How can I filter for specific notes?

You can filter for specific notes based on keywords, contact details, or note author. Define your criteria, and DryMerge will filter the notes accordingly.

Can I use this with Asana instead of Monday?

Yes, you can use this with Asana instead of Monday. Explain the required adjustments, and DryMerge will set up the automation for Asana.

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

This automation is utilized by account managers and project teams to ensure that important client notes are communicated effectively within the team.

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HubSpot + Monday.com

Create Monday Updates for New HubSpot Contact Notes

Keep your project and sales teams in the loop by creating Monday updates whenever new contact notes are added in HubSpot. This helps ensure all relevant information is shared across teams to improve collaboration and project outcomes.

New Contact Note

Triggers when a new contact note is added in HubSpot.

Create Monday Update

Creates an update in Monday for team visibility.

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

or pick a common variation below

Create New Monday Items for New HubSpot Deals

HubSpot + Monday.com

Create Monday Tasks for HubSpot Deal Deadlines

HubSpot + Monday.com

Create Monday Subtasks for HubSpot Deal Stages

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 Monday updates for new HubSpot contact notes"

Create Monday updates for new HubSpot contact notes

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.