How can I filter deals based on deal stage?

You can filter deals based on their stage in HubSpot. Simply specify which deal stages you'd like to trigger the creation of Monday items, and DryMerge will take care of it.

Can I also use this with Trello instead of Monday?

Yes, you can use this with Trello instead of Monday. Describe the necessary changes, and DryMerge will configure the automation to fit Trello.

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

This automation is used by project managers and sales teams to ensure that all new deals are properly tracked and managed through their project management tool.

HubSpot + Monday.com

Create New Monday Items for New HubSpot Deals

Keep your project management and CRM tools in sync by creating new Monday items whenever a new deal is created in HubSpot. This ensures that your team can track project progress seamlessly without missing any new business opportunities.

New Deal Created

Triggers when a new deal is created in HubSpot.

Create New Item

Creates a new item in Monday.

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

or pick a common variation below

Create Monday Updates for New HubSpot Contact Notes

HubSpot + Monday.com

Create Monday Tasks for HubSpot Deal Deadlines

HubSpot + Monday.com

Create Monday Tasks for Updated HubSpot Deals

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 new Monday items for new HubSpot deals"

Create new Monday items for new HubSpot deals

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

Create Lead

Creates a new lead in HubSpot

Delete Lead

Deletes a lead in HubSpot

Update Lead

Updates the stage/lead value of a lead in HubSpot

Read Lead

Reads context about a lead 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

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.