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HubSpot + monday.com

Automatically create HubSpot engagements for new monday.com board items

Efficiently manage your sales processes with this monday.com and HubSpot automation. Whenever a new item is added to your monday.com board, an engagement will be created in HubSpot, ensuring seamless tracking of your clients and opportunities. Keep your team updated and streamline your sales pipeline with this simple workflow.

Efficiently manage your sales processes with this monday.com and HubSpot automation. Whenever a new item is added to your monday.com board, an engagement will be created in HubSpot, ensuring seamless tracking of your clients and opportunities. Keep your team updated and streamline your sales pipeline with this simple workflow.

  1. When this happens...
    monday.commonday.com
    New Item in Board

    Triggers when an item is created in a specific board.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Engagement

    Creates a new Engagement for a contact, in HubSpot.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Scheduled
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Action
    Write
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hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
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Related categories

  • Marketing Automation

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monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

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