03 GMT

Thank you @Jaycee_Lewis! This is super insightful and I appreciate the actionable next steps.

topic HubSpot API &amp; Monday.com API in APIs & Integrations

HubSpot API & Monday.com API

Re: HubSpot API & Monday.com API

Re: HubSpot API & Monday.com API

topic HubSpot API & Monday.com API in APIs & Integrations