topic Re: Monday.com and Custom Hubspot Fields in Sales Integrations

Monday.com and Custom Hubspot Fields

CaitlinHaire — Thu, 11 Aug 2022 17:33:28 GMT

Has anyone found a solution to push information for custom fields if/when they're updated to a Monday.com board? Currently the integration is only setup to push updated field info for non-custom fields. Our ops and analytics teams are tracking our client onboarding via a Monday.com board and we've successfully been able to push Deal info from Hubspot into Monday.com - the challenge comes from when their are updates to custom fields (non-custom fields will continue to push data to Monday.com, custom fields will only push on creation).

Re: Monday.com and Custom Hubspot Fields

Phil_Vallender — Fri, 12 Aug 2022 08:59:43 GMT

Hi @CaitlinHaire

I haven't implemented a solution to this specific challenge, but the challenge is a common one.

When a native integration does not support the synchronisation of the data we want, we only have a few viable options:

Try to bolt on a consumer solution like Zapier to pass the additional data - be warned, this is more complex than it ever sounds and their may be issues with time delays etc
Use a third-party integration platform that claims to have pre-existing connectors to required systems. A google search for HubSpot Monday integration brings up a few familiar names. Be warned again, using these systems is rarely (if ever) as easy as they make is sound and usually requires a developer none-the-less
Code one or more custom connectors so that you can use a preferred third-party integration platform
Develop a completely bespoke API integration that is proprietary to your company - this requires your own infrastructure and maintenance.

Hope this helps?

Re: Monday.com and Custom Hubspot Fields

CaitlinHaire — Mon, 29 Aug 2022 16:52:07 GMT

Thanks, Phil! Will explore these in a bit more detail. Gotta be honest, I dig look into Zapier and my eyes crossed 😉 Need to clear some time to really focus on this. Appreciate it!