TL;DR: Sync your HubSpot companies to a monday.com account management board. Track company names, industries, revenue, and ownership — all kept in sync automatically.
The scenario
Your team manages client accounts in HubSpot but needs monday.com's project management tools to run account-level workflows — onboarding, renewals, QBRs, or strategic planning. Sync companies to a board and combine CRM data with operational tracking.
Sync direction:Both Ways (recommended) or → (HubSpot → monday)
When to use it
Account management teams tracking client relationships
Operations teams who need company data alongside internal workflows
Sales teams segmenting accounts by industry, size, or region
Have an account management board ready (or create a new one with the columns below)
Board setup
Create a board with these columns before setting up the sync:
monday.com Column
Column Type
HubSpot Property
Item Name
Name (default)
Company Name
Domain
Link
Company Domain Name
Industry
Status
Industry
Annual Revenue
Numbers
Annual Revenue
Company Owner
People
Company Owner
Number of Employees
Numbers
Number of Employees
City
Text
City
Sync configuration
Object type: Companies
Sync direction:Both Ways (recommended) or → (HubSpot → monday)
Map your fields using the table above — see Field Mapping for details
Optional: Set up conditional triggers to only sync companies that match criteria (e.g., annual revenue above $100K or a specific industry)
How it works once active
New company in HubSpot → a new item appears on your monday.com board
Company details change in HubSpot → the corresponding columns update on your board
You update the industry in monday.com → the Industry property updates in HubSpot (two-way sync)
Existing companies and items → they sync after their next update. The sync is triggered by changes.
Tips for companies
Group by industry or owner — segment your account list for targeted work
Add monday.com-only columns — track renewal dates, onboarding status, or account health scores that don't exist in HubSpot
Use subitems for contacts — some teams create subitems under each company for key contacts. Manage them manually, or have a different user set up a Contacts sync on the board. Each person can have one sync per board.
Use conditional triggering to focus on active accounts — skip syncing companies with no recent activity