Guide

1. From your 'Zapier' dashboard, select 'Zap'.

2. Click on the 'Trigger' field to select the event.

3. Select 'HubSpot' as the trigger app.

4. Select a trigger event.

5. Connect your 'HubSpot' account.

6. Configure trigger filters and click 'Continue'.

7. Click on the 'Test trigger' button to confirm data is being pulled correctly from HubSpot.

8. Wait for the record to load and click 'Continue with selected record'.

9. In the 'Action' step, choose 'Monday.com' as the app.

10. Select an action event.

11. Connect your Monday.com account using the access token from your Monday.com account.

12. Configure the actions and click 'Continue'.

13. Click 'Test step' to test the workflow to ensure entry flows correctly between HubSpot and Monday.com.

14. Click 'Publish' to turn on the Zap to start automation.