Monday.com + Solve CRM Integration

Integrate Monday.com to Solve CRM in one click, or tell Integrately AI how you want each contact handled. Sync customer records, track deliverables, update project boards, and trigger team notifications 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
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
Arrow Right
2.
  • Monday.com
    Create item in Monday.com
  • Monday.com
    Get subitem by id in Monday.com
  • Monday.com
    Search multiple items in Monday.com
  • Monday.com
    Update group in Monday.com
  • Monday.com
    Move item to board in Monday.com
  • Monday.com
    Move item to group 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
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Monday.com + Solve CRM Integration

Capture new customer contacts, create project items, keep boards updated, alert your team, and track deliverables, all in just one click.

Most popular automationmost-popular-automations
Solve CRM + Monday.com Integration

Create Monday.com item for new Solve CRM contact

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

When you create a contact in Solve CRM, 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.
See more
  • 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 Monday.com + Solve CRM flow

Route contacts to email lists, invoice clients, schedule calls, and keep your team aligned across tools. Pick a combination and activate it in one click.

Monday.com
Solve CRM
+
GmailGmail (4)
+
SlackSlack (4)
+
CalendlyCalendly (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
StripeStripe (4)
S
M
G
When a contact is created in Solve CRM, create item in Monday.com with the contact details, and send a confirmation email in Gmail.
New Solve CRM contacts immediately appear in Monday.com as new items while Gmail sends a welcoming email, keeping your operations team informed without manual data entry.
M
S
G
When an item is created in board in Monday.com, create contact in Solve CRM, and notify your support team via Gmail.
Every new Monday.com item automatically generates a contact in Solve CRM while sending an alert email in Gmail, ensuring complete data alignment across your systems.
S
M
G
Use Claude to summarise new Solve CRM contacts, create an item in Monday.com, and email the brief via Gmail.
Claude generates a concise contact summary before adding it to Monday.com and emailing the brief via Gmail, giving your team instant actionable context.
S
M
G
Turn every won Solve CRM company into a Monday.com board, create initial subitems, and send a kickoff email in Gmail.
Won Solve CRM companies automatically instantiate a Monday.com board with subitems while Gmail dispatches a project kickoff email to stakeholders.

Supported triggers and actions for Monday.com and Solve CRM

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
Try it →
Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
Try it →
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
Try it →
Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
Try it →
Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
Try it →
Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
Try it →
Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
Try it →
Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
Try it →
Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
Try it →
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
Try it →
Update is created in Monday.com
Triggers the automation when an update is created
Try it →
Board is created in Monday.com
Triggers the automation when a new board is created
Try it →
User joins in Monday.com
Triggers the automation when a new user joins the platform
Try it →
Create item in Monday.com
Generates a new item
Try it →
Get subitem by id in Monday.com
Try it →
Search multiple items in Monday.com
Locates and retrieves items information
Try it →
Update group in Monday.com
Try it →
Move item to board in Monday.com
Try it →
Move item to group in Monday.com
Try it →
Search item in Monday.com
Locates and retrieves particular item information
Try it →
Update item in Monday.com
Updates an item with new information
Try it →
Get item details by id in Monday.com
Retrieves detailed information of a item using its id
Try it →
Create subitem in Monday.com
Creates a new subitem
Try it →
Archive item in Monday.com
Store an item for future reference
Try it →
Delete item in Monday.com
Removes the selected item
Try it →
Create update in Monday.com
Creates a new update
Try it →
Create column in Monday.com
Adds a new column to a dataset or spreadsheet
Try it →
Upload file to specific item in Monday.com
Uploads a file to a item within a system
Try it →
Create board in Monday.com
Generates a new board
Try it →
Archive board in Monday.com
Archive board to store historical data
Try it →
Create group in Monday.com
Creates a new group based on particular criteria
Try it →
Duplicate group in Monday.com
Creates a copy of an existing group
Try it →
Delete group in Monday.com
Removes a particular group from the system
Try it →
Archive group in Monday.com
Archives a particular group for future reference
Try it →
Add user to board in Monday.com
Adds a user to a board
Try it →
Add user to workspace in Monday.com
Adds a user to the particular workspace
Try it →
Create tag in Monday.com
Generates a new tag
Try it →
Create workspace in Monday.com
Creates a new workspace
Try it →
Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
Try it →
Add team to board in Monday.com
Adds a team to the board
Try it →
Search subitem in Monday.com
Automatically searches for a specific subitem
Try it →
Update subitem in Monday.com
Automatically updates an existing subitem
Try it →
Solve CRM
Solve CRM Triggers & Actions
Contact is created in Solve CRM
Triggers the automation when a new contact is created
Try it →
Company is created in Solve CRM
Triggers the automation when a new company is created
Try it →
Create contact in Solve CRM
Adds a new contact to the database
Try it →
Create company in Solve CRM
Generates a new company profile with given details
Try it →

What can you automate with Monday.com + Solve CRM?

