Main Use Cases

Main Use Cases

TL;DR: Real-world workflows showing how teams use HubSpot Integration Plus — from syncing deals to managing support tickets. Each guide includes the scenario, recommended board setup, and sync configuration.
Each use case is a guided walkthrough with the scenario, recommended board setup, and sync configuration. If you're new to the app, start with  Set up your first sync⁠  before diving in.

Where should I start?

Your goal
Start here
Track deals and revenue in a visual sales pipeline
 Sync deals to a sales pipeline board⁠ 
Manage your contacts and leads on a  monday.com  board
 Sync contacts to a CRM board⁠ 
Track client companies and accounts in one place
 Sync companies to an account management board⁠ 
Manage support tickets from HubSpot on a  monday.com  board
 Sync tickets to a support board⁠ 
Run multiple syncs across boards, objects, or HubSpot accounts
 Power user: managing multiple syncs across boards⁠ 


 Sync deals to a sales pipeline board⁠ 

Sync HubSpot deals into a  monday.com  sales pipeline board — so every deal has its stage, amount, close date, and owner visible at a glance. New deals create items, updated deals update the item.
Common use cases:
  • 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
Sync direction: Both Ways or → (HubSpot → monday) · Key features:  Conditional Triggering⁠  ·  Field Mapping⁠ 


 Sync contacts to a CRM board⁠ 

Keep your HubSpot contacts in sync with a  monday.com  board — see emails, phone numbers, lifecycle stages, and owners in a board you can customize with  monday.com 's views and automations.
Common use cases:
  • 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
Sync direction: Both Ways or → (HubSpot → monday) · Key features:  Field Mapping⁠  ·  Conditional Triggering⁠ 


 Sync companies to an account management board⁠ 

Sync HubSpot companies to a  monday.com  account management board — track company details, industry, revenue, and ownership in a board you can filter, group, and visualize.
Common use cases:
  • Account management teams tracking client relationships
  • Operations teams who need company data alongside internal workflows
  • Sales teams segmenting accounts by industry, size, or region
Sync direction: Both Ways or → (HubSpot → monday) · Key features:  Field Mapping⁠  ·  Conditional Triggering⁠ 


 Sync tickets to a support board⁠ 

Pull HubSpot support tickets into a  monday.com  board — so your team can manage support workflows with  monday.com 's views, automations, and dashboards while HubSpot stays the source of truth.
Common use cases:
  • Support teams managing ticket queues alongside internal tasks
  • Customer success managers tracking open issues per account
  • Teams using HubSpot Service Hub who want  monday.com 's project management capabilities
Sync direction: Both Ways or → (HubSpot → monday) · Key features:  Conditional Triggering⁠  ·  Field Mapping⁠ 


 Power user: managing multiple syncs across boards⁠ 

Tips for running multiple syncs across different boards, HubSpot objects, and accounts — and keeping them organized without conflicts or wasted actions.
Common use cases:
  • Users with separate boards for Deals, Contacts, Tickets, and Tasks
  • Teams where each member syncs different HubSpot pipelines to different boards
  • Organizations managing multiple HubSpot portals across departments
Key topics: Organizing syncs · Avoiding conflicts · Watching action usage ·  Plans, Billing & Usage⁠ 

Next up

  •  Set up your first sync⁠  — if you've picked your use case and want to build it

Related

  •  Set up your first sync⁠ 
  •  Field Mapping⁠ 
  •  Understanding Conditional Triggering⁠ 

Still stuck?

Contact us anytime at  hello@fantasymedia.io  — we're happy to help.