1.Detects deal stage changes
Integrate HubSpot and CRM field mapping tools to capture deal stage change outputs to record id, item name, and stage key.
Add or move deal records to team boards
Automatically monitor deal stage changes in HubSpot across Zapier Tables and monday.com. Create or update board items when deal stage changes, deal stage updates, or deal stage transitions—so you can keep board groups in sync, route the right records, and update board links without manual board sync.
How this automation keeps team boards in sync
When deal stages change, mismatched board records can slow coordination and create reporting gaps. This automation monitors deal stage changes in HubSpot and updates your team boards in monday.com using Zapier Tables mapping—so your team can act on the latest deal status without manual syncing.
HubSpotor swap with your favorite app
2.Looks up mapped board id
Integrate Zapier Tables and data lookup to find the matching board id from your boards mapping table and identifiers.
Zapier Tablesor swap with your favorite app
3.Moves or creates mapped items
Integrate monday.com and board group lookup to match stage key to group name, then move or create the board item.
monday.comor swap with your favorite app
4.Creates a new board structure
Integrate monday.com and template duplication to duplicate a template board structure when no mapping exists, then create the group and item.
5.Enriches contacts and associations
Integrate Sub-Zap by Zapier and enrichment data to enrich contacts and associations using record id and owner references.
Sub-Zap by Zapieror swap with your favorite app
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Simplify HubSpot operations with automated record updates, deal alerts, and task routing
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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