Create an item in monday.com when a deal moves to a stage in HubSpot

What each client fills in

monday.com: Board ID

For example the number in the board’s URL

HubSpot: Stage ID

Settings → Objects → Deals → Pipelines: the stage’s internal ID (closedwon, appointmentscheduled, or a number).

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

• 

  In the client’s HubSpot: Settings → Integrations → Private Apps (Legacy apps) → Create → scopes crm.objects.contacts.write, and for the triggers crm.objects.contacts.read, crm.objects.deals.read and tickets → copy the access token. A private app needs no HubSpot review.

• 

  In the client’s monday.com: avatar → Developers → My access tokens → Show → copy.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Connect the client’s HubSpot, for “A deal moves to a stage”
2. Connect the client’s monday.com, for “Create an item”
3. Fill in HubSpot: Stage ID (Settings → Objects → Deals → Pipelines: the stage’s internal ID (closedwon, appointmentscheduled, or a number))
4. Fill in monday.com: Board ID (For example the number in the board’s URL)