If you’re looking to streamline how your sales, marketing, and project management teams work together, integrating Monday.com and HubSpot is definitely worth checking out. Imagine all your customer data flowing smoothly into your project workflows, or project updates automatically showing up in your CRM. It’s not just a pipe dream. it’s totally doable and can seriously boost your team’s productivity and overall efficiency. This guide will walk you through exactly how to connect these two powerful platforms, why it’s such a must, and give you all the tips and tricks to make it work seamlessly for your business. By the time you’re done reading, you’ll know how to ditch those manual tasks, get a crystal-clear view of everything happening, and really empower your team to collaborate like never before.

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Does Monday.com Integrate with HubSpot? Absolutely!

Let’s get straight to it: Yes, Monday.com absolutely integrates with HubSpot! You can connect these two platforms to make sure your customer relationship management CRM and your project management are talking to each other. This is huge for any business trying to keep its sales, marketing, and operations teams on the same page. Think about it – no more jumping between tabs or manually updating information in two different systems. We’re talking about a unified hub where all your leads, contacts, and companies can be managed and tracked, making sure everyone involved is collaborating, managing, and growing from one central spot.

Why Connecting Monday.com and HubSpot is a Total Game-Changer

You might be wondering, “Why bother with this integration in the first place?” Well, bringing these two powerhouses together can seriously transform how your team gets things done. It’s all about working smarter, not harder.

Centralized Data and a Single Source of Truth

One of the biggest headaches in business is siloed data – when information is stuck in different departments or tools, and no one has the full picture. Integrating Monday.com and HubSpot helps smash those silos. You can sync customer data, deals, marketing campaigns, and project details between both platforms. This means everyone, from the sales rep closing a deal to the project manager delivering on it, is looking at the same, up-to-date information. No more “Which spreadsheet has the latest info?” debates! This kind of centralization gives you greater visibility and control over your data, establishing one single source of truth for your customer journey and project progress.

Supercharge Your Workflows and Automation

Imagine creating a new lead in HubSpot, and automatically, a new task or project item pops up in Monday.com for your team to follow up on. Or, when a project hits a certain stage in Monday.com, it updates a deal stage in HubSpot, notifying the sales team. That’s the power of automation through integration! These automated workflows cut down on repetitive manual tasks that eat up so much time. We’re talking about reducing operational costs and letting your team focus on the strategic, human-intellect tasks that truly drive growth, instead of getting bogged down in administrative busywork. Studies even show that 23% of businesses rely on project management software to boost efficiency, and integrating these tools amplifies that benefit. HubSpot Meetings Report: Your Ultimate Guide to Smarter Scheduling & Better Sales

Better Team Collaboration and Communication

Ever feel like your sales team, marketing team, and project delivery team are speaking different languages? This integration acts as a universal translator. It bridges communication gaps by centralizing communication channels and project data. For example, a marketing project involving designers, writers, and digital marketers can have all its documents and updates shared directly within the integrated environment on Monday.com, with relevant customer context pulled from HubSpot. This means fewer emails, fewer missed messages, and everyone staying aligned on goals and progress. Real-time collaboration is the name of the game, letting teams discuss tasks, share updates, and ensure everyone is on the same page.

Enhanced Project Management for Sales & Marketing

While HubSpot excels at CRM, Monday.com shines in project management. Bringing them together means you can track project milestones, manage tasks, and ensure all project data is centralized within HubSpot or vice-versa. This is especially valuable for marketing campaigns, where you can plan content, assign stakeholders, and track progress visually on Monday.com, then feed that data into HubSpot for rich analytics and ROI attribution. For sales teams, it ensures a smooth handover from a closed deal in HubSpot to a new project kickoff in Monday.com. It’s about getting a comprehensive view of customer interactions and project progress, all in one go.

Smarter Reporting and Deeper Insights

When your CRM and project management data are connected, you unlock a whole new level of reporting. You can combine data from both platforms to create comprehensive reports, giving you insights into everything from marketing campaign performance to project completion rates, all tied back to customer value. HubSpot already offers powerful analytics, and by feeding it project data from Monday.com, you get even richer, more data-driven insights to make informed decisions and optimize your workflows.

How to Make the Magic Happen: Integrating Monday.com and HubSpot

you’re convinced the integration is a good idea. Now, how do you actually get it set up? There are a couple of main ways to go about it: using Monday.com’s native integration or leveraging a third-party automation tool like Zapier. Changing Lead Status in HubSpot: Your Ultimate Guide

The Native Integration: Your First Stop

Monday.com has a built-in app for HubSpot that makes connecting pretty straightforward. This is usually the easiest way to get started for basic data syncing.

