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Integrations

monday.com HubSpot Integration

Streamline your workflow by integrating Monday.com into your HubSpot platform, bringing together the best of task management and CRM.
  • No obligation - response within 1 business day for your monday.com HubSpot Integration
  • Trusted by senior FinServ decision-makers for monday.com HubSpot Integration
  • 9+ years of specialism across dozens of HubSpot integrations - including your monday.com HubSpot integration

TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES

  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB
  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB

Integrations

Bringing powerful systems together

monday.com HubSpot Integration

A monday.com HubSpot integration gives financial services and fintech teams a single, reliable link between deal-driven sales activity and the project boards where onboarding, compliance and delivery work actually happens. Evara, a certified HubSpot partner, builds a two-way sync between monday.com and HubSpot, mapping deals, contacts and custom fields to boards and items, deduplicating records and keeping both systems as a real-time single source of truth - so client onboarding, service delivery and account management run from accurate, shared data rather than manual updates or spreadsheets.

Why choose a monday.com HubSpot integration?

  • Two-way sync you can trust

    Keep contacts, deals and activity aligned across monday.com HubSpot in real time, with no duplicates.

  • Built by certified HubSpot specialists

    Your monday.com HubSpot integration is scoped, built and QA'd by a HubSpot partner team - not a generic connector.

  • Financial-services-grade data handling

    Field mapping, dedup rules and compliance-aware data flows designed for regulated FinServ environments.

  • Support beyond go-live

    Ongoing optimisation and a named point of contact after your monday.com HubSpot integration ships.

CRM adoption increase
Records cleaned & unified
Data accuracy & visibility
Systems deployed

Replacing monday.com, not connecting it?

If you are moving off monday.com onto HubSpot rather than integrating the two, we handle the full migration.

See the monday.com to HubSpot migration →

Frequently asked questions

Common questions about your monday.com HubSpot integration

Evara builds a two-way sync between monday.com and HubSpot, mapping HubSpot deals, contacts and companies to monday.com boards, groups and items so both teams work from the same live data. Field-level mapping, dedupe rules and error handling keep records consistent as they update in either system. This sits within our wider platforms migration and integration work, built on sound CRM and technology architecture designed for regulated financial services data.

Timelines depend on how many boards, workflows and custom fields need mapping, but a standard monday.com HubSpot integration typically takes a few weeks from scoping to go-live, covering data mapping, sync rules and testing. Where standard field mapping isn't enough - for example syncing custom automations or bespoke item statuses - we build additional logic through our custom apps work, delivered as part of our broader HubSpot services as a certified partner.

A monday.com HubSpot integration typically syncs deals, contacts, companies and their key properties, keeping updates such as deal stage, close date or contract status flowing automatically between the two platforms. Many financial services teams also sync task or item status back to HubSpot, so sales and account managers can see delivery progress without logging into monday.com. Sync direction and frequency are configured to match your workflows, whether that's one-way status updates or full two-way reconciliation.

Keep exploring

Similar Integrations

GET IN TOUCH

Start the Conversation.

Planning a new monday.com HubSpot integration - or fixing one that never delivered? As a certified HubSpot partner, Evara helps financial-services teams connect their systems securely and cleanly. No obligation, no hard sell - just a clear, honest conversation. Book a consultation and we'll map out the right path together.

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No obligation. Response within 1 business day.