Monday.com + Close Integration

Integrate Close to Monday.com in one click, or tell Integrately AI how you want each lead handled. Track deal progress, update project boards, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
  • Close
    Opportunity status change activity is updated in Close Instant
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change activity is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
Arrow Right
2.
  • Monday.com
    Move item to group in Monday.com
  • Monday.com
    Move item to board in Monday.com
  • Monday.com
    Update group in Monday.com
  • Monday.com
    Search multiple items in Monday.com
  • Monday.com
    Get subitem by id in Monday.com
  • Monday.com
    Create item in Monday.com
  • Monday.com
    Search item in Monday.com
  • Monday.com
    Update item in Monday.com
  • Monday.com
    Get item details by id in Monday.com
  • Monday.com
    Create subitem in Monday.com
  • Monday.com
    Archive item in Monday.com
  • Monday.com
    Delete item in Monday.com
  • Monday.com
    Create update in Monday.com
  • Monday.com
    Create column in Monday.com
  • Monday.com
    Upload file to specific item in Monday.com
  • Monday.com
    Create board in Monday.com
  • Monday.com
    Archive board in Monday.com
  • Monday.com
    Create group in Monday.com
  • Monday.com
    Duplicate group in Monday.com
  • Monday.com
    Delete group in Monday.com
  • Monday.com
    Archive group in Monday.com
  • Monday.com
    Add user to board in Monday.com
  • Monday.com
    Add user to workspace in Monday.com
  • Monday.com
    Create tag in Monday.com
  • Monday.com
    Create workspace in Monday.com
  • Monday.com
    Add team to workspace in Monday.com
  • Monday.com
    Add team to board in Monday.com
  • Monday.com
    Search subitem in Monday.com
  • Monday.com
    Update subitem in Monday.com
  • Close
    Search contact in Close
  • Close
    Update lead in Close
  • Close
    Search lead in Close
  • Close
    Create lead in Close
  • Close
    Update task in Close
  • Close
    Create task in Close
  • Close
    Search task in Close
  • Close
    Search opportunity in Close
  • Close
    Update opportunity in Close
  • Close
    Create opportunity in Close
  • Close
    Create contact in Close
  • Close
    Update contact in Close
  • Close
    Create note in Close
  • Close
    Update note in Close
  • Close
    Search note in Close
  • Close
    Create email in Close
  • Close
    Search user in Close
  • Close
    Create SMS in Close
  • Close
    Create custom activity in Close
  • Close
    Run activity overview report in Close
  • Close
    Delete logged call in Close
  • Close
    Create export in Close
  • Close
    Run sent email report in Close
  • Close
    Subscribe Contact to Email Sequence in Close
  • Close
    Search custom activity in Close
  • Close
    Add address to lead in Close
  • Close
    Delete email in Close
  • Close
    Merge two leads in Close
  • Close
    Create bulk email in Close
  • Close
    Run opportunity report in Close
  • Close
    Create smart view in Close
  • Close
    Run status change report in Close
  • Close
    Toggle Forwarding on Phone Number in Close
  • Close
    Update custom activity in Close
  • Close
    Update smart view in Close
  • Close
    Update email sequence subscription in Close
  • Close
    Delete email address from contact in Close
  • Close
    Create bulk sequence subscription action in Close
  • Close
    Search email sequence subscription in Close
  • Close
    Search number of Leads in Query in Close
  • Close
    Search connected account in Close
  • Close
    Get activity by id in Close
  • Close
    Create call in Close
  • Close
    Update call in Close
  • Close
    Search call in Close

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Ready Workflows Ready Workflows for Close + Monday.com Integration

Capture leads, update project boards, sync opportunity statuses, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Close + Monday.com Integration

Create Monday.com item for new Close contact

Close and Monday.com are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Close, do you also create a item in Monday.com? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Close + Monday.com Integration

Create Monday.com item for new Close task

Close provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Close. Monday.com is a great tool for this.

