1.Monitor updated column value
Integrate monday.com, board sync triggers, and workflow automation to detect updated status values for your configured deal portal data.
Update deal portal status in CRM from board
Automatically monitor updated column values on monday.com boards across monday.com and HubSpot. Create and update deal portal status when status changes, CRM deal ID exists, or status value is non-emptyβso you can keep investor-ready records without manual reporting.
How this automation keeps deal portal status aligned
When updated column values land on your internal deal board, outdated CRM fields can derail outreach and investor reporting. This automation monitors status changes, filters non-actionable updates, and updates HubSpot deal portal status with an audit noteβso your team can act on current signals.
monday.comor swap with your favorite app
2.Stops empty or non-actionable updates
Integrate Filter by Zapier, validation rules, and CRM matching to continue only when a deal ID exists and status is non-empty.
Filter by Zapieror swap with your favorite app
3.Update deal portal status
Integrate HubSpot, CRM record updates, and audit logging to update the deal portal status and record the source of the change.
HubSpotor swap with your favorite app
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Step 1
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