Sales Integrations

CaitlinHaire
Participant

Monday.com and Custom Hubspot Fields

SOLVE

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).

 

 

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1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Monday.com and Custom Hubspot Fields

SOLVE

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:

 

  1. 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
  2. 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
  3. Code one or more custom connectors so that you can use a preferred third-party integration platform
  4. Develop a completely bespoke API integration that is proprietary to your company - this requires your own infrastructure and maintenance. 

Hope this helps?

Phil Vallender | Inbound marketing for B2B technology companies

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2 Replies 2
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Monday.com and Custom Hubspot Fields

SOLVE

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:

 

  1. 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
  2. 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
  3. Code one or more custom connectors so that you can use a preferred third-party integration platform
  4. Develop a completely bespoke API integration that is proprietary to your company - this requires your own infrastructure and maintenance. 

Hope this helps?

Phil Vallender | Inbound marketing for B2B technology companies
CaitlinHaire
Participant

Monday.com and Custom Hubspot Fields

SOLVE

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!

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