Getting Started

Getting Started

TL;DR: New to HubSpot Integration Plus? You're in the right place. In about 10 minutes you'll have the app installed, your HubSpot account connected, and your first two-way sync running.

What you'll learn in this section

  • How to install HubSpot Integration Plus from the  monday.com  Marketplace and add it to your first board
  • How to connect your HubSpot account (OAuth)
  • How to set up your board with the right columns for HubSpot sync
  • The recommended first sync to set up — the fastest path to value
  • How to configure the sync wizard from scratch
  • What permissions you need (and how to fix it if setup fails)

Recommended journey

Follow these in order — each one builds on the last:

1. Install the app (~5 minutes)

Install HubSpot Integration Plus from the  monday.com  Marketplace. Choose a workspace and a board, then click Add app. The HubSpot 2-way Sync view opens on that board.

2. Connect your HubSpot account (~2 minutes)

In the HubSpot 2-way Sync view, click Connect to HubSpot. HubSpot asks you to Choose an account. Back in  monday.com , choose a HubSpot portal (or Add another portal) and click Next. This is the one-time setup that lets the sync work.

3. Set up your board (~5 minutes)

Set up your own board with the right columns for the HubSpot object you want to sync, so the fields you care about are ready to map.

4. Set up your first sync (~5 minutes)

The general how-to for the sync wizard — pick your HubSpot object, map your fields, set filters, and activate. Existing HubSpot records and monday items sync after their next update.

5. Bookmark this for later — permissions reference

You probably won't need this if you're an Admin or Member with edit access. Bookmark it for the rare case where setup fails — it walks through the permission levels in  monday.com .

Where to go next

Once you're set up and have your first sync running, explore what else you can do:

Still stuck?

If you hit any snag during installation or setup, email  hello@fantasymedia.io  — we'll help you get unblocked fast.