Monday.com + Pipedrive Integration

Connect Monday.com to Pipedrive in 1 click

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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
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
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2.

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Ready Workflows Ready Workflows   for Monday.com + Pipedrive Integration

Just click on the workflow you want to automate

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

Create Monday.com item for new Pipedrive deal

Imagine this scenario: you've just negotiated a great deal 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 deal goes through. Wouldn't it be great if there was an easy way to do that right from within Pipedrive? Well now there is!

With our integration between Pipedrive and Monday.com, creating item in Monday.com is now easier than ever. Whenever a deal is created in Pipedrive, you can automatically create a corresponding item in Monday.com to keep your team up-to-date.
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Our team

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

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Who Is This Integration For?

Sales Teams
Sales Teams
Project Managers
Project Managers
Customer Success Teams
Customer Success Teams
Consultants
Consultants
Account Managers
Account Managers
Sales Teams
Sales teams often struggle with keeping track of leads across different platforms. They have their project tasks in monday, but their customer interactions in Pipedrive, making it challenging to align their sales activities smoothly.
Project Managers
Project managers need a way to ensure client project timelines are in sync with sales updates. They use monday for project timelines and Pipedrive for sales updates, but manually keeping these in sync is tedious and error-prone.
Customer Success Teams
Customer success teams face difficulty in coordinating their efforts when new customer tasks in monday require immediate follow-up based on actions taken in Pipedrive, such as an updated deal status.
Consultants
Consultants who handle multiple projects and client leads find it cumbersome to manually transfer data between tracking on monday and client interactions on Pipedrive, leading to potential miscommunication and delays.
Account Managers
Account managers face challenges ensuring their pipeline data in Pipedrive carries over to task assignments in monday, affecting the visibility and timely execution of client deliverables.
Monday.com logo
Pipedrive logo

What Can You Automate With Monday.com + Pipedrive

Add new leads to monday board
Whenever you get a new lead in Pipedrive, automatically create an item on your monday board. This helps you keep your sales pipeline and project activities in one view, without manual data entry.
Update deals based on project completion
When a project is marked complete in monday, automatically update the deal stage in Pipedrive. This ensures your sales insights are up-to-date and aligned with project deliveries.
Create tasks for upcoming deal activities
You can set up automation to add tasks on monday whenever you schedule an activity in Pipedrive. This helps in organizing your workflow by connecting your sales activities to actionable tasks.
Notify your team of deal progression
Whenever a deal progresses to a new stage in Pipedrive, you can automatically notify your team in monday to prepare for the next steps. This keeps everyone in the loop and ready to act.
Sync custom deal fields with project tasks
Whenever you update custom fields in your deals on Pipedrive, automatically sync these changes to relevant tasks in monday. This ensures no detail is missed and aligns your project management with sales specifics.
And much more...
Automations

Top 10 Most Popular Monday.com Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Monday.com logo
Create Monday.com item for new Elementor Forms form submission
Activate
Google Sheets logo
Monday.com logo
Create Monday.com item for new Google Sheets row
Activate
WPForms logo
Monday.com logo
Create Monday.com item for new WPForms form submission
Activate
Notion logo
Monday.com logo
Create Monday.com item for new Notion database item
Activate
GoHighLevel (Legacy) logo
Monday.com logo
Create Monday.com item for new GoHighLevel task
Activate
Elementor Forms logo
Monday.com logo
Create Monday.com item for new Elementor Forms form submission
Activate
Google Sheets logo
Monday.com logo
Create Monday.com item for new Google Sheets row
Activate
WPForms logo
Monday.com logo
Create Monday.com item for new WPForms form submission
Activate
Notion logo
Monday.com logo
Create Monday.com item for new Notion database item
Activate
GoHighLevel (Legacy) logo
Monday.com logo
Create Monday.com item for new GoHighLevel task
Activate
Google Tasks logo
Monday.com logo
Create Monday.com item for new Google Tasks task
Activate
Sharepoint logo
Monday.com logo
Create Monday.com item for new Sharepoint file
Activate
Monday.com logo
Google Sheets logo
Create Google Sheets row for new Monday.com item
Activate
Smartsheet logo
Monday.com logo
Create Monday.com item for new Smartsheet row
Activate
Monday.com logo
Notion logo
Create Notion database item for new Monday.com item
Activate
Google Tasks logo
Monday.com logo
Create Monday.com item for new Google Tasks task
Activate
Sharepoint logo
Monday.com logo
Create Monday.com item for new Sharepoint file
Activate
Monday.com logo
Google Sheets logo
Create Google Sheets row for new Monday.com item
Activate
Smartsheet logo
Monday.com logo
Create Monday.com item for new Smartsheet row
Activate
Monday.com logo
Notion logo
Create Notion database item for new Monday.com item
Activate

Top 10 Most Popular Pipedrive Automations from
Integrately Community

Most popularmost-popular-automations
01
WhatsApp logo
Pipedrive logo
Create Pipedrive note for new WhatsApp message
02
Stripe logo
Pipedrive logo
Create Pipedrive note for new Stripe charge
03
Jira Service Desk logo
Pipedrive logo
Create Pipedrive note for new Jira Service Desk ticket
04
Pipedrive logo
Google Sheets logo
Create Google Sheets row for new Pipedrive deal
05
Pipedrive logo
SendGrid logo
Send SendGrid email for new Pipedrive deal
cloud
Pipedrive
app integration
06
Calendly logo
Pipedrive logo
Create Pipedrive note for new Calendly event invitee
07
ClickSend SMS logo
Pipedrive logo
Create Pipedrive note for new ClickSend SMS message
08
Pipedrive logo
ClickSend SMS logo
Send ClickSend SMS message for new Pipedrive deal
09
Pipedrive logo
Chatwork logo
When Person is created in Pipedrive > Create Task in Chatwork
10
Pipedrive logo
MessageBird logo
Send MessageBird message for new Pipedrive deal
How Integrately Works?

How Integrately Works?

1
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2
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Connect Accounts
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3
Automation is ready
Setup an action from Trello
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You Can Also Connect Monday.com or Pipedrive With 1400+ Other Apps

Monday.com
Monday.com
monday.com is the project management tool that brings your team together and keeps everyone on track towards a common goal. It makes it easy to plan, collaborate and get work done.
Pipedrive
Pipedrive
Pipedrive is a CRM software that helps you organize your sales, marketing, and customer relationships in one place. You can then use this information to stay on top of your leads and expand your business.