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HubSpot and monday.com

Install Monday.com Sync by StackTie

Deals reach your delivery board on their own and stay in step after that. Neither team needs a seat in the other tool.

Two approvals, about 5 minutes. Free for 14 days and you do not need a card to start. You can stop at either screen and nothing is created.

Install Monday.com Sync by StackTie

Not on the HubSpot marketplace yet. Same app, same approval screens, installed from here instead.

What you’ll need

Worth a quick check now. Any one of these missing will stop you halfway through.

  • You are a super admin in HubSpot. Only a super admin can approve an app.
  • You are an admin in monday.com.
  • The board you want deals to land on already exists. Setup asks which one, it does not create it.

How it works

Three screens, in this order. Nothing happens until you have approved both systems.

  1. Approve in monday.com

    Nothing to fill in first. The first thing you see is monday's own approval screen.

  2. Approve in HubSpot

    Pick the account your deals live in. Both approvals run as one go, so you are never sent back to connect the second one.

  3. Say what should sync

    Pick the deal stage that starts it, the board it goes to, and which fields map to which columns. A few minutes, once.

What you’re approving

Both systems will show you this before you agree, so nothing here is a surprise. It is written out in full, including the parts we would rather not have to ask for.

More detail in the privacy policy.

monday.com

  • Read your boards, groups and columns, so you can choose where deals land.
  • Create and update items. That is the product.
  • Read your people directory, so a deal owner becomes a real person on the item instead of a number.
  • Watch the board for changes, so edits there can come back to HubSpot.
  • No board, group, column or item is ever deleted.

HubSpot

  • Read and update deals and their properties, including the custom ones, so anything you track can be mapped.

You’ll know it worked when

Move a deal into the stage you chose. The item appears on the board within moments, and the activity log names it.

If it does not, that is our bug, not your setup. Email michael@stacktie.com and a person will read it.

Install Monday.com Sync by StackTie
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