All you need to do is - integrate Monday.com with Close to create item in Monday.com automatically when certain task occur in Close. This can save you time by not having to manually create tasks in both systems.
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Close + Monday.com Integration

Create Monday.com item for new Close opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a item in Monday.com to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Close? Well now there is!

With our integration between Close and Monday.com, creating item in Monday.com is now easier than ever. Whenever a opportunity is created in Close, you can automatically create a corresponding item in Monday.com to keep your team up-to-date.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + Monday.com flow

Sync your CRM and project boards with your broader stack to keep communication, scheduling, and customer data aligned. Pick a combination and activate it in one click.

Monday.com
Close
+
SalesforceSalesforce (8)
+
HubspotHubspot (8)
+
SlackSlack (8)
+
GmailGmail (8)
+
CalendlyCalendly (8)
+
ZoomZoom (8)
C
S
M
Create a Salesforce contact for every new Close lead, and add it to your Monday.com board.
New Close leads automatically create contacts in Salesforce and items in Monday.com without manual copying.
C
S
M
When a Close lead is created, create a Salesforce record and post a notification in Monday.com.
Notify your team in Monday.com and log a Salesforce record instantly whenever a new Close lead arrives.
C
S
M
When a Close lead status changes, update the Salesforce record and move the item in Monday.com.
Keep Salesforce and Monday.com synchronized whenever lead statuses change in Close.
C
S
M
Create a Salesforce task for every new Close lead, and open a task item in Monday.com.
Streamline follow-ups by generating tasks in Salesforce and Monday.com automatically from Close leads.
C
S
M
If a new Close lead has enterprise tier, update Salesforce and create a Monday.com item.
Route high-value Close leads to Salesforce and Monday.com instantly based on lead criteria.
C
S
M
When a Close opportunity is updated, update the Salesforce account and mark the Monday.com item complete.
Close deals smoothly by syncing opportunity updates from Close to Salesforce and Monday.com.
C
S
M
Use ChatGPT to summarise every new Close lead note, update Salesforce, and create a Monday.com item.
Extract insights from Close notes using ChatGPT, update Salesforce, and log an item in Monday.com.
C
S
M
S
Turn every new Close lead into a Salesforce contact, create a Monday.com item, and notify your team in Slack.
Connect Close, Salesforce, Monday.com, and Slack to keep your entire revenue and delivery team in sync.

