TL;DR: Quick answers to the most common questions about HubSpot Integration Plus. Each answer below is the short version — for the full step-by-step and edge cases, follow the Read more → link to the dedicated article.
Open the puzzle icon in monday.com → search "HubSpot Integration Plus" → click Install app → choose a workspace and board → Add app. The app appears as a HubSpot 2-way Sync view tab on that board. That's where you set up your first sync.
Yes. Only monday.com admins (or users with explicit app-install permissions) can install Marketplace apps. If you're not an admin, ask yours to install it for you.
Can I use the app on multiple boards?
Yes. Add the app to each board you want to sync: puzzle icon → Manage → HubSpot Integration Plus → Use app → choose a workspace and board → Add app. Each board gets its own HubSpot 2-way Sync view and its own sync configuration.
How do I connect my HubSpot account?
Open the HubSpot 2-way Sync view on your board and click Connect to HubSpot. A HubSpot tab opens. Under Choose an account, pick the HubSpot account you want to sync and click Choose Account. Back in monday.com, choose a HubSpot portal under Choose a HubSpot portal and click Next. You can connect more than one portal with Add another portal.
The app accesses HubSpot CRM objects: Contacts, Companies, Deals, Tickets and Tasks. It does not access your HubSpot email, marketing tools, or website content.
Sync setup
What sync directions are available?
Three options per sync:
Both Ways (default) — changes flow in both directions
→ HubSpot to monday — HubSpot records create/update items on your board
← monday to HubSpot — board items create/update records in HubSpot
You can also set the sync direction per field in your field mapping.
Which HubSpot objects can I sync?
Contacts, Companies, Deals, Tickets and Tasks. Each sync connects to one object type at a time.
Can I sync multiple objects to the same board?
Each person can have one sync per 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. Each sync operates independently.
Can I filter which records sync?
Yes. Conditional triggering lets you filter records by property values — so only relevant records sync to your board. Conditions can be combined with AND or OR.
Yes, after their next update. The sync is triggered by changes, so existing HubSpot records and monday items sync only once they're updated.
What happens if I change the field mapping after records are already synced?
New changes will use the updated mapping. Existing items are not retroactively updated to match new field mappings.
Plans, billing & usage
What counts as one "action"?
An action is one sync operation — one record created, one item created, or one changed field synced. If you change 3 mapped fields on one item, that's 3 actions. If the sync creates 10 records at once, that's 10 actions.
Your syncs pause until your quota resets on the 1st of the month. We never auto-upgrade your plan. If you need syncs to keep running, you can upgrade manually — the new quota is available immediately.
Do unused actions roll over to the next month?
No. Your quota resets fresh on the 1st of each month. Unused actions don't carry over.
How do I upgrade my plan?
Puzzle icon → Manage → ⋯ next to HubSpot Integration Plus → Billing → Upgrade plan → checkout. Only admins/owners can upgrade. Yearly billing includes a 20% discount.
Same flow as upgrade — open Manage in the Marketplace, find HubSpot Integration Plus, click Billing, and select a lower tier or switch to Free. You keep full access until the end of the billing cycle.
Where is billing managed?
monday.com handles all payments. We don't see your card details and don't bill you directly. Currently only credit cards are accepted via the Marketplace.
How do I track my monthly usage?
There's no built-in usage dashboard for third-party apps in monday.com. monday's Autopilot hub has a Usage tab, but it only shows your most-used automations, so it doesn't always show the accurate number of actions used by the app. We send automated email alerts at 50%, 75%, and 100% of your quota. For exact remaining actions, email hello@fantasymedia.io — we'll send back your usage within a few hours.
Do you offer discounts for nonprofits or startups?
Yes — discounted rates on paid plans. Email hello@fantasymedia.io with details about your organization.
Security & data
Do you store any of my data?
No board, item, or HubSpot record content is stored on our end. The only data we keep is subscription metadata (plan type, remaining actions, the email of the user who installed the app).
We use monday.com's short-lived authentication tokens and monday code's secure vault. We never store authentication tokens on our own servers.
Is the app GDPR compliant?
Yes. The app runs on monday code, which complies with GDPR, HIPAA, ISO 27001, and SOC 2.
Can I delete all data related to my account?
Yes. Uninstall the app at any time — this revokes API access, deletes stored subscription data, and stops all sync processing. For confirmation in writing, email hello@fantasymedia.io.
Can I reinstall the app without losing my sync configuration?
No. Reinstalling resets the app's connection to your monday.com account, which means all your existing sync configurations are deleted and need to be recreated. If you're troubleshooting, try re-authenticating with HubSpot first before reinstalling.
Troubleshooting
My HubSpot records aren't appearing on my board — what should I check?
Check that: (1) your HubSpot account is connected, (2) incoming sync is enabled, (3) your action quota isn't exhausted, (4) conditional triggering isn't filtering out the records. If the record existed before you set up the sync, it syncs after its next update.
Common causes: your HubSpot token expired (re-authenticate), you hit your monthly action quota (upgrade or wait for reset), or someone disconnected the HubSpot account. Check Re-authenticate with HubSpot first.