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Compare up to three products

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See what each product helps your team do, what it costs, and how it connects to your other tools. We show our sources and flag what we haven’t confirmed.

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Revenue Fit Map

Where each product contributes

Core means the area is central to the product. Supporting means it plays an important secondary role, and Adjacent means it has a smaller role. Not mapped means we haven’t assigned a role here; it doesn’t tell you whether a specific feature is available.

HubSpot

View profile ↗
PlanNot mappedSourceCorePrioritizeCoreEngageCoreQualifySupportingAdvanceSupportingCloseSupportingGrowSupporting

Close

View profile ↗
PlanSupportingSourceSupportingPrioritizeSupportingEngage
Core
QualifySupporting
AdvanceNot mapped
CloseNot mapped
GrowNot mapped

monday CRM

View profile ↗
PlanNot mappedSourceSupportingPrioritizeSupportingEngageSupportingQualifySupportingAdvanceNot mappedCloseSupportingGrowNot mapped
Pricing example5 users · lowest applicable paid public plan · monthly equivalent · tax, usage, add-ons, and one-time charges excluded from the headline estimate
Decision pointHubSpotClosemonday CRM
Best forHubSpot
Small to enterprise teams seeking an integrated CRM and broader customer-platform suite, especially organizations combining inbound marketing, sales, and customer-service workflows.
Close
Small and growing outbound-oriented sales teams that want CRM, sales communication, follow-up automation, and pipeline activity in one system.
monday CRM
Revenue teams seeking a flexible CRM with configurable pipelines, activity tracking, automation, reporting, AI agents, and pre-to-post-sales workflows.
Entry priceHubSpot
Free up to 2 users · Paid from $7/user/mo
Close
From $9/user/mo
monday CRM
Free tier · Paid from $12/mo
Pricing modelHubSpot
Per organisation · Per user
Close
Per user
monday CRM
Tiered
5-user exampleHubSpot
$35/mo

Sales Hub Starter

Close
$45/mo

Solo

monday CRM
$0/mo

Basic · plus unpriced components

MinimumsHubSpot
Annual commitment
Close
Annual commitment
monday CRM
3-user minimum · Annual commitment
Free accessHubSpot
Free tier
Close
14-day trial
monday CRM
Free tier · 14-day trial
Pricing sourceHubSpot
Checked 2026-09-21

Official pricing page ↗

Close
Checked 2026-09-11

Official pricing page ↗

monday CRM
Checked 2026-09-12

Official pricing page ↗

Relevant constraintsHubSpot
  • This is the HubSpot platform record. Capabilities require the stated Hub, edition, seat type, usage allowance, credits and configuration.
  • Sales Hub Professional/Enterprise includes company/account and deal scoring; contact scoring requires Marketing Hub Professional/Enterprise.
  • Smart Deal Progression is a Professional/Enterprise beta with assigned-seat, transcript and credit conditions; it supports named or custom opportunity-qualification methods.
  • Sequences, forecasting, playbooks and meeting transcription require qualifying Professional/Enterprise subscriptions and seats. Playbook property updates require Enterprise.
  • Notetaker requires Sales or Service Hub Professional or Enterprise and an assigned Sales or Service seat; supported meeting providers, recording settings and participant consent apply. Specific extensions may remain in beta.
  • Customer Success workspace and health-score workflows require Service Hub Professional/Enterprise and a Service seat.
  • Current CPQ and e-signature require Revenue Hub Professional/Enterprise and Revenue Seats; legacy quote access is account-specific and is not assumed for new buyers.
  • Cross-system automation, data synchronization and automated data quality have Data Hub and connector-specific conditions.
  • Professional and Enterprise Sales Hub require one-time onboarding. Starter discounts and credit rates are dynamic; published costs exclude other Hubs, add-ons and usage charges.
Review detailsHubSpot
RevManic editorial assessment

Reviewed 2026-09-21. See the product profile for sources and plan details.

