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Your deals close in HubSpot. Then the work moves to monday.com, and nobody knows what the customer was promised. In this recording, you'll see how to keep it all in one place:
See how a closed won deal creates a project on its own, with the right name, stage and owner. Your delivery team can also see what was promised in the sale, without chasing anyone.
Set up templates by service type, like onboarding or training. Each one adds its own tasks, subtasks and due dates, plus a timeline view so you can spot delays early.
Assign tasks to your client and send them automatic reminders when they are overdue. Eli also shows where HubSpot still needs a workaround, like task dependencies, so you can decide with your eyes open.
Is this for you?
This recording is for you if:
- You use HubSpot and pay for monday.com, Asana, ClickUp or similar for delivery
- You're on monday.com and wondering if HubSpot could cover your projects too
- You're the person who keeps the two systems in sync, and you're tired of it
Frequently Asked Questions
We ask for your details so we can (a) send you the recording and any follow-up materials; (b) share more ideas on running projects in HubSpot; (c) let you know about future HubSpot User Group events. Your information is handled in line with our privacy policy, and we respect your inbox.
Yes, completely free. It's a session from our HubSpot User Group, shared to help you make a better decision about your tools. No hidden costs, just practical ideas from real client work!
Yes. Eli builds everything inside HubSpot, so the ideas work whatever project tool you use today. If you pay for a second tool just to deliver projects, this session is for you!
Watch the HubSpot and monday.com recording
See the full live build, plus the Q&A with real questions from attendees