When a deal is closed in HubSpot, work should start automatically — not get lost in handovers. Connect your CRM with delivery workflows in Monday.com, so projects, tasks, and progress updates stay perfectly aligned from sales to execution.
Seamless transition from sales closure to project execution
Deals become Monday projects automatically
Assign owners, timelines, and templates
Real-time updates between teams
Most teams experience these frustrations every single day
Deals are closed in HubSpot, but projects must be created manually in Monday
Task information is incomplete or delayed during handoff
Delivery teams lack critical context from sales conversations
Deal stages don't reflect real project progress
Management has no clear visibility into delivery status
Basic integrations move data but don't automate how your team actually works
Every time work doesn't start immediately after a deal closes, you're losing momentum, increasing time-to-delivery, and risking client relationships.
We build a custom HubSpot Monday integration that mirrors your real delivery workflow — from deal approval to project completion, with zero manual intervention.
Automatic project creation using predefined templates
Consistent setup for every project with proper resource allocation
Real-time progress updates reflected in CRM deal stages
Accurate forecasting with real delivery data
Sales and delivery teams work from the same accurate information
From deal closure to project completion — completely hands-off
A seamless four-step process that transforms closed deals into active projects
When a deal is marked as won in HubSpot, a project or item is automatically created in Monday using your templates.
As delivery teams update task statuses in Monday, progress is automatically synced back to HubSpot.
When work is completed in Monday, the related deal in HubSpot is automatically updated or closed.
Sales, delivery, and leadership always see the same information across both platforms.
From the moment a deal is won to the final project completion — every stage is tracked, synced, and visible to all stakeholders without manual updates or status meetings.
This HubSpot Monday integration is ideal if you recognize these challenges in your business
Managing client delivery with project-based workflows after sales closes
Using Monday.com for creative project execution and client work management
Needing CRM visibility into delivery work for accurate forecasting
Tired of broken handoffs as team size and project volume increase
Manual handoffs between sales and delivery create invisible costs: project delays, communication overhead, client dissatisfaction, and lost opportunities for upselling. Our automation turns your sales-to-delivery process into a competitive advantage.
Generic tools sync data. HMX automates execution.
Get answers to common questions about our HubSpot Monday integration
A HubSpot Monday integration connects your CRM deal data with delivery workflows so that when a deal is won in HubSpot, projects and tasks are automatically created in Monday.com. This ensures task updates, progress tracking, and project completion are automatically synced back to HubSpot, keeping both sales and delivery teams perfectly aligned.
Yes, absolutely. When a deal reaches your defined "won" stage in HubSpot, a project, board, or item is automatically created in Monday.com using your predefined templates.
Yes, in real-time. Status changes, task completions, and project milestones in Monday.com automatically update deal stages and properties in HubSpot.
Example workflow:
No, this is not a native integration.
Native integrations are often limited to basic data sync. Our solution is a custom, done-for-you automation specifically tailored to your actual delivery workflows and business processes.
We build custom logic that matches how your team actually works, not just generic data transfer.
This HubSpot Monday integration is specifically designed for:
Managing client projects that begin after sales closes deals
Using Monday.com for creative project execution and delivery
Needing CRM visibility into ongoing delivery work
That manage their work exclusively in Monday.com
If you're currently experiencing delays between sales closure and project start, this integration will transform your workflow.
Most integrations are set up within 5-7 business days after we understand your specific workflow requirements. This includes:
During your free trial, we handle all setup at no additional cost.
Our automation specialists are ready to help you understand how this integration can transform your sales-to-delivery workflow.
Manual handoffs slow teams down and create blind spots in your delivery process.
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Seamless integration for service businesses and B2B teams
Part of our complete revenue automation suite
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