Supported triggers and actions for Monday.com and Close

Mix and match to build the exact automation you need

Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
Try it →
Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
Try it →
Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
Try it →
Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
Try it →
Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
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Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
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Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
Try it →
Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
Try it →
Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
Try it →
Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
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Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
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Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
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Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
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Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
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Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
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Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
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Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
Try it →
Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
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Update is created in Monday.com
Triggers the automation when an update is created
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Board is created in Monday.com
Triggers the automation when a new board is created
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User joins in Monday.com
Triggers the automation when a new user joins the platform
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Move item to group in Monday.com
Try it →
Move item to board in Monday.com
Try it →
Update group in Monday.com
Try it →
Search multiple items in Monday.com
Locates and retrieves items information
Try it →
Get subitem by id in Monday.com
Try it →
Create item in Monday.com
Generates a new item
Try it →
Search item in Monday.com
Locates and retrieves particular item information
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Update item in Monday.com
Updates an item with new information
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Get item details by id in Monday.com
Retrieves detailed information of a item using its id
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Create subitem in Monday.com
Creates a new subitem
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Archive item in Monday.com
Store an item for future reference
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Delete item in Monday.com
Removes the selected item
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Create update in Monday.com
Creates a new update
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Create column in Monday.com
Adds a new column to a dataset or spreadsheet
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Upload file to specific item in Monday.com
Uploads a file to a item within a system
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Create board in Monday.com
Generates a new board
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Archive board in Monday.com
Archive board to store historical data
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Create group in Monday.com
Creates a new group based on particular criteria
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Duplicate group in Monday.com
Creates a copy of an existing group
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Delete group in Monday.com
Removes a particular group from the system
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Archive group in Monday.com
Archives a particular group for future reference
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Add user to board in Monday.com
Adds a user to a board
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Add user to workspace in Monday.com
Adds a user to the particular workspace
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Create tag in Monday.com
Generates a new tag
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Create workspace in Monday.com
Creates a new workspace
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Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
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Add team to board in Monday.com
Adds a team to the board
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Search subitem in Monday.com
Automatically searches for a specific subitem
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Update subitem in Monday.com
Automatically updates an existing subitem
Try it →
Close
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
Try it →
Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
Try it →
Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
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Instant
Export is created in Close
Triggers the automation when a new export occurs
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Instant
Membership is activated in Close
Triggers the automation when a membership is activated
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Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
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Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
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Instant
Lead is created in Close
Triggers the automation when a new lead is created
Try it →
Instant
Contact is created in Close
Triggers the automation when a new contact is created
Try it →
Instant
Contact is updated in Close
Triggers the automation when a contact is updated
Try it →
Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
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Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
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Instant
Email is created in Close
Triggers the automation when a new email is created
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Instant
Call record is updated in Close
Triggers the automation when call details are modified
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Instant
Call record is created in Close
Triggers the automation when a new call record is created
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Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
Try it →
Instant
SMS is created in Close
Triggers the automation when a SMS is created
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Instant
Meeting is created in Close
Triggers the automation when a new meeting is scheduled
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Note is created in Close
Triggers the automation when a new note is created
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Search contact in Close
Finds and retrieves contact information
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Update lead in Close
Updates the lead information
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Search lead in Close
Retrieves information for a particular lead
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Create lead in Close
Generates new leads for potential customers
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Update task in Close
Updates the task
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Create task in Close
Creates a new task
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Search task in Close
Searches for a task
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Search opportunity in Close
Searches for a opportunity
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Update opportunity in Close
Updates the opportunity
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Create opportunity in Close
Creates a new instance of the support system
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Create contact in Close
Adds a new contact to the database
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Update contact in Close
Updates contact information
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Create note in Close
Creates a new note in the particular format
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Update note in Close
Updates a note
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Search note in Close
Searches for a note
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Create email in Close
Adds a new contact to the contact list
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Search user in Close
Searches for a user
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Create SMS in Close
Creates a new sms
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Create custom activity in Close
Logs a new custom activity
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Run activity overview report in Close
Runs an activity overview report
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Delete logged call in Close
Removes a recorded phone conversation
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Create export in Close
Generates a new data export
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Run sent email report in Close
Runs a sent email report
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Subscribe Contact to Email Sequence in Close
Subscribes a contact to an email sequence
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Search custom activity in Close
Searches for a custom activity
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Add address to lead in Close
Updates lead information with address details
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Delete email in Close
Deletes particular emails from inbox
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Merge two leads in Close
Merges two leads
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Create bulk email in Close
Sends multiple emails to a list of recipients using a pre-set template
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Run opportunity report in Close
Runs an opportunity report
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Create smart view in Close
Creates a new smart view
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Run status change report in Close
Runs a status change report
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Toggle Forwarding on Phone Number in Close
Toggles forwarding on a phone number
Try it →
Update custom activity in Close
Updates a particular custom activity with new information
Try it →
Update smart view in Close
Updates smart view
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Update email sequence subscription in Close
Updates an email sequence subscription
Try it →
Delete email address from contact in Close
Removes an email address from a contact list
Try it →
Create bulk sequence subscription action in Close
Subscribes multiple leads to an email sequence in bulk
Try it →
Search email sequence subscription in Close
Searches for an email sequence subscription
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Search number of Leads in Query in Close
Searches for the number of leads in a query
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Search connected account in Close
Searches for linked accounts to streamline account management
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Get activity by id in Close
Retrieves a activity details by its id
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Create call in Close
Initiates a call to the recipient
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Update call in Close
Updates call information
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Search call in Close
Searches for a call
Try it →

What can you automate with Close + Monday.com?

