Integrating monday.com, HubSpot, and Slack to Speed Property Deals

Summary

We eliminated duplicate work for a UK real estate company by integrating monday.com, HubSpot, and Slack, and improved communication,  gained real-time visibility across sales and property management. With unified dashboards, leadership made faster, data-driven decisions. CloudCache Consulting delivered this solution, showcasing expertise in practical CRM and workflow integration services.

About the company

A regional real estate firm in the UK that manages property sales, lettings, and client onboarding. The team used HubSpot for leads, monday.com for delivery work, and Slack for day-to-day conversations.

Customer Challenges

The firm lacked a single flow from sales to handover. That created wasted time and missed updates. Staff had to copy data between tools. Leadership could not see sales progress next to delivery status.

• Manual duplication and errors: Sales logged deals in HubSpot. Project teams re-created records on monday.com. This double entry caused mistakes and lost time.
• Slow internal response: Important updates did not reach delivery teams fast. Conversations in Slack stayed out of project boards. Problems sat idle longer than they should.
• Fragmented reporting: Sales, operations, and support each had different views. That made forecasting hard and delayed decisions.

Solutions

We delivered a phased, people-first integration to keep work moving and reduce friction. The technical approach blended native apps, controlled automations, and a light middleware layer where needed.

HubSpot → monday.com (automated project creation)

We created an automated flow so new deals in HubSpot spun up project boards in monday.com. Key steps:

• Mapped HubSpot deal fields to monday.com columns (client, property, close date, priority).
• Used the monday.com HubSpot app for straightforward one-way actions.
• Where teams needed two-way updates, we added a sync layer (see next point).

Two-way sync & data consistency (API hooks)

Some fields required two-way updates (deal stage, handover date). For those, we:

• Two-way sync evaluation for native apps.
• Customization of middleware to listen HubSpot webhooks
• Issue a call request to the monday.com API.
• Field validation Implementation and conflict rules deployment.
• Logged sync events and retried failures automatically.

Real-time Slack alerts and actions

We turned keyboard events into Slack messages and allowed simple actions from Slack:

• Configured monday.com → Slack notifications for status changes (e.g., “Ready for Handover”).
• Mapping of Slack  to project boards to see updates instantly.
• Enabled HubSpot notifications into a sales channel for deal milestones and inbound leads.

Mapping, permissions, and rollout

We kept the rollout low risk with these steps:

• Built a mapping matrix and tested it on 5 pilot deals.
• Limited initial API permissions to only required scopes.
• Trained 12 power users and captured feedback over two weeks.
• Phased full rollout after two successful sprints.

Results:

After the rollout, the firm saw clearer handovers and less rework. Teams spent more time on customers and less on copying data. Leadership got a single view that linked sales and delivery.

• Less duplicate work: Automations cut manual copying. The team reported fewer mistakes and more time for client contact.
• Faster issue resolution:Slack alerts helped teams act faster. Blockers surfaced in the right channels and moved to resolution sooner.
• Clearer leadership insight: Dashboards in monday.com combined sales and delivery data. Managers made decisions with joined-up information.

Final words

CloudCache Consulting designed and delivered this integration. We focus on practical systems that reduce busywork and improve client experience. If you want a partner who builds integrations and supports rollout, contact us or find us on Upwork to view our profile and client reviews.