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).
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.
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.
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!