Close
RevManic editorial assessment

Reviewed 2026-09-21. See the product profile for sources and plan details.

monday CRM
RevManic editorial assessment

Reviewed 2026-09-21. See the product profile for sources and plan details.

Job coverage

Work each product supports

See which jobs each product can help with. Open a cell to see why we chose its fit label, any plan limits, and the source.

JobHubSpotClosemonday CRM
Analyse conversations at team levelReviewed job assessmentHubSpot
Partial fit+

Conversation Intelligence searches team call history and reports tracked terms and call statistics such as talk time and monologue length.

HubSpot source ↗
Close
Not documented
monday CRM
Not documented
Analyse pipeline performanceReviewed job assessmentHubSpot
Strong fit+

Sales analytics and pipeline reports reveal conversion, activity, opportunity progress, team performance and revenue outcomes.

Conditions. Sales Hub Pro/Enterprise for advanced sales analytics and custom reports; other Hubs' attribution/revenue analytics require their own subscriptions.

HubSpot source ↗
Close
Strong fit+

Reports analyze activity, email performance, funnel conversion, pipeline movement and team results.

Close source ↗
monday CRM
Strong fit+

Custom dashboards, sales funnels and rep/pipeline views reveal conversion, activity, deal health and target progress.

Conditions. Plan-specific dashboards, widgets, record limits, and permissions apply; no marketing-attribution claim is made.

monday.com source ↗
Coach sellersReviewed job assessmentHubSpot
Partial fit+

Managers share call clips, organize coaching playlists and leave time-stamped feedback on recordings; a scored coaching curriculum is not established.

HubSpot source ↗
Close
Strong fit+

Managers observe live calls, review recordings/transcripts, provide feedback and share strong call examples to develop seller skills.

Conditions. Live listen, whisper, and barge require Scale or eligible legacy plans, internal Close numbers, and outbound calls; usage charges apply.

Close source ↗
monday CRM
Not documented
Deduplicate and standardise dataReviewed job assessmentHubSpot
Strong fit+

Data Hub duplicate management, formatting automation and data-quality rules clean and standardize CRM data.

Conditions. Data Hub Professional/Enterprise for advanced/automated data quality; basic functions in lower editions; supported objects and rules vary.

HubSpot source ↗
Close
Not documented
monday CRM
Not documented
Forecast revenueReviewed job assessmentHubSpot
Strong fit+

Forecasting estimates revenue from deal amounts, close dates, stage probabilities and configured forecast categories/targets.

Conditions. Sales Hub Professional/Enterprise and Sales Seat; hierarchy/deeper controls vary by edition; quality depends on maintained CRM inputs.

HubSpot source ↗
Close
Strong fit+

Expected Revenue Views aggregate opportunity value, confidence and expected close date to forecast time-bounded revenue.

Conditions. Opportunity values, confidence, expected close dates, filters, and reporting permissions must be configured.

Close source ↗
monday CRM
Strong fit+

Forecasting view aggregates deal value and expected close date by deal stage or forecast category and compares rep/team forecasts with targets.

Conditions. Pro or Ultimate; gradual rollout; forecast fields, categories, targets, and permissions must be configured.

monday.com source ↗
Maintain account and contact recordsReviewed job assessmentHubSpot
Strong fit+

Smart CRM maintains company/contact identities, owners, associations and customer relationship records.

Conditions. Free CRM supports two users and 1,000 contacts; paid limits and permissions differ.

HubSpot source ↗
Close
Strong fit+

Maintains lead/company and contact identities, owners, custom fields and relationship records.

Close source ↗
monday CRM
Strong fit+

Maintains lead, person, account and custom CRM fields with configurable ownership and relationship records.

Conditions. Record limits vary by plan.

monday.com source ↗
Maintain sales-activity historyReviewed job assessmentHubSpot
Strong fit+

CRM timelines retain logged email, calls, meetings, notes, tasks and associated sales interactions.

