Hi everyone,
I’m working on an integration flow between HubSpot and monday.com, but I’ve encountered an issue and would appreciate your guidance.
Context:
- First scenario: When a company in HubSpot has at least one associated deal, I want it to be automatically created in monday.com. I think this works fine
- Second scenario: Once the company is already in monday.com, I want it to stay updated; meaning, any changes in HubSpot should be reflected in monday.com.
To save actions in Make, I manually imported all the companies from HubSpot into monday.com using an XLS file exported from HubSpot.
Problem:
When I set up a scenario in Make using the “Watch CRM Updates” module to detect changes in HubSpot, the system starts updating fields in monday.com even if they haven’t been modified in HubSpot. This causes a lot of unnecessary updates. Interestingly, I created a similar flow for Contacts, and it seems to work fine there.
Questions:
- Could this behavior be caused by the manual import of companies into monday.com?
- Am I configuring the logic of the scenario in Make incorrectly? For example, should I add an additional filter to compare values between HubSpot and monday.com before proceeding with updates?
- How can I optimize this flow to avoid unnecessary updates?
- Is there a way to execute this scenario as data arrives? I would like that the item could be updated at monday when it is updates on hubspot but I do not see the “as data arrives” option in the scenario.
I’d really appreciate any advice or suggestions.
Thanks in advance!