TL;DR: Sync your HubSpot contacts to a monday.com CRM board. See names, emails, phone numbers, lifecycle stages, and owners — all kept in sync automatically.
The scenario
Your team uses HubSpot for contact management but wants to work with that data in monday.com — filtering contacts, running automations, or combining contact info with internal project data. Instead of exporting CSVs, set up a live sync.
Sync direction:Both Ways (recommended) or → (HubSpot → monday)
When to use it
Marketing teams managing lead lists alongside campaign boards
Account managers who want a custom view of their contacts
Teams that need to enrich contact data with monday.com columns not available in HubSpot
Have a contacts 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)
First Name
Last Name
Text
Last Name
Email
Email
Email
Phone
Phone
Phone Number
Lifecycle Stage
Status
Lifecycle Stage
Contact Owner
People
Contact Owner
Company
Text
Company Name
Lead Status
Status
Lead Status
Sync configuration
Object type: Contacts
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 contacts that match specific criteria (e.g., lifecycle stage = "Lead" or contacts owned by a specific rep)
How it works once active
New contact in HubSpot → a new item appears on your monday.com board
Email or phone changes in HubSpot → the corresponding column updates on your board
You update a lifecycle stage in monday.com → the property updates in HubSpot (two-way sync)
Existing contacts and items → they sync after their next update. The sync is triggered by changes.
Tips for contacts
Group by lifecycle stage — organize your board by the Lifecycle Stage status column to see leads, MQLs, SQLs, and customers at a glance
Use conditional triggering to segment — create separate boards for leads vs. customers, or sync only contacts with a specific property value (e.g. Lifecycle Stage = Lead)
Combine with monday.com automations — e.g., notify a rep when a new contact syncs, or move an item to a group when lifecycle stage changes
Watch your action usage — large contact databases can consume quota quickly. Use conditional triggers to sync only the contacts you need