If your sales team is stuck juggling leads in one tool, tracking activities in another, and reporting manually, you’re losing time—and probably deals too. The good news? You don’t need to overhaul your entire workflow. You just need to connect the dots between your CRM and your project management platform.
This is exactly where the monday.com + HubSpot integration comes in.
In this post, we’ll break down how to automate your sales pipeline using monday and HubSpot—turning disconnected leads into closed deals without the chaos.
Why Automate Your Sales Pipeline?
Let’s be blunt: sales teams don’t win by spending time updating spreadsheets or syncing tools manually. They win by staying focused on conversations, follow-ups, and conversions. Automation frees up your team to do just that.
With the right setup, you can:
- Instantly capture leads from HubSpot into monday
- Auto-assign reps and stages
- Trigger reminders and updates based on deal progress
- Keep leadership informed without weekly reports
- Move leads from first contact to closed deal, all in one streamlined flow
Meet the Power Duo: monday + HubSpot
HubSpot is a leading CRM built to track interactions, deals, and customer data. monday.com is a flexible work OS that organizes tasks, timelines, and team collaboration. When used together, they become a sales command center.
The HubSpot + monday integration lets you:
- Sync contacts, companies, and deals between platforms
- Create automation rules that trigger based on CRM updates
- Build custom dashboards and views tailored to your pipeline
- Keep sales, marketing, and ops aligned in real-time
Step 1: Set Up the Integration
Getting started is easy. In your monday.com account:
- Go to Apps Marketplace
- Search for HubSpot
- Click Install
- Connect your HubSpot account
- Authorize permissions
Once connected, you can map HubSpot fields (like contact name, email, deal stage) to columns in your monday board. From there, automations can take over.
Step 2: Create a Sales Pipeline Board
You’ll want a dedicated board in monday.com to track your sales process. A typical setup might include columns like:
- Contact Name
- Company
- Deal Stage
- Deal Value
- Assigned Rep
- Priority
- Next Action
- Close Date
- Status
Each row is a deal or lead. With automations and synced data from HubSpot, this board becomes your control panel.
Step 3: Automate Lead Capture
The first win is getting new leads into your pipeline without lifting a finger.
Set up automation rules so that:
- When a new contact or deal is created in HubSpot, it’s added as an item in your monday board.
- Fields like name, email, company, and lifecycle stage are filled in automatically.
This gives your team visibility as soon as a lead enters the funnel.
Bonus: You can add filters in HubSpot to ensure only qualified leads (say, Marketing Qualified Leads or MQLs) are pushed into monday.
Step 4: Auto-Assign Sales Reps
Once a lead hits your monday board, automate the rep assignment based on rules. For example:
- If the lead is from North America → assign to John
- If the company has over 100 employees → assign to senior AE
- If deal value is over $10,000 → notify manager and assign high priority
You can use monday automations to set this logic up—no code required.
This eliminates the back-and-forth and ensures every lead gets picked up fast.
Step 5: Trigger Follow-Ups and Reminders
Follow-up is where deals are won or lost.
Here’s how to automate it:
- When a deal moves to “Contacted,” set a date-based reminder for follow-up
- If no update is made in 3 days, notify the rep
- When a deal reaches “Proposal Sent,” trigger an automatic Slack or email reminder to follow up in 48 hours
- Auto-create subitems for tasks like “Send proposal,” “Book demo,” “Follow up with legal”
These micro-automations prevent leads from falling through the cracks and keep your reps on track.
Step 6: Sync Deal Progress and Updates
Deals evolve in HubSpot—but your ops and project teams live in monday. To keep everyone on the same page, sync deal stages and notes back and forth.
For example:
- When a deal in HubSpot moves to “Negotiation,” update the “Deal Stage” column in monday
- If a deal is marked “Closed Won” in HubSpot, trigger a status change in monday to “Won” and move it to a new board for client onboarding
This keeps your team aligned across tools—without needing to jump between them.
Step 7: Build Dashboards to Track Performance
Sales leaders need visibility—but not another spreadsheet.
Use monday Dashboards to visualize key pipeline metrics:
- Total pipeline value
- Deals by stage
- Close rate by rep
- Average deal cycle time
- Forecasted revenue
Because these dashboards pull from real-time synced data, there’s no delay, no guesswork, and no extra reporting overhead.
You can even use filtering to view performance by region, rep, or product line.
Bonus: Automate Hand-Off to Customer Success
Once a deal is closed, the baton passes to onboarding or customer success. Here’s how to make that handoff smooth:
- When a deal is marked “Closed Won” in monday or HubSpot, trigger the creation of a new item in the onboarding board
- Auto-fill client details, point of contact, and expectations
- Assign an onboarding specialist
- Notify them via Slack or email
No more “Where’s the info?” or dropped balls—just a clean, automated transition from sales to delivery.
Who This Setup Is For
This HubSpot + monday automation flow is perfect for:
- Sales teams that need to spend more time selling, less time updating
- Marketing teams that want better visibility into lead follow-through
- RevOps pros looking to streamline reporting and reduce silos
- Customer-facing teams that rely on timely handoffs and context
Whether you’re a startup with a lean team or a growing business managing dozens of reps, this setup scales with you.
Final Thoughts
Leads don’t convert themselves. But with the right automation in place, your team can focus on what matters most—building relationships, closing deals, and growing the business.
By integrating HubSpot and monday.com, you eliminate busywork, improve handoffs, and get real-time visibility into every step of the sales journey.
So if you’re still updating pipelines manually or living in disconnected tools, it’s time to change that. Connect HubSpot and monday, set up a few smart automations, and turn your sales process into a smooth, efficient machine—from lead to deal and beyond.