Integrating Monday.com with HubSpot allows you to automatically sync contacts, deals, and other CRM data so you can manage sales and projects directly from your boards.
- Log in to your Monday.com account and open your workspace dashboard.
- Open the board that contains the date or timeline you want to sync.
- Click the Integrate button at the top of the board.
- Search for HubSpot in the integrations center and select it.
- Click Use template to apply the automation to your workspace.
- Hit Connect to start linking your accounts together.
- Select an account from the list of available integrations, and click Choose Account to select which account you want to connect.
- Click the Connect app button to finalize the integration.
- You can now start the automation, and you're all set.
