1.Detect updated ARR property
Integrate HubSpot to detect the updated ARR property and company identifier changes to route downstream board updates.
Update client ARR on project board from CRM
Automatically monitor ARR property updates across HubSpot and monday.com. Create and update when ARR value changes, lifecycle stage qualifies, or CRM company identifier updatesβso you can normalize ARR numbers, update board entries, and keep client figures current without manual board updates.
How this automation updates your client ARR
When ARR changes in your CRM, outdated internal figures can delay close planning. This automation monitors HubSpot updates, filters customer records, normalizes ARR, and updates the matching monday.com board rowβso your team can act on current ARR without chasing spreadsheets.
HubSpotor swap with your favorite app
2.Check customer and ARR criteria
Integrate Filter by Zapier to continue only for qualifying customer lifecycle stage and records with an ARR value.
Filter by Zapieror swap with your favorite app
3.Normalize source ARR number
Integrate Formatter by Zapier (Numbers) to convert the source ARR value into a normalized numeric ARR for updates.
Formatter by Zapieror swap with your favorite app
4.Find board item by company ID
Integrate monday.com to look up the board item by matching the CRM company ID column to the board company id column.
monday.comor swap with your favorite app
5.Update item ARR column
Integrate monday.com to change the found item's configured ARR numeric column using the normalized ARR value.
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