Here’s a step-by-step guide to get you going:

Log in to your Monday.com account. Once you’re in, head over to the board where you want to add the integration.
Find the “Integrate” button. You’ll usually see this button in the upper right corner of your board. Click on it.
Search for “HubSpot.” This will take you to the Monday Marketplace or the Integrations Center. Just type “HubSpot” into the search bar.
Select the HubSpot app. Once you find it, click on it.
Choose an integration template or “recipe”. Monday.com offers a bunch of pre-made templates for common workflows, like “When a contact is created in HubSpot, create an item and sync all future changes in Monday.com.” These recipes are super helpful for getting started quickly. Pick the one that fits what you want to achieve.
Connect your accounts. After choosing a template, Monday.com will ask you to connect your HubSpot account. You’ll need to log in to HubSpot and grant permission for Monday.com to access your data. Important note: To set this up, you’ll need to be a Super Admin on your HubSpot account.
Map your fields. This is where you tell Monday.com which information from HubSpot should go into which columns on your Monday.com board. For example, you might map “HubSpot Contact Name” to a “Name” column on Monday.com, or “HubSpot Deal Stage” to a “Status” column. Monday.com supports mapping all HubSpot fields, including custom ones.
Add the integration to your board. Once you’ve mapped everything, click “Add to board.” An “integration column” will automatically be added to your Monday.com board to maintain the connection.

And just like that, you’re set up! Now, changes in HubSpot should reflect in Monday.com according to your chosen recipe, and vice-versa if you set up a two-way sync. Keep in mind that Monday.com generally recommends not having more than one HubSpot integration template on a single board to avoid interference, but you can add more to other boards.

Level Up with Zapier and other third-party tools

While the native integration is great, sometimes you need a bit more flexibility or want to connect more complex, multi-step workflows. That’s where third-party automation tools like Zapier, Unito, or Make.com come in handy. These tools act as a bridge between hundreds of different apps, allowing you to create custom “Zaps” or scenarios without writing a single line of code.

How Zapier works: Lead status hubspot ändern

Zapier uses a simple “When this happens Trigger, then do this Action” logic.

Choose a Trigger: This is the event that starts your automation. For instance, “New Contact in HubSpot” or “Deal Stage Changed in HubSpot.”
Set up an Action: This is what Zapier does in response to the trigger. For example, “Create Item in Monday.com” or “Update Item in Monday.com.”
Map the Data: Similar to the native integration, you’ll tell Zapier which pieces of information from HubSpot should populate which fields in Monday.com.

Common Zapier workflow examples:

HubSpot Form Submission to Monday.com Task: When a new lead fills out a form on your website HubSpot trigger, Zapier can automatically create a new item on your Monday.com “New Leads” board, assigning it to a sales rep and setting a follow-up date. This is fantastic for customer onboarding processes.
Monday.com Item Status to HubSpot Deal Stage: When a project item in Monday.com moves to “Completed” Monday.com trigger, Zapier can update the corresponding deal in HubSpot to “Project Delivered” or “Customer Onboarded.” This keeps your sales and service teams updated without manual intervention.
New Deal in HubSpot Creates Project in Monday.com: When a deal is marked as “Won” in HubSpot, Zapier can create a new project board or a series of tasks in Monday.com to kick off the client’s project.

Tools like Unito also offer two-way sync capabilities, meaning changes in either platform can update the other in real-time, handling things like tasks, deals, or tickets. This ensures that data is consistently mirrored across both systems, preventing discrepancies.

Real-World Scenarios: How Teams Use This Power Duo

Let’s talk practical. How do real businesses actually use the Monday.com and HubSpot integration to make their lives easier? It’s all about connecting those front-office customer interactions with back-office project execution. How to Easily Log In to Your HubSpot CRM (and Why You Absolutely Should!)

Sales Pipeline Management & Project Handover

Imagine your sales team is crushing it in HubSpot, moving deals through their pipeline. Once a deal is “Closed Won” in HubSpot, an integration can automatically create a new client onboarding project on a Monday.com board. This project might include tasks for the onboarding specialist, account manager, and even the technical team. Crucially, all the relevant deal details and contact information from HubSpot like client name, deal value, specific requirements are transferred over, so the project team has everything they need right from the start. This smooth handover eliminates delays and ensures the client experience is top-notch from day one.

