Set up your first sync
TL;DR: This is the quick-start walkthrough. The sync wizard has 4 steps — choose what to sync, map your fields, set incoming conditions, set outgoing conditions. Then activate. In about 5 minutes you'll have your first sync running between a monday.com board and a HubSpot object — Contacts, Companies, Deals, Tickets or Tasks.
Before you start
- The app is installed — see Installation & Set up
- Your HubSpot account is connected — see Connect your HubSpot account
- Your board has columns ready for syncing — see Board Setup Best Practices
Open the sync wizard
Open the HubSpot 2-way Sync view on your board
After connecting HubSpot, click Continue to setup (or Create new sync in the admin panel)
Choose your HubSpot portal and click Next. The Sync Setup wizard opens.
Step 1: Choose what to sync
This is where you set the foundation — which HubSpot object, which direction, and whether to sync items or subitems. First, select the type of HubSpot record you want to sync with this board:
Contacts
CRM boards, lead management, customer databases
Deals
Sales pipelines, revenue tracking, deal management
Companies
Account management, partner tracking, client portfolios
Tickets
Support boards, issue tracking, customer service
Tasks
Follow-ups, to-dos, sales and service task tracking
You will only see HubSpot objects that your connected user has permission to access.
Choose the sync direction:
Select how data should flow:
Both Ways (default)
Changes sync in both directions
Items or subitems: choose whether to sync the board's Items or Subitems. A subitem sync covers all subitems on the board. Subitems appear as an option once your board has subitems.
Optional setting (off by default):
- Sync deletions in both directions — when an item or record is deleted on either side, the corresponding record or item on the other side is deleted too. When it's off, deletions don't sync.
Sync deletions is permanent. Turning this on means deleting an item in monday.com also deletes the HubSpot record, and vice versa. If someone deletes an item or record by mistake, the linked record or item on the other side is also gone.
Step 2: Map your fields
Match monday.com columns to HubSpot properties. Suggested mappings are pre-filled, so check them and change any you need. Need a column that isn't on your board yet? Click + Add column to create it from this screen. For status columns, use Map values to match each status label to a HubSpot option.
Each field also has its own sync direction — you can set per-field direction independently from the overall sync direction.
Tip: For the best results, set up your board following our Board Setup Best Practices before configuring mapping.
Step 3: Set incoming conditions
Choose which HubSpot records can create or update items on your board:
- Any contact (or deal, company…) — every record of the selected object type syncs to your board
- A contact that meets conditions (or deal, company…) — only records matching your rules sync (e.g., only Deals where Deal Stage is "Closed Won")
Step 4: Set outgoing conditions
- Any item — every item on your board syncs to HubSpot
- An item that meets conditions — only items matching your rules sync (e.g., only items where Status is "Qualified")
You can combine multiple conditions with AND or OR logic. Leave both set to "any contact" (or deal, company…) / "any item" to sync everything.
Existing HubSpot records and monday items sync only after their next update. The sync is triggered by changes.
Activate your sync
Click Activate sync to start syncing. You'll see Configuration Activated! Click Go to admin panel to see your sync. The sync starts running immediately. New changes on either side flow according to your settings.
After activation, your sync appears under Active Syncs in the board's HubSpot 2-way Sync view. From there you can:
- See the sync's status (Active or Paused)
- Edit your sync settings at any time
Common gotchas
- Direction controls what syncs. New records/items created on either side sync based on your direction setting, and changes to mapped fields update the linked record/item.
- Don't delete or rename the HubSpot Link column. It's created automatically when you activate a sync. Each item-to-record link is stored both in the app and in this column. See The HubSpot Link column .
- You can edit your sync anytime — change direction, add fields, update conditions. No need to recreate it.
- One sync per person per board. Each person can have one sync on a board. To sync another object on the same board, a different user sets up their own sync, or you edit or delete your existing one.
- Start simple. Use "any contact" (or deal, company…) and "any item" for your first sync. Add conditions later once you see how the data flows.
Next up
Related
- Board Setup Best Practices
- Field Mapping
- Understanding Conditional Triggering
- Plans, Billing & Usage
Still stuck?