Monday.com integration

[KOwen27]

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?

[CaitlinHaire]

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.

[kvlschaefer]

Thanks for sharing this insight with us, @CaitlinHaire! 

[PamCotton]

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

[danmoyle]

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.