Monday logo + HubSpot logo

Automate Monday & HubSpot

Stop paying for mismatched spreadsheets. Sync data between Monday and HubSpot 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 ["Monday"]
        T1(["Any Column Value Changed in Board"])
    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 ["HubSpot"] A1(["Add Contact to List"]) 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 Monday and HubSpot operate independently, project updates in Monday often fail to reflect in HubSpot, leading to lost opportunities in sales follow-ups. For instance, if a project status changes from 'In Progress' to 'Completed' in Monday, the sales team may continue to pursue leads based on outdated project information. This results in wasted hours for the sales team, who manually check project statuses in Monday before updating records in HubSpot, creating a lag in communication and potential revenue loss.

Top Ways to Automate Monday & HubSpot

  • Automated Lead Management: Instantly sync new leads from HubSpot to monday.com, ensuring your sales team has real-time access to potential opportunities without manual data entry.
  • Streamlined Project Updates: Automatically update project statuses in monday.com based on actions taken in HubSpot, keeping all stakeholders informed and aligned without the need for constant check-ins.
  • Enhanced Reporting and Analytics: Generate comprehensive reports that combine data from both platforms, providing insights into project performance and customer engagement, enabling data-driven decision-making.

How to Build the Monday → HubSpot Sync

  1. In Monday, create a Standard Webhook that triggers on the 'Change Status' event for your projects.
  2. Configure the webhook to send a POST request to your designated endpoint, including the following payload: { "status": "{{status}}", "project_id": "{{project_id}}" }.
  3. On your server, listen for incoming webhook requests at the specified endpoint. Extract the 'status' and 'project_id' from the payload.
  4. Use the HubSpot API to insert or update the project status. Make a POST request to https://api.hubapi.com/crm/v3/objects/projects with the following payload: { "properties": { "id": "{{project_id}}", "status": "{{status}}" } }.
  5. Ensure that the response from HubSpot is logged for error handling and verification.

Developer Warnings & API Gotchas

  • Ensure the 'project_id' in the Monday webhook matches the corresponding identifier in HubSpot; mismatches can lead to updates being sent to the wrong project.
  • Be cautious with status values; HubSpot may have predefined statuses that do not match Monday's, requiring a mapping layer to translate these correctly.
  • Consider the timing of webhook triggers; if multiple status changes occur in quick succession, your server may receive overlapping requests, leading to race conditions in data updates.

Supported API Operations

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

  • When this happens in Monday... Any Column Value Changed in Board
    Do this in HubSpot Add Contact to List
  • When this happens in Monday... Board Columns - Dynamic
    Do this in HubSpot Add Contact to Workflow
  • When this happens in Monday... Board Columns For Search - Dynamic
    Do this in HubSpot Create Associations
  • When this happens in Monday... Board Date Columns - Dynamic
    Do this in HubSpot Create COS Blog Post
  • When this happens in Monday... Board Dropdown Columns - Dynamic
    Do this in HubSpot Create CRM Object

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