Mar 8, 2022 2:21 PM
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?
Aug 11, 2022 1:21 PM
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.
Aug 11, 2022 3:15 PM
Mar 9, 2022 5:19 PM
Mar 10, 2022 8:53 AM
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.