Sales Integrations

KOwen27
Member

Monday.com integration

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?

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4 Replies 4
CaitlinHaire
Participant

Monday.com integration

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.

kvonloesecke
Community Manager
Community Manager

Monday.com integration

Thanks for sharing this insight with us, @CaitlinHaire


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PamCotton
Community Manager
Community Manager

Monday.com integration

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

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danmoyle
Recognized Expert | Elite Partner
Recognized Expert | Elite Partner

Monday.com integration

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. 


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Dan Moyle

HubSpot Advisor

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/
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