Setting up monday account with hubspot and xero

I am looking for some help from a professional monday person to help my team and i set up our monday account.
We are an Australian based construction company who want to use monday to help manage our projects and CRM. We currently hubspot crm and are looking to migrate across- and we will still be using hubspot for our marketing, service and CMS. We also use xero for our invoices, timesheets and payments.
We would like these to work together as nicely as possible.
Is there anyone who is experienced in working with these platforms who would be able to help us?

1 Like

Hi @BrianF :wave:

Welcome to the community!

We can help you here at upstream - we’re an award winning team with accreditations in both and HubSpot!

We’re Platinum Partners of, with our team most recently bagging another Professional Services Partner of the Year award, as well as being Platinum Partners of HubSpot - with highly experienced teams supporting both partnerships.

We also have an in-house full stack custom dev team, who have developed the Xero to integration built and ready to install straight from the app Marketplace.

Please feel free to contact me directly via below details, or even better, book straight into my calendar using this link.

I look forward to providing demonstration and chatting together soon! :slight_smile:

Kind regards,
Peta Bolger
Services Consultant at upstream

Hello @BrianF and welcome to the community forums! There are a ton of great partners out there and allow me to introduce the team from CarbonWeb!

As a Channel and Advanced Delivery Partner with, we work with users every day to solve their biggest problems on the platform. Whether it’s learning all the basics or developing advanced third-party integrations, our team is here to help!

I’d appreciate the chance to connect with you and explore this workflow further. If you would like to grab some time with me please do so here: Calendly - Jonathan Grad

Good luck as you develop your environment!

Best regards,

Jonathan Grad

Account Manager
Carbon Web Print, LLC
Schedule Consultation | Website
Phone: 440-462-7743 | Email :

Hi@BrianF ,

We are Certified Monday & Integromat (Make) Expert/Partner and Make automator of the month (Jan - 2022).

If you are new to Make, here is our magic link to get 1 Month Pro plan free (10,000 operations):

See the tutorial of some Monday automations we did here:

See our blog here on Monday Automations:

Feel free to book a slot from Calendly to discuss the further steps:

Visit our website for more details:

Hi @BrianF ,

I am a certified consultant and would like to connect to understand your use case in a better way and suggest you the best possible solution.

You can reach out to me at

Best Regards,
Aquib Zafar

Thanks Peta, your team has been great to work with! We now have a solution much more powerful than we imagined.

Can highly recommend working with upstream for any monday or Hubspot needs!


It’s great to hear that you’re interested in using to manage your projects and CRM for your construction company. Migrating from HubSpot CRM to while keeping your HubSpot marketing, service, and CMS, as well as integrating with Xero, can indeed be a powerful setup.

I recommend considering the following steps to ensure a smooth transition:

  1. Consult with a monday. com Expert
  2. Ensure Smooth Data Migration
  3. Integration with Xero
  4. Training
  5. Testing
  6. Ongoing Support

You might want to reach out to’s customer support or connect with consulting company who are specialized in the kind of integration and setup you’re looking for.

Best of luck with your transition to monday. com, and I hope it proves to be a valuable tool for your construction company!

Neelam B
Damco Solutions