Streamline your customer operations and project management by automating core workflows between Monday.com and Solve CRM.

What you can automate?
🔄
Sync new Solve CRM contacts to Monday.com items
Automatically create a new Monday.com item the moment a contact is created in Solve CRM, eliminating manual copying and ensuring your project boards reflect new business instantly.
📋
Capture every submitted field and custom attribute
Map complete contact details, company information, and custom field answers directly into your Monday.com board columns instead of basic name-and-email records.
🔔
Alert your team instantly when new contacts arrive
Notify your operations or sales channel in real time whenever a contact is created in Solve CRM and added to your Monday.com workspace.
🔀
Route records based on submitted criteria
Send enterprise contacts to priority project boards while routing standard submissions to general queues based on submitted form data.
♻️
Keep project boards updated as CRM details change
Automatically reflect updates made to Solve CRM contacts across your matching Monday.com items so your team always views current information.
🔍
Prevent duplicate records across systems
Search existing board items before creating new entries to ensure your Monday.com workspace remains clean and free of redundant clutter.
📈
Handle later lifecycle stage changes smoothly
Trigger automated board updates, subitem creation, or status changes when client accounts progress through different stages in Solve CRM.
🔌
Extend your workflow to messaging and email apps
Connect your core Monday.com and Solve CRM flow with Slack, Gmail, or Calendly to trigger team notifications and schedule follow-ups automatically.
And much more...

Who is Monday.com + Solve CRM integration for?

Project managers, customer service leads, and operations teams rely on this integration to eliminate manual data entry, keep project boards aligned with CRM contacts, and ensure seamless handoffs.

Operations directors
Operations directors
Customer service leads
Customer service leads
Agency account managers
Agency account managers
High-volume sales teams
High-volume sales teams
Project coordinators
Project coordinators
Quality assurance specialists
Quality assurance specialists
📈
Operations directors
You rely on project dashboards to report on client intake, but manual data entry leaves your metrics hours behind — with this integration, every new contact lands on your board instantly and your operational reporting stays accurate.
Customer service leads
You need to act fast when premium clients reach out, but delays in updating task boards mean your team finds out too late — with this integration, every CRM record triggers immediate project tracking so support starts without delay.
🤝
Agency account managers
You answer to external stakeholders who demand real-time visibility into project progress, but fragmented tools obscure your status updates — automating both apps means your boards reflect CRM updates instantly and client reviews run smoothly.
📊
High-volume sales teams
Your inbound contact volume is too high for anyone to keep up by hand, leading to missed tracking items and forgotten follow-ups — connecting these apps means every submission automatically populates your workspace without manual copying.
🔄
Project coordinators
You own the execution phase and depend on sales teams to hand over client details correctly, but missing information stalls your workflow — this integration means every new contact arrives with complete data ready for immediate task assignment.
🗂️
Quality assurance specialists
You need a reliable audit history across customer accounts, but manual record-keeping creates recurring gaps in your database — automating both apps means every contact and item maintains a flawless audit trail.
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 + Solve CRM

Build and manage your Monday.com + Solve CRM 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 + Solve CRM 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Monday.com to Solve CRM?
Frequently Asked Questions
You can connect Monday.com to Solve CRM in 1 click using ready templates on Integrately or by asking Integrately AI to build the workflow. It also links smoothly with tools like Gmail, Slack, and Calendly.
Can I automatically create Monday.com items from Solve CRM contacts?
Frequently Asked Questions
Can I connect Monday.com, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Monday.com and Solve CRM?
Frequently Asked Questions
How does Monday.com handle data changes in this integration?
Frequently Asked Questions
How are new contacts captured from Solve CRM?
Frequently Asked Questions
Do I need coding skills to automate Monday.com and Solve CRM?
Frequently Asked Questions
Is the Monday.com and Solve CRM integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

Monday.com
Popular Monday.com Integrations
Connect Monday.com to project management, team collaboration, and tracking tools to keep workloads visible.
Solve CRM
Popular Solve CRM Integrations
Sync Solve CRM with customer support, communication, and scheduling platforms to scale client relationships.
See All
Solve CRM Integrations arrow right
No popular apps found