Installation & Set up
TL;DR: Install HubSpot Integration Plus from the monday.com Marketplace and add it to your first board. Then connect your HubSpot account from the HubSpot 2-way Sync view on that board. Takes about 5 minutes.
Before You Start
- You need to be a monday.com admin or have app-install permissions. Members and guests can't install Marketplace apps.
- Have a board ready where you want to use HubSpot sync — you'll add the app to one during install.
Board Setup Best Practices
Install the app from the Marketplace
Click the puzzle icon in the top-right corner.
Search for HubSpot Integration Plus and select it.
Click Install app.
Add the app to your first board
After clicking Install, you'll see a "Let's get started" screen. Use Choose a workspace and Choose a board to pick an existing board. Make sure it has the right columns first. See Board Setup Best Practices . You can always add the app to more boards later.
Click Add app to continue.
Connect your HubSpot account
After clicking Add app, the app opens as a HubSpot 2-way Sync view tab on your board. This is where you connect HubSpot and set up your sync. For a deeper look at permissions and troubleshooting, see Connect your HubSpot account .
In the HubSpot 2-way Sync view, click Connect to HubSpot.
HubSpot opens a new tab. Under Choose an account, pick your account and click Choose Account.
Back in monday.com , HubSpot shows Connected. Click Continue to setup, choose a HubSpot portal (or Add another portal) and click Next.
Verify it installed
Open the board you added the app to.
Your board now has a HubSpot 2-way Sync view tab. If it doesn't appear, refresh the page. It can take a few seconds after install.
If you didn't complete setup
If you closed the install flow before adding the app to a board:
Click the puzzle icon in the top-right corner, then Manage.
Find HubSpot Integration Plus and click Use app.
Choose a workspace and a board, then click Add app.
If the app still doesn't appear correctly, uninstall and reinstall it. Reinstalling deletes all your sync configurations, so you'll need to set them up again.
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