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Best answer

How can I transfer deal details from HubSpot to monday.com?

  • 9 February 2023
  • 6 replies
  • 45 views
E
Userlevel 1

Ho do i pull deal details from HubSpot into Monday ?

I built a zap that when a deal in the pipeline is being dragged to a specific stage then it will create a new item

on Monday, but i also want the deal details to flow to the nee item in Monday.

icon

Best answer by Troy Tessalone 9 February 2023, 16:08

View original
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

6 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @EthanEtt 

Good question.

You may need to select additional properties to retrieve from the HubSpot Deal.

Then map those to the desired columns in Monday.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
E
Userlevel 1

Hey Troy,

 

Thanks for your reply,

 

I did find the Additional properties to retrieve, but i couldnt find how to map them to the desired map on Monday. 

Troy Tessalone
Userlevel 7
Badge +14

@EthanEtt 

Can you provide screenshots for us to have context about your Zap steps?

Help article about how to map dynamic variables between Zap steps using the ‘Custom’ option: https://help.zapier.com/hc/en-us/articles/8496257774221

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
E
Userlevel 1

Sure - please see attached !

 

3 Attachments
Troy Tessalone
Userlevel 7
Badge +14

@EthanEtt 

You’d map the other Monday Item columns similar to how you have the Item Name mapped.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
E
Userlevel 1

Thanks Troy - this is very helpful

I was able to map the right fields

 

Cheers!

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