Boardfeed

Import guide

Import HubSpot contacts into monday.com on a schedule

Sales teams work in monday.com and the CRM history stays in HubSpot. Pulling the two together by hand means exporting a contacts list and hoping nobody edited a deal in between.

Boardfeed reads HubSpot objects on a schedule and updates a board in place, so a contact’s owner or lifecycle stage changing in HubSpot shows up on the board without anyone re-exporting.

Doing it by hand, every time

  1. Export contacts or deals from HubSpot as a CSV.
  2. Import into the board and map the properties you need — again.
  3. Notice afterwards that two contacts with the same name were merged into one row.
  4. Repeat whenever the sales team asks why the board is stale.

The scheduled route

  1. Connect HubSpot with a private app token scoped to the CRM objects you import.
  2. Choose the object — contacts, companies or deals — and the properties to read.
  3. Map the properties to board columns and key the upsert on the HubSpot object id (not the name or the email, which can change).
  4. Schedule the run, and let the import handle HubSpot’s cursor pagination.

Field mapping notes for HubSpot

This is the part that decides whether an import works on the first try. Everything below is handled in the mapping step, before a run is scheduled.

  • Properties: HubSpot returns only the properties you ask for, so the mapping step lists them explicitly rather than importing a wall of empty columns.
  • Object ids: the vid or object id is unique and stable, which makes it the correct upsert key. Email is a good second choice for contacts only.
  • Dates: HubSpot mixes ISO-8601 strings and epoch-millisecond values depending on the property and the API version; both convert to a monday.com date column.
  • Enumerated properties: values like lifecycle stage are internal strings (lead, marketingqualifiedlead). Map them to a status column and label them the way the board reads them.
  • Associations: a contact’s company arrives as an id, not a name. Import companies as their own rows and use a board relation, or import the company name as a text column.

HubSpot import questions

Do I need a HubSpot OAuth app for this?
No. A private app token with read scopes for the objects you import is enough, and it is scoped to your account.
Do deals update when the amount changes?
Yes, when the deal is keyed on its HubSpot id — the changed property is re-imported and the item is updated in place.
Can I import contacts and companies into the same board?
Yes, as two sources on one board, or as one source plus a board relation between the imported items. See the REST API guide for the same pattern against a custom endpoint.

Other sources