Start a monday.com project for every HubSpot deal you win

What's the handoff problem?

When a deal closes in HubSpot, someone has to create the project in monday.com and copy the client, the amount and the dates. Until they do, the delivery team doesn't know the work exists.

How do won deals reach the project board?

Sync deals from HubSpot to your project board, and set a condition so only deals where the stage is Closed Won come across. Choose the pipeline, and every won deal in it starts a project.

Which deal details come with it?

You map them. Any HubSpot property, including custom ones, can map to a column, so the project starts with the client, the deal amount and the close date already filled in.

Can updates flow back to HubSpot?

Yes, if you want them to. Choose 1-way or 2-way sync for each board, and set the direction for each field. Sales can see delivery progress in HubSpot without asking.

What else can sync?

• Contacts, companies, tickets, tasks and custom objects, each to its own board.
• Subitems as well as items, so each step of a project can stay connected to HubSpot.
• The records already in HubSpot, imported when you start.

How do I set it up?

1. Install the app free from the monday.com marketplace. A monday.com admin, or someone with app-install permission, does this once.
2. Connect your HubSpot account.
3. Choose a board, map your columns and set the direction for the sync.
4. Changes sync automatically. Each sync operation counts as one action.

How do teams use it?

• Staffing and recruiting. Candidates added in monday.com become HubSpot contacts, and updates and dates sync both ways.
• Marketing agencies. Deals sync both ways with about 20 mapped fields, filtered to the deals that have a project.
• Nonprofits. Donor and stakeholder records sync both ways, with names and lifecycle stages kept consistent.

How much does it cost?

There's a free plan with 50 actions / month. Paid plans run from $50 to $600 a month, or from $40 a month billed yearly. Every plan includes unlimited users, billing runs through your monday.com account, and every plan comes with a full refund within the first 30 days.

Questions

What counts as one action?

An action is one sync operation: one record created, one record updated, one item created. If a sync processes 10 records at once, that's 10 actions. Changes blocked by a filter or sync direction don't count.

Do I need to be a monday.com admin to install it?

Not always. monday.com admins, or users with app-install permission, can install Marketplace apps. If you're neither, ask your admin to install it.

Can I use it on all my boards?

Yes. Once installed in a workspace, the app is available on every board in it, and each board has its own sync configuration.

Can I get a refund?

Yes. Every plan comes with a full refund within the first 30 days, and monthly plans can be cancelled anytime. Refunds are issued by monday.com.

What HubSpot data does the app access?

CRM records only. It doesn't access your emails, marketing tools or website content.

Can I sync only some records?

Yes. Set conditions in each direction, such as only deals where the stage is Closed Won.