Conditions. Logging depends on connected channels and settings; history and usage entitlements vary.

HubSpot source ↗
Close
Strong fit+

Retains calls, email, SMS, meetings, tasks and notes in a chronological lead/contact activity history.

Close source ↗
monday CRM
Strong fit+

Centralized communication timelines retain email, calls, meetings, notes and activities for each CRM person/record.

Conditions. Activity features and advanced log rules vary by plan.

monday.com source ↗
Manage opportunitiesReviewed job assessmentHubSpot
Strong fit+

Deal pipelines maintain opportunity stage, ownership, value, context and next-step records.

Conditions. Smart CRM and Sales Hub; pipeline quantities and automation differ by edition.

HubSpot source ↗
Close
Strong fit+

Tracks opportunity stages, confidence, amounts, owners and next steps in configurable pipelines.

Close source ↗
monday CRM
Strong fit+

Manages deal stages, values, owners, health and next-step context in configurable CRM boards.

Conditions. Features and limits vary by plan.

monday.com source ↗
Manage sales contentReviewed job assessmentHubSpot
Strong fit+

Manages a reusable sales-content/document library and playbooks for seller access, sharing and engagement tracking.

HubSpot source ↗
Close
Partial fit+

Reusable playbooks and shared email/SMS templates distribute approved call guidance and examples; broader content-library management is limited.

Close source ↗
monday CRM
Not documented
Orchestrate cross-system workflowsReviewed job assessmentHubSpot
Strong fit+

Workflow actions coordinate defined CRM and external-system steps through integrations, webhooks and eligible custom code.

Conditions. Data Hub Professional/Enterprise; external endpoints, authentication and workflow configuration required. In-CRM Sales Hub workflow counts alone are not the basis for this claim.

HubSpot source ↗
Close
Not documented
monday CRM
Strong fit+

Native automations and workflow builder connect triggers, integration actions and AI agents into defined operational steps.

Conditions. Automation, AI, integration, and API allowances vary by plan.

monday.com source ↗
Provide calling and SMS infrastructureReviewed job assessmentHubSpot
Partial fit+

Provisions HubSpot-managed phone numbers with inbound/outbound calling, shared team lines and voicemail; this placement establishes voice infrastructure, not general SMS hosting.

HubSpot source ↗
Close
Strong fit+

Provides business phone numbers, calling connectivity, SMS/MMS, call routing and group numbers for sales communication.

Close source ↗
monday CRM
Not documented
Synchronise recordsReviewed job assessmentHubSpot
Strong fit+

Data Hub synchronizes mapped records and subsequent changes with supported connected systems.

Conditions. Basic app sync in Free; custom mappings Starter+; connector-specific objects, fields, sync direction and limits; bidirectional workflows require compatible connectors.

HubSpot source ↗
Close
Not documented
monday CRM
Not documented
Define process and playbooksReviewed job assessmentHubSpot
Not documented
Close
Partial fit+

Teams author reusable call playbooks with goals, outcomes, note prompts and structured fields to define a repeatable conversation process.

Close source ↗
monday CRM
Not documented
Capture inbound interestReviewed job assessmentHubSpot
Strong fit+

Forms, live chat and conversational capture create identifiable inbound sales records in Smart CRM.

Conditions. Free/basic capture and paid automation have different limits; Marketing and Sales Hub features are separately entitled.

HubSpot source ↗
Close
Strong fit+

Native Forms turn inbound enquiries into Close lead and contact records.

Close source ↗
monday CRM
Strong fit+

Captures inbound lead details from web forms, events and connected tools into the CRM lead workspace.

Conditions. Plan availability and limits may vary.

monday.com source ↗
Find accountsReviewed job assessmentHubSpot
Strong fit+

Breeze Prospecting Agent finds target accounts and starts a bounded prospecting/outreach workflow.

