How to integrate Hubspot – Monday.com bundle using Zapier?
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Integrations | May 23, 2024
Connect HubSpot and Monday.com with Zapier to automate your work. Our guide will show you how to set up automatic item creation on Monday.com when you add new contacts to HubSpot.
Creating a new element with data on Monday.com when a new contact is created on HubSpot
How the integration works:
- A new contact on HubSpot is created
- Zapier creates a new element with contact data on Monday.com
What you need to have:
- Monday.com account
- HubSpot account
- Creating a Zap. On the Dashboard tab, select the “HubSpot” and “Monday.com” and click “Make a Zap
Configuring the trigger event
- Selecting the trigger event. A trigger event is a certain action in the trigger app that tells Zapier to activate the Zap. Select the “New Contact” option in the dropdown menu and click “Continue”. This way, the trigger will only activate when a new contact is added to your HubSpot.
- Then, select your HubSpot account and click “Continue”
- Click on “Continue”. You can add additional properties to retrieve in the box above the button.
- Test the trigger by clicking on the corresponding “Test trigger” button.
- The system should then find the contact and display all the information available in their profile. If everything is correct, click on “Continue”
Setting up the action on Monday.com
- In the next dialogue box, select the action to execute when a new contact is created. In our case, select “Create Item” in the dropdown menu and click “Continue”
- Next, select your Monday.com account and click “Continue”
- Next, you need to set up the connection between Monday.com and HubSpot. Fill in all of the required fields in which the data should be imported and click “Continue”
- Then, you need to test the connection between HubSpot and Monday.com. If everything is done correctly, you should be able to see the test data on Monday.com.
- Click on “Publish Zap”
After that, the Zap is set up, configured, and active.
