Monday.com + HubSpot Integration with AI Project-to-CRM Intelligence

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A new framework for building AI agents.

Combine Apps

monday

HubSpot Integration

Build automations powered by V7 Go Agents

Connect Salesforce to Bloomerang with

Every Monday.com board item update is analyzed for client milestone signals, project health indicators, and deal stage implications — and HubSpot is updated with structured project intelligence before the next sales call.

Data Source

monday

Connect monday to V7 Go and automate project management, task tracking, team coordination, and workflow orchestration with intelligent AI agents.

Project Management & Forms

Task Automation

Status Tracking

Team Coordination

AI Agent (by V7 Go)

AI Concierge Agent

Automatically coordinates tasks and multi-step workflows across tools and specialized automations.

Business

Multi-System Orchestration

Intelligent Delegation

Real-Time Monitoring

Destination

About

HubSpot

Connect HubSpot to V7 Go and automate lead scoring, customer insights, sales pipeline management, and relationship intelligence with intelligent AI agents.

CRM & Sales

Lead Scoring

Deal Management

Customer Insights

Example Workflow

monday

HubSpot

Project Milestone to CRM

Popular workflows

Example

Input

New item created

AI Agent

Output

Input

New item created

New Item Created (Instant)

Emit new event when a new item is added to a board.

Board Item

AI Agent

AI Concierge Agent

Analyze

Reading Monday.com item: board name, column values, assignee, and status

Identifying client-related context: project name, associated account, and milestone type

Assessing deal implications: is this a delivery milestone, an expansion signal, or a risk flag?

Mapping project data to the corresponding HubSpot deal and contact record

Generating a CRM update with project status, milestone context, and recommended next action

Analysis complete

Output

HubSpot

Updates the HubSpot deal record with project milestone status, adds a note with client delivery context, and creates a follow-up task for the account owner

Create or Update Contact

Create Task

Update Deal

All actions triggered by agent

Analyze Monday.com item updates for client signals and deal milestones, then update HubSpot deal records automatically.

Agent Library

A library of

Agents

Agents

Agents

for every workflow

More project management agents

Popular workflows

AI Concierge Agent

AI Concierge Agent | Orchestrate Complex Workflows | V7 Go

Business

Multi-System Coordination

Intelligent Task Delegation

Context-Aware Decision Making

Add to workflow

AI Concierge Agent

AI Concierge Agent | Orchestrate Complex Workflows | V7 Go

Business

Multi-System Coordination

Intelligent Task Delegation

Context-Aware Decision Making

Add to workflow

Actions & Triggers

Build powerful

monday

HubSpot workflows

Pick from 100+ triggers and actions available.

Connect triggers from Zoom to powerful actions in your other business apps.

Popular workflows

Workflow triggers

Column Value Updated (Instant)

Emit new event when a column value is updated on a board.

Name Updated (Instant)

Emit new event when an item

New Board Created

Emit new event when a board is created in Monday.

New Item Created (Instant)

Emit new event when a new item is added to a board.

New Sub-Item Created (Instant)

Emit new event when a sub-item is created.

New Sub-Item Update (Instant)

Emit new event when an update is posted in sub-items.

New User Created

Emit new event when a new user is created in Monday.

Specific Column Updated (Instant)

Emit new event when a value in the specified column is updated.

Sub-Item Column Value Updated (Instant)

Emit new event when any sub-item column changes.

Sub-Item Name Updated (Instant)

Emit new event when a sub-item name changes.

Agents automate actions in your apps

Add Contact to List

Adds a contact to a specific static list.

Batch Create Companies

Create a batch of companies in Hubspot.

Batch Create or Update Contact

Create or update a batch of contacts by its ID or email.

Batch Update Companies

Update a batch of companies in Hubspot.

Batch Upsert Companies

Upsert a batch of companies in Hubspot.

Create Associations

Create associations between objects.