HubSpot source ↗
Close
Not documented
monday CRM
Not documented
Find peopleReviewed job assessmentHubSpot
Strong fit+

Prospecting Agent sources relevant buying-committee members for target-account outreach.

HubSpot source ↗
Close
Not documented
monday CRM
Strong fit+

Lead Sourcing Agent finds contacts and new leads matching a configured ideal-customer profile.

monday.com source ↗
Map buying groupsReviewed job assessmentHubSpot
Strong fit+

Buying Groups automatically maps decision makers, champions and influencers associated with an opportunity.

HubSpot source ↗
Close
Not documented
monday CRM
Not documented
Enrich recordsReviewed job assessmentHubSpot
Strong fit+

Appends or refreshes available business attributes on known company and contact records.

Conditions. Eligible paid HubSpot plans using Smart CRM; matchable business email/domain, permissions and available provider attributes required.

HubSpot source ↗
Close
Strong fit+

Native Enrichment searches web sources to fill chosen Lead/Contact custom fields, showing confidence, reasoning and sources.

Close source ↗
monday CRM
Partial fit+

Embedded Crunchbase app enriches known company accounts with description, size, industry, location and profile data.

Conditions. Accounts board only; beta and selected access; 1,000 lifetime successful enrichments; available fields and matches vary.

monday.com source ↗
Route leads and accountsReviewed job assessmentHubSpot
Strong fit+

Workflow actions assign/rotate eligible records to configured users or teams and coordinate follow-up ownership.

Conditions. Specific routing tools differ: conversation routing, Pro workflows/rotation and Enterprise lead-form routing; matching seats and configuration apply.

HubSpot source ↗
Close
Not documented
monday CRM
Strong fit+

Configured lead-routing and assignment workflows direct incoming leads to the appropriate owner.

Conditions. Automation availability and limits are plan-dependent.

monday.com source ↗
Score fit and readinessReviewed job assessmentHubSpot
Strong fit+

Configured fit, engagement and combined/deal models score records from properties and event criteria, including explicit rule weights and decay.

Conditions. Company scores: Sales or Marketing Hub Pro/Enterprise. Contact scores: Marketing Hub Pro/Enterprise. Deal scoring alone is not the basis for this account/lead classification.

HubSpot source ↗
Close
Not documented
monday CRM
Strong fit+

Lead Sourcing Agent finds, enriches and scores leads against the team ICP to prioritize relevant prospects.

Conditions. AI agent availability is plan-dependent.

monday.com source ↗
Orchestrate outreach sequencesReviewed job assessmentHubSpot
Strong fit+

Sequences coordinate timed sales emails and follow-up tasks with exit conditions for buyer replies or meetings.

Conditions. Sales Hub Professional/Enterprise and Sales Seat; sequence-email allowance 500/1,000 per user/day respectively; connected mailbox.

HubSpot source ↗
Close
Strong fit+

Workflows coordinate delayed email, SMS, call and task steps, with exit goals such as replies or booked meetings.

Conditions. Growth and Scale

Close source ↗
monday CRM
Strong fit+

Personalized sequences automate outreach and schedule manual follow-up tasks with logged touchpoints.

Conditions. Sequences and automation limits are plan-dependent.

monday.com source ↗
Place outbound callsReviewed job assessmentHubSpot
Strong fit+

Sales Hub supports outbound calls from CRM with power-dialer call tracking, voicemail drops and logged conversation history.

HubSpot source ↗
Close
Strong fit+

Built-in calling reaches leads; power and predictive dialing increase throughput on eligible plans.

Conditions. Power dialer on Growth; predictive dialer on Scale

Close source ↗
monday CRM
Partial fit+

Outreach Calling Agent contacts and initially qualifies leads using a configured playbook and logs call summaries.

monday.com source ↗
Schedule meetingsReviewed job assessmentHubSpot
Strong fit+

Meeting links share personal/team availability and book prospect or customer meetings into connected calendars.

