Integrating Monday.com with HubSpot using Zapier can streamline project tracking and CRM workflows by automating tasks between the two platforms. Here’s a step-by-step guide:
- From your 'Zapier' dashboard, select 'Zap'.
- Click on the 'Trigger' field to select the event.
- Select 'HubSpot' as the trigger app.
- Select a trigger event.
- Connect your 'HubSpot' account.
- Configure trigger filters and click 'Continue'.
- Click on the 'Test trigger' button to confirm data is being pulled correctly from HubSpot.
- Wait for the record to load and click 'Continue with selected record'.
- In the 'Action' step, choose 'Monday.com' as the app.
- Select an action event.
- Connect your Monday.com account using the access token from your Monday.com account.
- Configure the actions and click 'Continue'.
- Click 'Test step' to test the workflow to ensure entry flows correctly between HubSpot and Monday.com.
- Click 'Publish' to turn on the Zap to start automation.
