Can I specify which tasks should create deals?

Absolutely. You can specify which tasks should create deals based on criteria like task title, tags, or priority level.

Can I also use this with Zoho CRM?

Yes, you can set this up with Zoho CRM instead of HubSpot. Describe the necessary changes, and DryMerge will configure the automation accordingly.

Which people use this automation? What do they use it for?

Sales teams use this automation to ensure that every actionable task is converted into a trackable deal, thereby increasing efficiency and reducing the chances of losing leads.

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HubSpot + Monday.com

Create HubSpot Deals from New Tasks in Monday

Streamline your sales pipeline by creating HubSpot deals for every new task in Monday. This ensures no sales opportunity is missed and all potential deals are tracked efficiently from the get-go.

New Task Created

Triggers when a new task is created in Monday

Create Deal

Adds a new deal in HubSpot for the task

See more HubSpot to Monday.com integrations or use AI to customize your automation.

or pick a common variation below

Create HubSpot Notes from Monday Comments

HubSpot + Monday.com

Generate HubSpot Deals from Monday Board Changes

HubSpot + Monday.com

Create HubSpot Notes for Completed Monday Tasks

HubSpot + Monday.com

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create HubSpot deals from new tasks in Monday"

Create HubSpot deals from new tasks in Monday

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with HubSpot + Monday.com.

Create Contact

Creates a new contact in HubSpot

Delete Contact

Deletes a contact in HubSpot

Update Contact

Updates the stage/lead value of a contact in HubSpot

Read Contact

Reads context about a contact in HubSpot using various identifiers

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

Update Ticket

Updates a ticket in HubSpot using the ticket ID

Create Ticket

Creates a new ticket in HubSpot

Read Ticket

Lists all tickets in HubSpot

Create Company

Creates a new company in HubSpot

Delete Company

Deletes a company in HubSpot

Update Company

Updates a company in HubSpot

Read Company

Reads a company in HubSpot

App details

HubSpot

HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.

Monday.com

Monday.com is a cloud-based work operating system for planning, organizing, and tracking work. Create boards, automate workflows, and collaborate with team members on projects.