Conditions. Free: one personal meeting link; paid Sales Hub adds team/advanced options and higher limits; connected calendar and eligible seats where required.

HubSpot source ↗
Close
Strong fit+

Book a Meeting checks selected connected calendars and booking rules, creates a Google/Microsoft calendar event and sends the contact an invitation.

Conditions. Connected Google or Microsoft calendar required; Zoom and buyer-facing scheduling have separate account or integration conditions.

Close source ↗
monday CRM
Partial fit+

Sales agents coordinate bounded follow-up meeting booking; linked calendar and agent availability govern the workflow.

Conditions. Standard or higher; rollout, AI-credit, connected-calendar, and availability conditions apply; no public buyer-booking page is established.

monday.com source ↗
Send prospecting emailReviewed job assessmentHubSpot
Strong fit+

Sends personalized prospecting emails from connected inboxes with templates, scheduling, tracking and eligible sequences.

Conditions. Connected mailbox and plan/send limits; sequences Pro/Enterprise. Prospecting Agent has separate credit usage; ordinary sequence sending is not asserted to consume credits.

HubSpot source ↗
Close
Strong fit+

Sends prospecting email from connected mailboxes with templates, tracking, bulk email and automated follow-up.

Conditions. Bulk email is listed for Growth and Scale

Close source ↗
monday CRM
Strong fit+

Sends personalized individual and mass prospecting emails with tracking and sequence automation.

Conditions. Mass email, campaigns, and sequences are plan-dependent.

monday.com source ↗
Assess opportunity qualificationReviewed job assessmentHubSpot
Strong fit+

Deal progression evaluates conversation/email/deal context against configured MEDDIC, BANT or custom qualification criteria.

Conditions. Sales or Service Hub Professional/Enterprise beta; assigned Sales or Service seat; transcript and credit conditions apply.

HubSpot source ↗
Close
Not documented
monday CRM
Partial fit+

Notetaker produces structured MEDDPICC, BANT or custom discovery summaries to review opportunity criteria; seller judgment remains required.

Conditions. Beta/access conditions and future pricing or credit rules may apply.

monday.com source ↗
Capture conversations and notesReviewed job assessmentHubSpot
Strong fit+

Notetaker joins supported Google Meet, Teams and Zoom meetings to record, transcribe, summarize and suggest next steps.

Conditions. Sales or Service Hub Pro/Enterprise with assigned Sales/Service seat; connected calendar, supported meeting provider and recording/transcription settings. Specific extensions may remain in beta.

HubSpot source ↗
Close
Strong fit+

Notetaker records, transcribes and summarizes supported meetings and stores them on the lead timeline.

Conditions. Requires connected calendar or Zoom account and meeting admission where applicable

Close source ↗
monday CRM
Strong fit+

AI Notetaker records and transcribes meetings and generates decisions, action owners, summaries and next steps.

Conditions. AI Notetaker availability is plan-dependent.

monday.com source ↗
Run discoveryReviewed job assessmentHubSpot
Not documented
Close
Partial fit+

Discovery playbooks structure goals, outcomes, note prompts and fields such as team size, budget and use case while the rep conducts discovery.

Conditions. Playbook access, customization permissions, and AI-assisted field or summary conditions vary by plan and usage.

Close source ↗
monday CRM
Not documented
Coordinate a mutual action planReviewed job assessmentHubSpot
Strong fit+

Buyer-facing deal plans let both sides add, edit and complete milestones with named owners and due dates.

HubSpot source ↗
Close
Not documented
monday CRM
Not documented
Share content and track engagementReviewed job assessmentHubSpot
Strong fit+

Sales document/playbook library shares buyer-facing materials and tracks document engagement to support deal advancement.

HubSpot source ↗
Close
Not documented
monday CRM
Not documented
Approve commercial termsReviewed job assessmentHubSpot
Strong fit+

Standard or advanced quote approvals obtain internal commercial approval or request changes before a quote is sent.

