HubSpot to monday CRM Migration: How To Make The Switch in Days.

Business owners can get confused between HubSpot migration and HubSpot integration on monday.com. Before we continue, let's clarify that monday WorkOS can support both a HubSpot integration and a manual HubSpot data migration.

According to Dev, one of our monday implementation specialists, you'll need to use a third-party automation tool like Make.com for HubSpot migration. However, it can sometimes require a lot of API research and effort.

In this blog post, let's learn more about data migration from HubSpot to monday.

Should You Use monday.com Over HubSpot?

On average, 248,000 customers use HubSpot. All their products have a cumulative rating of 4.4/5 stars on G2.

Compared to that, the monday platform has a customer base of 245,000 users. monday Work Management has a G2 rating of 4.7/5 stars, and monday CRM is rated 4.6/5 stars.

In one of our monday vs HubSpot comparison blogs, we noted that you should choose HubSpot for its CMS features and monday for its WorkOS and CRM. While HubSpot has a limited project management tool, monday offers an affordable, customisable, and feature-rich alternative.

On monday Community, a user posted that they've decided to move from HubSpot to monday Sales CRM. That's why they must transfer 5,000+ leads with their documents, calls, notes, interaction history, etc.

They chose this because of the tool's cost-effectiveness and capabilities. It offers over 200 templates, multiple board views, and extensive automation for a streamlined workflow.

In contrast, HubSpot has a basic project management tool and requires costly upgrades to access advanced tools. Thankfully, this app has a robust content marketing solution. (Content management system)

Can You Migrate HubSpot to monday.com?

Technically, you can migrate HubSpot to monday with the right tricks. For many users, there's a challenge of exporting the data seamlessly.

Manually, you can create CSV files from your HubSpot data and add them to monday. However, this takes a lot of time.

That's why you'll have to use a tool like Make.com to connect HubSpot with monday. This platform uses a no-code automation system that can create custom workflows to help transfer data.

For example, you can transfer deals, tasks, accounts, and contacts between HubSpot and monday.com. The Make implementation consultants at Fruition can help create the process by building a tailored visual scenario.

Being a Make Gold Partner, we can assist you in leveraging real-time synchronisation and data transformation during HubSpot migration. All these will ensure efficiency and accuracy, leading to streamlined workflows and data integrity.

HubSpot to monday migration/integration with Make.com

Note: HubSpot to monday 'migration' with Make.com requires a lot of API research, knowledge, and effort.

Connect with a Make.com Expert

HubSpot to monday Migration Using Make.com: The Basic Steps

You can follow these steps if you want to migrate data from HubSpot to monday:

Ensure that you have active HubSpot, Make.com, and monday WorkOS accounts.
Connect these applications by logging into Make and creating the scenario.
Add HubSpot and monday as modules by searching in the app library.
Once done, authenticate the apps by providing valid credentials and custom API keys.
Choose a trigger event from HubSpot (Examples: New Deal Updates, New Contact Created, and more) and configure them to specify which dataset should initiate the workflow.
Add action modules from monday (create or Update Item) and HubSpot (deal stage, contact name, etc.) to map data fields in corresponding boards or columns.
Once done, you'll have to test the workflow. Ensure the data gets fetched correctly from HubSpot and is transferred to monday without errors.
Enable the scenario to activate automatic data migration. Don't forget to adjust and monitor the scenario by reviewing the logs regularly.

HubSpot to monday migration with Make.com

HubSpot to monday Migration: Fruition's Take on This

Example: Retrieve data from HubSpot using API. Then, it would map the fetched data to format it and match monday's structure. Push the data to monday using Make.com API. Automate the entire process for better data transfer instead of doing it manually for each item. All you have to do is customise the API keys, field mappings, and board IDs.

To know more about this HubSpot migration, reach out to a monday consultant at Fruition.

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HubSpot and monday Integration: The Ultimate Solution

While you can migrate HubSpot to monday using Make.com, there's a built-in feature for integration.

You're probably using HubSpot for customer service and marketing. And, you use monday for its CRM and project management capabilities. Now, imagine having both workflows managed in a single location.

So, how do you activate this HubSpot and monday integration? Here are a few steps to follow:

Select the board you want this integration for. Click on the Integrate Button (upper right).
Find HubSpot from the automation centre and select it.
Choose from the templates offered by this integration to sync HubSpot to monday.
Choose a template and connect your monday account with the HubSpot one.

You can even customise the integration recipe and map out the fields from HubSpot contact, deal, or company on monday. Some examples include Deal name, Close date, Name, Company Domain Name, Pipeline, and more.

Note: This is only available to Standard, Pro, and Enterprise members.

FAQs

How can you import HubSpot data to monday?

Data migration from HubSpot to monday can be done with Make.com custom scenarios. Create a new scenario, connect both accounts, set the triggers, and map fields before testing and activating it. You can also use a custom script (offered by monday implementation consultants) to help automate the migration process. Beyond that, use the HubSpot integration feature on monday.com. Enable the integration on your selected board, choose a template, connect accounts, and sync.

Which is better: monday.com or HubSpot?

monday would be a better choice for its project management and robust CRM features. It includes multiple task views, free templates, extensive automations, unique integrations, and collaboration features. HubSpot has limited project management options, but it's a great CMS.