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How to connect Monday and HubSpot
Create a New Scenario to Connect Monday and HubSpot
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or HubSpot will be your first step. To do this, click "Choose an app," find Monday or HubSpot, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the HubSpot Node
Next, click the plus (+) icon on the Monday node, select HubSpot from the list of available apps, and choose the action you need from the list of nodes within HubSpot.
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Authenticate HubSpot
Now, click the HubSpot node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your HubSpot settings. Authentication allows you to use HubSpot through Latenode.
Configure the Monday and HubSpot Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Monday and HubSpot Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Monday, HubSpot, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Monday and HubSpot integration works as expected. Depending on your setup, data should flow between Monday and HubSpot (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Monday and HubSpot
HubSpot + Monday + Slack: When a deal reaches the 'Closed Won' stage in HubSpot, this automation updates the corresponding project's status in Monday.com and sends a notification to a designated Slack channel.
HubSpot + Monday + Google Sheets: When a new contact is created in HubSpot, this automation adds the contact to a specified project in Monday.com and simultaneously logs the contact's information in a new row in Google Sheets for record-keeping and analysis.
Monday and HubSpot integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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About HubSpot
Sync HubSpot contacts, deals, and marketing data with other apps in Latenode for automated workflows. Update records, trigger email sequences based on behavior, or generate reports. Use Latenode’s visual editor and affordable pricing to build complex, scalable marketing automation without code or per-step fees. Connect to CRMs, databases, and analytics tools.
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FAQ Monday and HubSpot
How can I connect my Monday account to HubSpot using Latenode?
To connect your Monday account to HubSpot on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and HubSpot accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create HubSpot contacts from new Monday items?
Yes, you can! Latenode's visual editor makes it easy to map Monday item data to new HubSpot contacts, automatically creating new records and saving your sales team valuable time.
What types of tasks can I perform by integrating Monday with HubSpot?
Integrating Monday with HubSpot allows you to perform various tasks, including:
- Creating new HubSpot deals when a task moves to "Won" in Monday.
- Updating HubSpot contact information when a Monday item is updated.
- Adding new Monday project tasks when a new HubSpot form is submitted.
- Syncing project deadlines from Monday to HubSpot tasks for better tracking.
- Generating personalized emails via HubSpot when a Monday status changes.
How can I trigger Monday automations from HubSpot events in Latenode?
Using Latenode, you can trigger Monday actions based on HubSpot events using webhooks. This allows for real-time updates and seamless data flow.
Are there any limitations to the Monday and HubSpot integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits of the Monday and HubSpot APIs apply.
- Historical data migration requires custom workflow design.