HubSpot source ↗
Close
Not documented
monday CRM
Not documented
Collect initial paymentReviewed job assessmentHubSpot
Strong fit+

Revenue Hub collects initial card/ACH payment and turns signed quotes into connected invoicing and billing workflows.

HubSpot source ↗
Close
Not documented
monday CRM
Not documented
Collect signaturesReviewed job assessmentHubSpot
Strong fit+

Customers electronically sign Revenue Hub commercial quotes, with the signed result linked to the customer/deal.

Conditions. Revenue Hub Professional/Enterprise; Revenue Seat; 25/50 e-signatures per user/month respectively; separately priced allowance increases.

HubSpot source ↗
Close
Not documented
monday CRM
Strong fit+

Collects signatures through the native quote/invoice workflow tied to the opportunity record.

monday.com source ↗
Configure quotesReviewed job assessmentHubSpot
Strong fit+

Revenue Hub CPQ builds commercial quotes from deal data with pricing rules, product options and discount guardrails.

Conditions. Revenue Hub Professional/Enterprise with Revenue Seat for creation/editing; current new-buyer packaging; legacy quotes are account-specific.

HubSpot source ↗
Close
Not documented
monday CRM
Not documented
Prepare proposalsReviewed job assessmentHubSpot
Strong fit+

Revenue Hub creates personalized commercial proposals through a visual quote editor or AI prompts.

Conditions. Revenue Hub Professional/Enterprise with Revenue Seat; proposal output under CPQ, not an inferred standalone proposal-software category.

HubSpot source ↗
Close
Not documented
monday CRM
Partial fit+

Generates customizable commercial quotes and invoices from the deal record; complex proposal design or configuration rules are not established.

monday.com source ↗
Identify expansion opportunitiesReviewed job assessmentHubSpot
Strong fit+

Revenue Hub surfaces expansion signals from billing history, contract changes and future commitments so sales/CS can assess upsell opportunities.

HubSpot source ↗
Close
Not documented
monday CRM
Not documented
Manage renewalsReviewed job assessmentHubSpot
Partial fit+

Revenue Hub surfaces renewal dates, contract history and billing changes to support renewal conversations and commercial follow-through.

HubSpot source ↗
Close
Not documented
monday CRM
Not documented
Monitor customer healthReviewed job assessmentHubSpot
Strong fit+

Customer Success workspace calculates configurable health scores from record attributes and behavioral events to monitor customer risk.

HubSpot source ↗
Close
Not documented
monday CRM
Not documented
Observe buyer eventsReviewed job assessmentHubSpot
Strong fit+

Customer-success scoring tracks configured interaction, support and feedback events/properties as observable post-sale risk inputs.

Conditions. Service Hub Professional/Enterprise with an assigned Service seat; health-score configuration and available events apply.

HubSpot source ↗
Close
Not documented
monday CRM
Not documented

Not documented means this comparison has no confirmed finding for that job or detail. It doesn’t mean the product can’t do it.

Environment fit

Platform & integrations

Check how each product connects to your tools, handles sign-in, and lets you export data.

AttributeHubSpotClosemonday CRM
API accessA documented application programming interface is available for at least one product workflow.HubSpot
AvailablePublic APIs support creating, reading, updating, and synchronizing CRM contact records.+

Scope. OAuth 2.0 is used for multi-account apps; scoped account-level credentials support internal integrations. Access depends on scopes, product entitlements, API family, and tier-specific limits.

Checked Sep 21, 2026HubSpot source ↗
Close
AvailableREST API for supported CRM records, activities, exports, webhooks, and custom objects.+

Scope. API key or OAuth access; endpoint-group and organization rate limits apply.

Checked Sep 21, 2026Close source ↗
monday CRM
Availablemonday.com provides GraphQL API access for supported platform and CRM operations.+

Scope. Token or OAuth authentication; daily-call and complexity limits vary by plan and app context.