Marketing Campaign Planning & Execution

Marketing teams can use Monday.com for their detailed content calendars, campaign planning, and creative asset management. They can track content creation, design reviews, and publication schedules. When a new lead comes in through a HubSpot landing page, it can trigger a new task in Monday.com for a nurture sequence to be assigned or for specific content pieces to be developed based on the lead’s interests. This setup allows for visual content planning, setting up automated alerts for client requests, and tracking campaign ROI effectively.

Client Onboarding & Customer Service Follow-ups

After a new customer signs up, the onboarding process is critical. A HubSpot integration can automatically create an onboarding checklist on a Monday.com board, assigning specific tasks to different team members – setting up software, scheduling kick-off calls, gathering necessary information. As tasks are completed in Monday.com, status updates can flow back to HubSpot, giving the account manager visibility into the onboarding progress directly within the CRM. Similarly, if a customer service ticket is opened in HubSpot, it could trigger a new task in Monday.com for the engineering team to investigate a bug, with all communication and updates linked.

Content Creation Workflow Management

For teams producing a lot of content, Monday.com can be an editorial calendar powerhouse. You can manage ideas, assignments, deadlines, and review cycles for blog posts, videos, or social media content. Integrating with HubSpot means that once a piece of content is approved and published on Monday.com, its status can update in HubSpot, allowing marketing teams to easily track published content and link it to specific campaigns or lead nurturing efforts. This ensures alignment between content production and marketing strategy.

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Monday CRM vs. HubSpot CRM: Picking the Right Tool or Both!

This is a common question, and it’s a good one! While we’re talking about integrating them, it’s helpful to understand what each platform is best at, especially since Monday.com now offers its own CRM functionalities.

Monday.com’s Strengths

Monday.com started as a work operating system Work OS focused on project management, team collaboration, and workflow customization.

Project Management Powerhouse: If your primary need is robust, visual project management, Monday.com truly shines. It offers flexible boards, timelines, Gantt charts, and customizable workflows that are fantastic for tracking tasks, deadlines, and team progress across various projects.
Flexibility and Customization: Monday.com is incredibly adaptable. You can design your boards and workflows to fit almost any process, making it ideal for teams with unique needs or those who want to tailor their tools precisely.
Visual Organization: Its highly visual interface makes it easy to see where projects stand, who’s responsible for what, and quickly identify bottlenecks.
Collaboration: It’s built for team collaboration, allowing for real-time updates, comments, and file sharing directly within tasks.

While Monday.com has launched its own Sales CRM, it’s typically seen as more lightweight and focused on pipeline management and automating sales workflows within its flexible project environment. It might be more affordable for smaller teams compared to HubSpot’s comprehensive offerings.

HubSpot’s Strengths

HubSpot, on the other hand, is a comprehensive, all-in-one CRM platform designed to help businesses attract, engage, and delight customers across their entire journey.

True All-in-One CRM: HubSpot offers integrated hubs for Marketing, Sales, Service, and Content Management CMS, all built on a robust CRM foundation. This makes it ideal for businesses looking for a single system to manage customer relationships from lead generation to post-sales support.
Deep Marketing Automation: HubSpot’s Marketing Hub is a beast for inbound marketing, email campaigns, lead nurturing, analytics, and SEO tools. It excels at automating complex marketing campaigns and tracking their performance.
Robust Sales Tools: The Sales Hub provides advanced features like sales automation, forecasting, meeting scheduling, email sequences, and deep insights into deal progress. It’s built for managing leads and contacts with flexible tracking and reporting.
Customer Service Excellence: With the Service Hub, you get tools for ticketing, live chat, knowledge bases, and customer feedback surveys, all integrated with the customer’s history.
Scalability: HubSpot is designed to scale with your business, offering a wide range of features that can grow as your needs become more complex. Its famously free CRM tier also makes it accessible for startups.

When One Shines Brighter, or When They Complement Each Other

Choose HubSpot if: Your core need is a comprehensive CRM that deeply integrates marketing, sales, and customer service. You rely heavily on marketing automation, lead generation, and want a full, 360-degree view of the customer journey with advanced analytics.
Choose Monday.com standalone if: Your priority is highly visual, flexible project and workflow management, and you need a tool that can be extensively customized for internal operations or specific project types. Its CRM might be a good fit if you need a simpler, more project-oriented sales pipeline solution.
Integrate them if: You want the best of both worlds! This is where the magic happens. You leverage HubSpot for its powerful CRM capabilities marketing, sales, service and use Monday.com for its superior project management and team collaboration features. The integration lets each tool do what it does best while keeping your data and teams connected. For example, HubSpot handles the customer journey and sales process, and Monday.com takes over once a deal becomes a project.

