Currently use Monday.com as our PM tool for our onboarding/fulfillment team. Use HS for our CRM. Is anyone using the integration to pass closed won deal info into Monday.com for an onboarding team?
Hello @KOwen27, I am not very familiar with this integration but would like to invite some of our top experts to help, @StjepanGrcic @danmoyle any recommendations to @KOwen27?
Thank you,
Pam
Thanks @PamCotton. Unfortunately, I don’t have any personal experience with the Monday integration, @KOwen27. The few reviews I see in the app marketplace lead me to believe it needs some work still. It looks like the sync is very limited.
We’re doing something similar - we’re tracking our client onboarding through a Monday.com board and pushing data from Hubspot to there. The integration is fairly straightforward, but as someone mentioned, pretty limited. We’re setup to push mapped fields of a Deal once it’s created, and for non-custom fields, those will update on the Monday.com board when they’re updated in Hubspot. As long as you’re you only using non-custom fields, it’s great. Challenge comes in when you have custom fields, which only push data upon creation, not if anything updates.
Thanks for sharing this insight with us, @CaitlinHaire!
We’ve recently released HubSpot integration at resynced.io and the main difference from the built-in integration is that it allows two-way syncing, and syncing custom fields. Feel free to check out the step-by-step guide here: How to synchronize HubSpot with monday.com | resynced.io
It shouldn’t take more than 5 minutes to set everything up, but should you have any questions, feel free to reach out to me anytime.
Thanks! Checking it out now!
Yeah, that’s a pretty common workflow. You could try Skyvia for this task. It lets you automate syncing closed won deals from HubSpot to Monday.com with more control over the mapping.