Connect your sales pipeline to your project boards to automate lead tracking, task creation, status updates, and team notifications.

What you can automate?
Create Monday.com items from new Close leads automatically
Instantly generate a new item on your Monday.com board the moment a lead is created in Close, eliminating manual data copying and speeding up your sales-to-operations handoff.
📋
Capture every submitted lead field and custom activity
Map all available lead details, custom fields, and activity notes from Close directly into your Monday.com columns to maintain a comprehensive client record.
🔔
Notify your team instantly when new deals arrive
Send automated updates and alerts to your project stakeholders in Monday.com as soon as key activities or new leads are logged in Close.
🔀
Route records conditionally based on lead criteria
Send high-value or enterprise tier leads to specific Monday.com boards or groups based on custom fields submitted or updated in Close.
🔄
Keep project boards updated as lead statuses change
Automatically update item statuses, move cards across groups, or modify board details in Monday.com whenever lead statuses change in Close.
🔍
Search and update existing records to prevent duplicates
Search your Monday.com board for existing items before creating new ones, updating current records instead of generating duplicate entries.
🎯
Handle opportunity stage changes and won deals
Trigger project kickoff workflows in Monday.com the moment an opportunity is updated or marked won in Close.
🌐
Extend your workflow to messaging and support apps
Connect your core Close and Monday.com automation to supporting tools like Slack or Gmail to alert teams or send client emails automatically.
And much more...

Who is Close + Monday.com integration for?

Sales teams, project managers, and operations leaders use this integration to streamline lead handoffs, keep project boards aligned, and eliminate manual data entry errors.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account executives
Account executives
Operations specialists
Operations specialists
Project coordinators
Project coordinators
Revenue analysts
Revenue analysts
📈
Performance marketers
You're running multi-channel campaigns and tracking lead conversions in Close, but your project boards only update when someone manually exports records, so your conversion counts are always hours behind — with this integration, every new lead lands on your board instantly and your data stays current.
🎯
Sales managers
You manage pipeline distribution in Close while your fulfillment team tracks work in Monday.com, but manual handoffs cause delays that frustrate prospects — automating both apps means every lead triggers project setup instantly and nothing falls through the cracks.
🤝
Account executives
You close deals in Close and expect project boards to populate automatically, but manual data entry leaves project teams in the dark about new client requirements — connecting these apps means winning a deal instantly initializes your project workflow without manual re-keying.
⚙️
Operations specialists
You process high volumes of inbound prospects in Close, but keeping project boards synchronized by hand creates massive administrative backlogs — this integration means every status change and new record flows across systems automatically without human intervention.
📋
Project coordinators
You depend on sales reps to hand over client details from Close before you can start work, but missing information stalls project kickoff — automating both apps means project boards receive complete lead details the moment they are captured.
📊
Revenue analysts
You rely on accurate pipeline tracking across Close and Monday.com, but manual data discrepancies lead to flawed reporting and forecasting — connecting these apps means your CRM and project data remain perfectly synchronized at all times.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Monday.com + Close

Build and manage your Monday.com + Close automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Monday.com + Close with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Close to Monday.com?
Frequently Asked Questions
You can connect Close to Monday.com in one click using pre-built workflows or ask Integrately AI to build your automation. It takes seconds to link your accounts along with tools like Slack, Gmail, and Calendly.
Can I automatically create a Monday.com item when a new lead is created in Close?
Frequently Asked Questions
Can I connect Close, Monday.com, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and Monday.com?
Frequently Asked Questions
How do lead status changes update my Monday.com boards?
Frequently Asked Questions
Can Monday.com board updates trigger actions in Close?
Frequently Asked Questions
Is coding required to set up Close and Monday.com automations?
Frequently Asked Questions
Is the Close and Monday.com integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Close or Monday.com With 1500+ Other Apps

Close
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Monday.com
Popular Monday.com Integrations
Sync Monday.com with accounting, project management, and reporting tools to keep data working across your stack.