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.
Hit the same custom field issue so I built an app that keeps them syncing after creation. Happy to answer questions.
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