Our accounts team lives in HubSpot, while Ops manages deals in Monday.com. We can port all the deal info from HS to Monday, no problem, and it syncs to stay up to date. But it would be a huge help for us if HubSpot and Monday offered integrations going the other direction — from Monday to HubSpot. I see other tools claim they can patch this with a free trial, etc., but since we’re paying for both these tools already, I’d love to have updates from Ops in Monday.com sync with Deal properties in HubSpot.
Hi there! My name is Hallie and I’m an Associate Program Manager on the CXM team here at HubSpot. I’m happy to share that there is now a data sync integration for Monday.com and HubSpot, which allows data to sync bidirectionally! You can read more about the product update here.
This new data sync app aims to offer an alternative approach to the original integration, allowing not only importing data from HubSpot into monday.com but also ensuring that updates flow seamlessly from monday.com back into HubSpot. Or it can help you migrate data from Monday.com into HubSpot!
It’s possible to install both apps concurrently - but we recommend only turning on the sync process in just one of the apps, to avoid confusing sync loops.
Functionality
The data sync app is available for installation through the HubSpot Marketplace (link only accessible for those enrolled in the private beta).
Once installed, you are prompted to determine the specific object and field mappings to achieve a bidirectional synchronization that matches your business process. Custom matching and filtering (on the limit tab) ensures that only the most pertinent data is shared between HubSpot and monday.com.
For more guidance in configuring a sync with monday.com, follow the instructions in the knowledge base. 