​​Setting Up HubSpot monday.com Integration: Two-Way Sync

University of California research shows it takes an average of 23 minutes and 15 seconds to fully refocus after switching between different applications.

That means every time you jump from HubSpot to monday.com to copy data manually, you're losing nearly half an hour of productive focus time.

HubSpot and monday.com are powerful tools on their own, but when integrated, they become a single solution that can transform your business.

A new lead in HubSpot can automatically trigger a new project board in monday.com, reducing manual data entry and ensuring a seamless handoff from sales to project management.

In this article, we’ll walk you through the key features of both platforms and provide an easy, step-by-step guide so you can set up a smooth integration with the help of the resynced.io tool.

What Makes This Integration So Powerful?

HubSpot handles your sales pipeline, tracks every lead, manages your deals, and keeps your customer relationships organized and up-to-date.

monday.com turns chaos into clear project timelines. Your team knows exactly who's doing what and when it's due.

Together, they can eliminate the possible gap between the started project and the closed deal. So you don’t have any more lost details and confused handoffs.

Let’s take an example from a digital marketing agency case.

Before integration:

• Sales team closes a new client in HubSpot
• Someone emails project details to the marketing team
• Marketing manager manually creates a monday.com board
• Client information gets entered by hand (sometimes incorrectly)
• The first project meeting happens 3 days later.

After integration:

• Deal marked "Closed Won" in HubSpot
• The monday.com project board appears instantly
• All client details sync automatically
• Team gets notified and starts work same day
• Client sees progress updates immediately

In this case, your projects start much faster, and clients are impressed by the seamless experience.

Setting Up Your HubSpot and monday.com Integration

Ready to connect your platforms?If you're wondering how to get started with a HubSpot and monday.com integration, you've come to the right place. This section will guide you through the simple steps to set everything up.

Here's how to set up your integration without any tech headaches.

Step 1: Prepare Your Data

Before you connect anything, make sure all your stuff is ready.

In HubSpot and monday.com, create the columns and fields you need to sync. For example:

• If you want to sync the "Deal Stage" from HubSpot, create a "Status" column on your monday.com board with matching options like "Closed Won" or "In Progress."
• If you want to sync a "Contact Name," make sure you have a "Person" column ready on your monday.com board.

The key is to set up these spaces before the sync starts, because the tool won't do it for you.

Step 2: Pick Your Platforms and Connect

This is the easy part—you’re just introducing the two apps to each other.

• Choose HubSpot and monday.com from the app list
• Log into both accounts when prompted
• Select what to sync:
  • HubSpot side: Choose "Deals"
  • monday.com side: Choose your "Client Projects" board

Step 3: Filter What You Sync (Optional)

You don't always want to sync everything. This step lets you be picky about what data gets moved over.

You can add filters to sync only certain rows or items. For instance:

• "Only sync deals that have a 'Status' of 'Closed Won.'"
• "Only sync contacts that are in the 'New Leads' list."

Just make sure the filter words you use are an exact match, including capitalization. For example, if the status is "Done," filtering by "done" won't work as expected.

Don't sync everything – just what matters.

Step 4: Choose How Your Sync Behaves

This is where you set the rules for what happens when new items are created or existing items are deleted.

• New Items: By default, when you create a new deal in HubSpot, it automatically creates a new item in monday.com. You can change this so that new items in either app can create a new item in the other.
• Deleted Items: You can also choose to have an item deleted in one app if it’s deleted in the other. Be careful with this one! You don’t want to accidentally delete a project board just because you deleted a deal in HubSpot.

Common Scenarios:

• New Deal Closed in HubSpot → Automatic project board created in monday.com
• Project completed in monday.com → Deal status updated to "Delivered" in HubSpot
• Client details updated in HubSpot → Project board information refreshes automatically

Decide what happens when things change.

Step 5: Map Your Fields and Go!

This is the final step. You are going to draw the lines to tell the tool exactly where everything goes.

• You’ll see a list of your HubSpot fields on one side and your monday.com columns on the other.
• Just connect the dots. For example, you’ll link "Company Name" from HubSpot to the "Company" column in monday.com.
• You can also choose a "two-way" sync, so that updates made in one app automatically sync to the other.

Mapping Examples:

• HubSpot "Company Name" → monday.com "Client" column
• HubSpot "Deal Value" → monday.com "Budget" column
• HubSpot "Close Date" → monday.com "Project Start" column
• HubSpot "Deal Owner" → monday.com "Project Manager" column

Once you’re happy with your connections, just click "Save and Run," and your two platforms will be connected!

If you want to see more detailed information, including videos, you can check our guide on how to synchronize HubSpot with monday.com.

Troubleshooting Common Issues

Check that you aren’t experiencing any of the following issues:

1. "My data isn't syncing!" Check that your column names match exactly. "Deal Value" ≠ "deal value" ≠ "Deal_Value"
2. "I'm getting duplicate entries" Make sure you're not running multiple sync rules that create the same items.
3. "Some information is missing." Verify that both systems have the required fields filled in before syncing starts.

However, if you still encounter any issues during the syncing process, please don’t hesitate to contact us, and we will be happy to assist you.Additionally, you can review the video, which provides a detailed description of the entire process and demonstrates how to map the columns correctly.

Wrapping It Up

In this article, you can learn about the power of HubSpot and monday.com, explore their key features, and discover how to set up a seamless integration between them.

With resynced.io, you can easily connect your favorite business apps, reducing manual data entry and ensuring your teams always work with the most up-to-date information. Ready to unlock your workflow? Get started with resynced.io today.

Start your free 14-day trial (no credit card required, no hidden fees). Our team uses HubSpot daily too, so if you need help getting started, reach out to us at hi@resynced.io.

We are here to synchronize your data!

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Written by

Published on 8 Sept, 2025

Antonina Smyrnova

Senior Content Manager

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