Checked Sep 21, 2026monday.com source ↗
MCP server accessThe vendor provides a documented Model Context Protocol server for product access or actions.HubSpot
AvailableHosted MCP access to permitted HubSpot CRM objects and activities.+

Scope. OAuth 2.1 with PKCE; actions follow the connected user's permissions and supported tool scope.

Checked Sep 21, 2026HubSpot source ↗
Close
AvailableHosted MCP access to supported Close CRM actions.+

Scope. OAuth dynamic registration or API-key access; read and write scopes apply.

Checked Sep 21, 2026Close source ↗
monday CRM
Availablemonday.com provides MCP access to permitted board and platform actions.+

Scope. Platform-level tool; token or OAuth configuration and plan limits apply.

Checked Sep 21, 2026monday.com source ↗
Single sign-onThe product supports a documented organization-managed single sign-on method.HubSpot
AvailableOrganization-managed SAML single sign-on is available on qualifying Professional and Enterprise subscriptions.+

Scope. Edition, Hub, domain, and enforcement conditions apply; ordinary Google or Microsoft login is not counted as organization SSO.

Checked Sep 21, 2026HubSpot source ↗
Close
UnavailableClose does not support organization-managed SSO providers under this attribute's definition.+

Scope. Google sign-in is available, but Close explicitly excludes providers such as Okta and Auth0 and does not document organization enforcement.

Checked Sep 21, 2026Close source ↗
monday CRM
AvailableOrganization-managed SAML single sign-on is available on Ultimate/Enterprise-level plans.+

Scope. Google login on lower plans is not counted as organization-managed SSO.

Checked Sep 21, 2026monday.com source ↗
Data exportUsers can export material product data in a documented reusable format.HubSpot
AvailableExports supported CRM records to CSV, XLS, or XLSX.+

Scope. Daily limits and object coverage apply; ordinary record exports do not include every activity, email body, note, or attachment.

Checked Sep 21, 2026HubSpot source ↗
Close
AvailableExports leads, contacts, opportunities, and supported activities to CSV or JSON.+

Scope. Download windows, page location, object coverage, and attachment limits apply.

Checked Sep 21, 2026Close source ↗
monday CRM
AvailableExports supported board or table data to Excel.+

Scope. Board-oriented export and item limits mean relationships and activity portability require buyer testing.

Checked Sep 21, 2026monday.com source ↗
Named integrationsConnections we’ve checked so far. The list may not cover every integration.HubSpot
CloseDirect connection · Varies by workflow+

Connects supported Close and HubSpot CRM objects through HubSpot Data Sync.

Scope. Notes, meetings, SMS, custom objects, and custom activities are excluded from the documented path.

Checked Sep 21, 2026Close source ↗
Gmail / Google WorkspaceDirect connection · Direction not documented+
Checked Oct 27, 2026HubSpot source ↗
Google CalendarDirect connection · Varies by workflow+

Creates calendar events and records qualifying external events on CRM timelines with asymmetric update behavior.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026HubSpot source ↗
Microsoft 365 / Exchange emailDirect connection · Direction not documented+
Checked Oct 27, 2026HubSpot source ↗
Outlook CalendarDirect connection · Varies by workflow+

Creates calendar events and records qualifying external events on CRM timelines with asymmetric update behavior.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026HubSpot source ↗
PipedriveDirect connection · Varies by workflow+

Connects supported Pipedrive and HubSpot CRM records through HubSpot Data Sync.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026HubSpot source ↗
SlackDirect connection · Varies by workflow+

Supports notifications and permitted CRM record work from Slack.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026HubSpot source ↗
Zoho CRMDirect connection · Varies by workflow+

Connects supported Zoho CRM and HubSpot objects through HubSpot Data Sync.

Scope. Promise only the documented core object mappings until conflicting listing details are resolved.

