Monday.com + SharpSpring Integration

Integrate Monday.com to SharpSpring in one click, or tell Integrately AI how you want each contact handled. Create items from contacts, update details across both platforms, alert your team, and trigger follow-ups automatically.

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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
  • SharpSpring
    Contact is created in SharpSpring
  • SharpSpring
    Account is created in SharpSpring
  • SharpSpring
    Opportunity is created in SharpSpring
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2.

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Ready WorkflowsReady Workflows   for Monday.com + SharpSpring Integration

Capture submissions, create items, keep accounts updated, alert your team, and trigger follow-ups, all in just one click.

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Connect more apps to your Monday.com + SharpSpring flow

Connect more of your favourite apps to handle lead nurturing and operational follow-ups once the core pair finishes. Pick a combination and activate it in one click.

Monday.com
SharpSpring
+
HubSpotHubSpot (6)
+
MailchimpMailchimp (6)
+
SlackSlack (6)
+
Google SheetsGoogle Sheets (6)
+
CalendlyCalendly (6)
+
TypeformTypeform (6)
H
M
S
Create a Monday.com item from every new HubSpot contact, and update the matching record in SharpSpring
New HubSpot contacts immediately appear as items in Monday.com while updating your SharpSpring records, keeping your sales and project tracking unified.
S
M
H
When a SharpSpring opportunity is created, create a Monday.com board item and log the deal details in HubSpot
New opportunities in SharpSpring automatically generate a Monday.com board item and update HubSpot, giving your project team instant visibility.
M
S
H
When a Monday.com item status changes, update the corresponding account in SharpSpring and log a task in HubSpot
Item updates in Monday.com flow directly into SharpSpring and HubSpot, keeping client account statuses current across your marketing stack.
S
M
H
If a SharpSpring contact has an active form submission, create a Monday.com sub-item and update HubSpot records
Form submissions captured in SharpSpring add detailed sub-items to Monday.com boards and update your HubSpot database automatically.
S
C
M
H
Use Claude to analyse new SharpSpring form submissions, create a Monday.com item, and update HubSpot contacts
Claude reviews incoming SharpSpring submissions before creating a structured Monday.com item and updating your HubSpot database.
M
S
H
When a Monday.com item is archived, update the SharpSpring account and log the status change in HubSpot
Archiving project items in Monday.com updates account statuses in SharpSpring and logs closure notes in HubSpot.

Supported triggers and actions for Monday.com and SharpSpring

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
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Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
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Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
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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
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Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
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Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
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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
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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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Search multiple items in Monday.com
Locates and retrieves items information
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Update group in Monday.com
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Move item to board in Monday.com
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Move item to group in Monday.com
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Get subitem by id in Monday.com
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Create item in Monday.com
Generates a new item
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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
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SharpSpring
SharpSpring Triggers & Actions
Contact is created in SharpSpring
Triggers the automation when a new contact is created
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Account is created in SharpSpring
Triggers the automation when a new account is created
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Opportunity is created in SharpSpring
Triggers the automation when any opportunity is updated
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Create contact in SharpSpring
Adds a new contact to the database
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Update contact in SharpSpring
Updates contact information with new details
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Search contact in SharpSpring
Finds and retrieves contact information
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Create account in SharpSpring
Generates a new account
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Search account in SharpSpring
Searches for account information
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Update account in SharpSpring
Updates account information
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Create opportunity in SharpSpring
Creates a new instance of the support system
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Update opportunity in SharpSpring
Updates the opportunity details as needed
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Create campaign in SharpSpring
Generates and launch a new marketing campaign
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Search campaign in SharpSpring
Searches for a campaign
Try it →

What can you automate with Monday.com + SharpSpring?

Streamline your lead capture, project tracking, and team communication with automated multi-step workflows.

What you can automate?
🔄
Create Monday.com items from SharpSpring contacts
Automatically generate a new board item whenever a contact is created in SharpSpring, bridging marketing generation with project execution.
📋
Capture every submitted form field
Map all custom form answers from SharpSpring into your Monday.com sub-items and columns instead of just basic names and emails.
🔔
Alert your team instantly on Slack
Send instant notifications to your sales or project channels the moment a high-value opportunity or form submission arrives.
🔀
Route records based on submitted data
Apply conditional rules to send enterprise inquiries to specialized boards while routing standard leads to regular team queues.
🔄
Keep records updated as statuses change
Synchronise column updates in Monday.com with account stage modifications in SharpSpring to maintain consistent pipelines.
🔍
Prevent duplicate records across platforms
Search existing contacts and accounts before creating new entries to keep your databases clean and organised.
⚙️
Handle later project milestone changes
Automatically update SharpSpring account statuses and notify stakeholders when project items are archived or completed.
🌐
Extend your flow with Google Sheets
Push your core integration data into Google Sheets automatically for backup logging and executive reporting.
And much more...

Who is Monday.com + SharpSpring integration for?

Marketing and sales operations teams depend on these tools to manage leads and project delivery, and keeping them aligned eliminates costly manual data entry.

Performance marketers
Performance marketers
Sales operations teams
Sales operations teams
Account managers
Account managers
Lead generation specialists
Lead generation specialists
Sales representatives
Sales representatives
Project coordinators
Project coordinators
📈
Performance marketers
You're running campaigns across multiple channels but your Monday.com boards only update when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new contact lands in the board instantly and your data stays current.
Sales operations teams
You need to act fast on new inquiries, but waiting for manual data transfer means leads sit idle in SharpSpring before anyone creates a tracking item — with this integration, every form submission creates a Monday.com item immediately so your team can respond without delay.
📊
Account managers
You answer to clients who want to see active project progress, but tracking details manually across marketing and project platforms creates gaps in your reporting — automating both apps means every status change in Monday.com updates your SharpSpring accounts in real time.
🔄
Lead generation specialists
The volume of inbound submissions is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned tasks — connecting these apps means every form submission populates your boards and CRM automatically without human bottlenecks.
🤝
Sales representatives
You own the closing stage and depend on marketing to hand over clean contact details, but manual entry often results in incomplete records — this integration means every new opportunity automatically creates a structured item with all required customer information.
🗂️
Project coordinators
You need a reliable history of project milestones, but disjointed tools leave missing gaps in your audit logs and timeline tracking — automating your workflow means every board update is correctly recorded across your entire marketing stack.
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 + SharpSpring

Build and manage your Monday.com + SharpSpring 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 + SharpSpring 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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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 Monday.com to SharpSpring?
Frequently Asked Questions
You can connect Monday.com to SharpSpring in one click using pre-built workflows on Integrately, or use Integrately AI to configure custom steps with Slack, Google Sheets, and 1,500+ other apps.
Can I automatically create a Monday.com item when a SharpSpring contact is created?
Frequently Asked Questions
Can I connect Monday.com, SharpSpring, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Monday.com and SharpSpring?
Frequently Asked Questions
How does Monday.com handle data synchronization with SharpSpring?
Frequently Asked Questions
Can SharpSpring update account records based on Monday.com board changes?
Frequently Asked Questions
Do I need coding skills to automate Monday.com and SharpSpring?
Frequently Asked Questions
Is the Monday.com and SharpSpring integration free?
Frequently Asked Questions
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You Can Also Connect Monday.com or SharpSpring With 1500+ Other Apps

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SharpSpring
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