Monday.com CRM Setup with Zapier Integration for HubSpot, Pipedrive & QuickBooks
I connect your Monday.com CRM to HubSpot, Pipedrive, and QuickBooks using Zapier, so leads, deals, and invoices move between your tools automatically instead of you copying data by hand.
What this gig covers:
- Monday.com CRM setup boards, groups, and columns built around your actual sales stages
- Zapier integration between Monday.com and HubSpot, Pipedrive, or QuickBooks
- HubSpot integration: new deals or contacts in HubSpot create matching items on your Monday.com
- Pipedrive integration: deal stage updates, new organizations, and person records flow
- QuickBooks integration: invoices, payments, and customer records sync
- Webhook automation: I use Webhooks by Zapier to catch and push data directly
- CRM automation rules inside Monday.com
- Two-way sync setup so updates on either platform
- Lead sync from form submissions straight into your Monday.com pipeline
- Deal sync
- Data migration Monday.com from another CRM
- Zap testing and error-handling
- Monday.com automation
Message me with your current tools and what you want automated before ordering.