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Pro Tips for a Smooth Integration Journey

Setting up an integration isn’t just about clicking a few buttons. it’s about making sure it actually helps your team. Here are some pro tips to make your Monday.com and HubSpot integration a success:

Plan Your Workflows First: Before you even touch the integration settings, sit down with your team and map out your current workflows. Where does a lead become a customer? What happens when a project starts? Who needs what information, and when? Understanding your processes inside and out will help you design the most effective integration recipes and prevent headaches down the line.
Start Small, Then Expand: Don’t try to automate everything at once. Begin with one or two key workflows that will bring immediate value, like syncing new HubSpot contacts to a Monday.com lead nurturing board. Once you’ve mastered those, you can gradually add more complex automations. This approach helps you learn and troubleshoot without overwhelming your team.
Regularly Review and Optimize: Your business processes evolve, and so should your integrations. Schedule regular check-ins with your team to see if the integrations are still serving their purpose. Are there any bottlenecks? Can you improve any steps? Continuous optimization is key to long-term success.
Data Hygiene is Key: Integrations work best with clean, consistent data. Before integrating, make sure your data in both HubSpot and Monday.com is organized and free of duplicates or errors. Decide on a clear data entry strategy that everyone will follow to maintain consistency. This will prevent messy data from flowing between systems.
Understand Integration Limits: Be aware of any limitations, especially with Monday.com’s integration credits if you’re on certain plans. Also, remember that connecting the same HubSpot portal to multiple Monday.com users or accounts directly might not be supported, so plan accordingly. Always double-check the permissions required e.g., Super Admin in HubSpot.
Test, Test, Test: After setting up any new integration or automation, test it thoroughly. Create a dummy contact in HubSpot, change a deal stage, or update a task in Monday.com to ensure that the data flows correctly and triggers the desired actions in the other platform. This helps catch any issues before they affect real client work.

Frequently Asked Questions

Can I sync custom fields between HubSpot and Monday.com?

Yes, absolutely! Both the native Monday.com integration and third-party tools like Zapier allow you to map custom fields between HubSpot and Monday.com. This is super helpful for ensuring all your unique business data is consistent across both platforms.

Do I need a specific plan for Monday.com or HubSpot to use the integration?

For HubSpot, the basic CRM is free, but deeper integrations and advanced features often come with their paid Marketing, Sales, or Service Hubs. For Monday.com, while there’s a free tier for work management, their CRM offering typically requires a paid plan Standard or Pro are mentioned for integrations. Always check the latest pricing and feature sets on their respective websites to confirm. Cracking the Code: How to Master Landing Page Analytics in HubSpot

What happens if I make a change in Monday.com, will it automatically update HubSpot?

Yes, it can! You can set up two-way synchronizations. For example, using Monday.com’s integration recipes or a tool like Zapier, you can configure it so that when an item is updated on a Monday.com board, it triggers an update to a corresponding contact, company, or deal in HubSpot.

Is it better to use Monday.com’s built-in integration or Zapier?

It really depends on your needs. Monday.com’s native integration is often simpler and quicker for common, straightforward workflows. Zapier or other middleware like Unito/Make.com offers more flexibility and allows for complex, multi-step automations involving more apps or conditional logic. If you need a simple one-way sync, native might be enough. For advanced, customized, or two-way syncs, Zapier is usually the way to go.

Can I integrate HubSpot with other platforms like Shopify, Microsoft Dynamics, or Salesforce?

Yes, HubSpot has a very robust ecosystem and integrates natively or via third-party tools with a vast array of other platforms. For example, HubSpot integrates with Shopify for e-commerce, Microsoft Dynamics for enterprise solutions, and Salesforce for advanced CRM needs, among many others. These integrations help businesses centralize data and streamline operations across their entire tech stack.

What if I encounter issues during setup?

Don’t worry, it happens! First, double-check your steps against the official documentation from Monday.com and HubSpot. Ensure you have the necessary administrative permissions in both accounts. If you’re using Zapier, check your Zap history for errors. Many integration issues come down to incorrect field mapping or trigger/action misconfigurations. If you’re still stuck, their respective support teams or online communities are great resources.

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