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Best answer

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

  • February 9, 2023
  • 6 replies
  • 99 views

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.

Best answer by Troy Tessalone

@EthanEtt 

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

 

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6 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • February 9, 2023

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.

 


  • Author
  • Beginner
  • February 9, 2023

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
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • February 9, 2023

@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


  • Author
  • Beginner
  • February 9, 2023

Sure - please see attached !

 


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • Answer
  • February 9, 2023

@EthanEtt 

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

 


  • Author
  • Beginner
  • February 9, 2023

Thanks Troy - this is very helpful

I was able to map the right fields

 

Cheers!