TL;DR: Sync your HubSpot deals to a monday.com sales pipeline board. See deal stages, amounts, close dates, and owners — updated automatically whenever something changes in HubSpot or monday.com.
The scenario
Your sales team uses HubSpot to manage deals but wants a visual pipeline in monday.com — with custom views, automations, and dashboards that HubSpot doesn't offer. Instead of manually copying deal data, set up a sync and let the app keep both sides in sync.
Sync direction:Both Ways (recommended) or → (HubSpot → monday)
When to use it
Sales teams tracking pipeline value and deal progression
Sales managers who need a visual pipeline alongside custom monday.com workflows
Revenue teams combining deal data with internal project tracking
Have a sales 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)
Deal Name
Deal Stage
Status
Deal Stage
Amount
Numbers
Amount
Close Date
Date
Close Date
Deal Owner
People
Deal Owner
Pipeline
Status
Pipeline
Priority
Status
Priority
Sync configuration
Object type: Deals
Sync direction:Both Ways (recommended) or → (HubSpot → monday)
Pipeline: There's no pipeline setting. Map the Pipeline and Deal Stage properties like any other field, and add an incoming condition (e.g., Pipeline is "Sales Pipeline") to sync only that pipeline
Map your fields using the table above — see Field Mapping for details
Optional: Set up conditional triggers to only sync deals that match specific criteria (e.g., deals above $10,000 or in a specific stage)
How it works once active
New deal in HubSpot → a new item appears on your monday.com board
Deal stage changes in HubSpot → the Status column updates on your board
You update the amount in monday.com → the Amount property updates in HubSpot (two-way sync)
Deal is deleted in HubSpot → if Sync deletions in both directions is on, the linked item is deleted; otherwise the item stays on your board
Existing deals and items → they sync after their next update. The sync is triggered by changes.
Tips for deals
Use groups for pipeline stages — group your board by the Deal Stage status column for a Kanban-like view
Add a Chart widget — create a dashboard with deal amounts by stage for pipeline value visibility
Filter by owner — use monday.com's People column filter to quickly see each rep's deals
Map the Pipeline property if you have multiple HubSpot pipelines — or use conditional triggering to sync only one pipeline per board