HubSpot logo + Monday logo

Automate HubSpot & Monday

Stop paying for mismatched spreadsheets. Sync data between HubSpot and Monday in real-time, so you can manage your operations without the busywork.

Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["HubSpot"]
        T1(["All Forms List"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth} V -->|Fail| DLQ[Dead Letter
Queue] V -->|Pass| Map[Data Mapping
& Transformation] Map --> Retry[Rate Limiting
& Retries] end subgraph Target ["Monday"] A1(["Archive Board"]) end T1 -->|JSON Payload| W Retry -->|Authenticated API POST| A1 style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When HubSpot and Monday.com operate independently, sales teams often find themselves duplicating efforts. For instance, when a lead status in HubSpot changes, the sales team must manually update project statuses in Monday.com, leading to discrepancies in project timelines. This not only wastes valuable time but also results in missed deadlines, as project managers rely on outdated information that does not reflect the latest lead developments. The sales team ends up spending hours each week on manual data entry instead of focusing on closing deals.

Top Ways to Automate HubSpot & Monday

  • Automated Lead Tracking: Instantly sync new leads from HubSpot to Monday.com, ensuring your project management team is always informed and ready to take action, eliminating the risk of lost opportunities.
  • Real-Time Project Updates: Automatically update project statuses in Monday.com based on HubSpot activity, providing your sales team with the latest information and enhancing collaboration across departments.
  • Streamlined Reporting: Generate comprehensive reports that pull data from both HubSpot and Monday.com, allowing stakeholders to gain insights into sales performance and project progress without manual data entry.

How to Build the HubSpot → Monday Sync

  1. In HubSpot, set up a webhook that triggers on lead status changes. Use the endpoint: https://api.hubapi.com/webhooks/v1/{appId}/subscriptions.
  2. Configure the webhook to send a POST request to your server with the payload containing the lead's ID and new status.
  3. On your server, listen for incoming POST requests from HubSpot. Extract the lead ID and new status from the payload.
  4. Use the Monday.com API to update the corresponding project status. Make a POST request to https://api.monday.com/v2 with the following GraphQL mutation:
  5. { mutation { change_column_value (board_id: YOUR_BOARD_ID, item_id: ITEM_ID, column_id: 'status', value: '{"label":"NEW_STATUS"}') { id } } }
  6. Replace YOUR_BOARD_ID with the ID of the board in Monday.com and ITEM_ID with the corresponding item ID that matches the lead.

Developer Warnings & API Gotchas

  • Ensure the lead ID from HubSpot matches the item ID in Monday.com; otherwise, the status update will fail without an error message.
  • When mapping lead statuses to Monday.com, be aware of potential discrepancies in status labels; ensure that the labels in Monday.com exactly match those sent from HubSpot.
  • Test the webhook thoroughly, as missed triggers can result in significant delays in project updates, impacting team workflows.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in HubSpot... All Forms List
    Do this in Monday Archive Board
  • When this happens in HubSpot... CRM Object Property Recently Updated
    Do this in Monday Archive Group
  • When this happens in HubSpot... CRM Object Recently Created
    Do this in Monday Archive Item
  • When this happens in HubSpot... CRM Object Recently Updated
    Do this in Monday Create Board
  • When this happens in HubSpot... Company Recently Created or Updated
    Do this in Monday Create Column

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I can see you're looking at mapping HubSpot to Monday. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?