How to synchronize HubSpot with monday.com
Sync your HubSpot CRM deals, contacts, companies, calls, leads with monday.com boards and keep sales, marketing, and operations aligned across tools.
- Configure one-way or two-way sync to match your workflow
- Sync custom fields continuously, not just on first sync
- Choose which records and fields to sync, no need to share full access or sync everything
- Works across multiple HubSpot and monday.com accounts
Ideal for teams who manage projects after a deal is closed or need visibility into customer status
1. Prepare your data
Ensure both apps have the columns you want to sync. resynced.io does not automatically create columns, so you must manually set them up. The column names don't need to be identical between apps (for example, "Name" in the first app can be "Event Name" in the second), but you must map them correctly later.
Also, add necessary values for fields such as Select or Status in monday.com. resynced.io does not automatically create these values, so ensure they are present.
2. Select platforms, connect accounts, and pick a source
In resynced.io, choose HubSpot and monday.com as the apps you want to sync.
For HubSpot:
- Click "Add new connection"
- Authorize access to your HubSpot account
- Choose the entity you want to sync (e.g. Deals, Contacts, Companies, Calls, or Leads)
For monday.com:
- Make sure the resynced.io app is installed from the monday.com marketplace
- Click "Add new connection"
- Authorize your monday.com account
Select the board and workspace you want to sync.
3. Filter the data you want to sync (optional)
By default, resynced.io syncs all items. You can add filters to sync only specific rows based on status, checkbox, text, or other criteria.
Choose a column to filter by, set a condition like "equals" or "does not equal," and enter a value.
Always match the values exactly as they appear in the source. Pay attention to capitalization. For example, if the status is "Done," filtering by "done" won't work as expected.
4. Configure sync behavior for new and deleted items
Control what happens when new items are created or deleted in either app:
- By default, only new records from the left-side source will be added to the right side.
- You can change this to allow item creation in both directions.
You can also enable item deletion for one or both apps.
5. Map fields, set sync direction, and start synchronization
Map the fields from HubSpot to their corresponding columns in monday.com. You can do this manually or use the Auto-Mapping feature. It automatically matches columns with the same names across both apps, saving you time.Then, set sync direction:
- One-way: changes go only from one app to the other.
- Two-way: updates flow in both directions and stay consistent.
Once done, click "Save and Run". Syncing will run in the background every 10 minutes, or you can trigger it on demand with "Sync Now."
Ready to sync your data?
Now you can keep HubSpot and monday.com in sync with resynced.io.
Your CRM data updates automatically in monday.com, so your sales, marketing, and operations teams stay aligned without manual updates or switching tools. Try resynced.io free for 14 days — no credit card needed.
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