Checked Sep 21, 2026HubSpot source ↗
ZoomDirect connection · Varies by workflow+

Connects supported Zoom meeting and webinar workflows with CRM records.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026HubSpot source ↗
Close
CalendlyDirect connection · One-way+

Brings buyer-booked Calendly meetings into the documented Close scheduling workflow.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026Close source ↗
Gmail / Google WorkspaceDirect connection · Direction not documented+
Checked Oct 27, 2026Close source ↗
Google CalendarDirect connection · Varies by workflow+

Writes seller-created Close meetings to a connected Google calendar.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026Close source ↗
HubSpot Data SyncDirect connection · Direction not documented+
Checked Oct 27, 2026Close source ↗
Microsoft Outlook / 365 emailDirect connection · Direction not documented+
Checked Oct 27, 2026Close source ↗
Outlook CalendarDirect connection · Varies by workflow+

Writes seller-created Close meetings to a connected Microsoft calendar.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026Close source ↗
ZapierAutomation platform · Varies by workflow+

Runs configured triggers and actions between Close and connected systems.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026Close source ↗
ZoomDirect connection · Varies by workflow+

Connects Zoom to supported Close meeting workflows.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026Close source ↗
monday CRM
Google CalendarDirect connection · Two-way+

Creates meetings, invitations, and CRM timeline entries through the documented calendar workflow.

Scope. The source conflicts on the minimum tier; price conservatively at Pro and do not treat it as a public booking page.

Checked Sep 21, 2026monday CRM source ↗
HubSpot Data SyncDirect connection · Varies by workflow+

Runs configured one-way or two-way synchronization for supported HubSpot and monday CRM records.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026HubSpot source ↗
HubSpot integration by mondayDirect connection · Direction not documented+
Checked Oct 27, 2026monday.com source ↗
Outlook CalendarDirect connection · Two-way+

Connects supported Outlook calendar events with monday CRM.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026monday CRM source ↗

Not yet recorded means we haven’t added a finding here. It doesn’t mean the feature is missing. We check these connections and settings separately from the work shown on the fit map.

  • Unassigned areas and jobs reflect this review's evidence boundary, not proof of absent capability.
  • Close
    • Workflows are available only on Growth and Scale plans.
    • Power Dialer is available on Growth; predictive dialer, live call coaching, and advanced access controls are available on Scale.
    • Calling, SMS, phone numbers, and some AI usage are billed separately; US SMS sending requires A2P 10DLC registration.
    • Close can create seller-side meetings in connected Google or Microsoft calendars. The documented buyer-facing booking route uses Calendly or another external scheduler.
    • Close Notetaker requires a connected calendar or Zoom account and the meeting bot must be admitted when applicable.
    • Close supports Google sign-in but does not support organization-managed Okta, Auth0, or equivalent SSO.
    • Custom objects, custom roles, lead visibility, and required fields are Scale features. Solo is limited to one user and 10,000 leads.
    • Expected Revenue Views support forecasting. This review does not establish structured opportunity-qualification assessment, native proposals, quoting, contract management, payments, or customer-success health workflows.
    monday CRM
    • Plans start at three seats and use seat buckets. Prices vary by billing country, cadence, taxes, plan, and bucket.
    • Two-way email needs Standard. Sequences, mass email, Forecasting View, and the conservatively priced Google Calendar workflow need Pro. Lead scoring, SAML SSO, and advanced controls need Ultimate.
    • The pricing page caps Pro at 100,000 active contacts and deals, while another help page says contacts are unlimited; confirm the contractual limit.
    • Crunchbase-powered account enrichment is beta, selected-access, account-only, and capped at 1,000 lifetime successful enrichments.
    • Forecasting View is in gradual rollout. Deal Insights and Revenue Intelligence carry beta, access, credit, or future-pricing conditions.
    • Calendar event creation and invitations do not establish a public buyer-booking page. Quotes, invoices, automations, AI, and dashboards have plan or usage limits.