Create Communication

Create a WhatsApp, LinkedIn, or SMS message.

Create Company

Create a company in Hubspot.

Create Custom Object

Create a new custom object in Hubspot.

Create Deal

Create a deal in Hubspot.

Get started

Ready to connect

monday

and

HubSpot

Sync milestones to your CRM

V7 Go connects Monday.com and HubSpot with AI that turns every board update into a CRM intelligence signal. Book a demo.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

monday

and

HubSpot

Sync milestones to your CRM

V7 Go connects Monday.com and HubSpot with AI that turns every board update into a CRM intelligence signal. Book a demo.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

monday

and

HubSpot

Sync milestones to your CRM

V7 Go connects Monday.com and HubSpot with AI that turns every board update into a CRM intelligence signal. Book a demo.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

monday

and

HubSpot

Sync milestones to your CRM

V7 Go connects Monday.com and HubSpot with AI that turns every board update into a CRM intelligence signal. Book a demo.

30-minute session

Personalized setup

Live demonstration

Using V7 Go to automate our diligence process led to a 35% productivity increase.
Centerline
The experience with V7 has been fantastic. Very customized level of support.
Alaris
V7 enables us to process complex documents at scale through an intuitive and powerful UI
Pinsent Masons
V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .
Star Mountain

Using V7 Go to automate our diligence process led to a 35% productivity increase.
Centerline
The experience with V7 has been fantastic. Very customized level of support.
Alaris
V7 enables us to process complex documents at scale through an intuitive and powerful UI
Pinsent Masons
V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .
Star Mountain

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Help

Have questions?

Find answers.

Any more questions?

Talk to sales

How does V7 Go connect Monday.com and HubSpot?

V7 Go monitors Monday.com for new items and item updates. When a board item is created or its status changes, the AI Concierge reads the project context, identifies the client and deal association, and updates the corresponding HubSpot deal and contact record with project intelligence and recommended next actions.

Which Monday.com boards can trigger V7 Go workflows?

Any Monday.com board can be used as a trigger source. Common configurations include client project boards (triggering HubSpot deal updates on milestone completion), sales pipeline boards (triggering CRM updates on stage changes), and onboarding boards (triggering contact lifecycle updates).

What does V7 Go write to HubSpot from Monday.com data?

V7 Go updates HubSpot deal stage and close date when project milestones are hit, creates notes with delivery status context, and generates follow-up tasks for account owners when project health signals suggest action is needed.

Can V7 Go also sync HubSpot deal changes back to Monday.com?

Yes. A bidirectional workflow can trigger on HubSpot deal stage changes and update the corresponding Monday.com board item status — keeping project and sales tracking in sync across both tools.

Is Monday.com project data secure in V7 Go?

V7 Go is SOC 2 Type II certified. Board data is processed in an encrypted, isolated environment and never used for model training.

How is the Monday.com + HubSpot integration priced?

Pricing is based on item event volume. Contact V7 Go for a custom quote.

Partner program

Become a V7 Go Project Management Partner

Join our project management partner ecosystem and help your clients build intelligent project-to-CRM workflows that keep deal records in sync with real delivery progress.

Partner program

Become a V7 Go Project Management Partner

Join our project management partner ecosystem and help your clients build intelligent project-to-CRM workflows that keep deal records in sync with real delivery progress.

Partner program

Become a V7 Go Project Management Partner

Join our project management partner ecosystem and help your clients build intelligent project-to-CRM workflows that keep deal records in sync with real delivery progress.

Partner program

Become a V7 Go Project Management Partner

Join our project management partner ecosystem and help your clients build intelligent project-to-CRM workflows that keep deal records in sync with real delivery progress.

About

Enterprise-level security. Keep your data private.

Enterprise-level security. Keep your data private.

Enterprise-level security. Keep your data private.

Enterprise-level security.
Keep your data private.

Enterprise-level security.
Keep your data private.

Enterprise-level security.
Keep your data private.