Monday.com + Workbooks CRM Integration

Integrate Monday.com to Workbooks CRM in one click, or tell Integrately AI how you want each lead handled. Capture leads, update tasks, alert your team, and track project progress automatically.

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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
  • Workbooks CRM
    Case is created in Workbooks CRM Instant
  • Workbooks CRM
    Product is created in Workbooks CRM Instant
  • Workbooks CRM
    Credit note is posted in Workbooks CRM Instant
  • Workbooks CRM
    Task is created in Workbooks CRM Instant
  • Workbooks CRM
    Invoice is complete and its status is posted in Workbooks CRM Instant
  • Workbooks CRM
    Meeting is created in Workbooks CRM Instant
  • Workbooks CRM
    New sales lead is created in Workbooks CRM Instant
  • Workbooks CRM
    Person is created in Workbooks CRM Instant
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
  • Workbooks CRM
    Marketing campaign is created in Workbooks CRM Instant
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2.
  • Monday.com
    Update group in Monday.com
  • 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
    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
  • Workbooks CRM
    Create person in Workbooks CRM
  • Workbooks CRM
    Create organization in Workbooks CRM
  • Workbooks CRM
    Create customer order in Workbooks CRM
  • Workbooks CRM
    Create case in Workbooks CRM
  • Workbooks CRM
    Create task in Workbooks CRM
  • Workbooks CRM
    Update customer order in Workbooks CRM
  • Workbooks CRM
    Create marketing campaign member in Workbooks CRM
  • Workbooks CRM
    Search marketing campaign member in Workbooks CRM
  • Workbooks CRM
    Update marketing campaign member in Workbooks CRM
  • Workbooks CRM
    Search customer order in Workbooks CRM
  • Workbooks CRM
    Create customer order and line items in Workbooks CRM
  • Workbooks CRM
    Search marketing campaign in Workbooks CRM
  • Workbooks CRM
    Search marketing campaign status in Workbooks CRM
  • Workbooks CRM
    Create marketing campaign member status in Workbooks CRM
  • Workbooks CRM
    Update organization in Workbooks CRM
  • Workbooks CRM
    Search organization in Workbooks CRM
  • Workbooks CRM
    Update person in Workbooks CRM
  • Workbooks CRM
    Search person in Workbooks CRM
  • Workbooks CRM
    Create sales lead in Workbooks CRM
  • Workbooks CRM
    Update sales lead in Workbooks CRM
  • Workbooks CRM
    Search sales lead in Workbooks CRM

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

Capture leads, organise tasks, keep projects updated, alert your team, and track milestones, all in just one click.

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

Create Monday.com item for new Workbooks CRM contact

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

When you create a contact in Workbooks 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.
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Workbooks CRM + Monday.com Integration

Create Monday.com item for new Workbooks CRM task

Workbooks CRM 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 Workbooks CRM. Monday.com is a great tool for this.

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

Push newly managed projects and sales leads to your communication tools, email marketing, and finance platforms for complete alignment. Pick a combination and activate it in one click.

Monday.com
Workbooks CRM
+
SlackSlack (3)
+
MailchimpMailchimp (2)
+
QuickBooks OnlineQuickBooks Online (2)
+
GmailGmail (2)
+
Google DriveGoogle Drive (2)
+
StripeStripe (2)
M
W
S
When an item is created in Monday.com, create a sales lead in Workbooks CRM and notify your team in Slack.
New Monday.com items automatically create sales leads in Workbooks CRM while posting an instant update to Slack, eliminating manual entry.
W
M
S
When a new sales lead is created in Workbooks CRM, create a matching item in Monday.com and alert your team in Slack.
Workbooks CRM sales leads instantly populate Monday.com boards and notify your team in Slack for immediate follow-up.
M
W
S
Use Claude to summarise Monday.com item notes, create a sales lead in Workbooks CRM, and post the brief in Slack.
Claude summarises Monday.com project notes before creating a Workbooks CRM sales lead and notifying your team in Slack.

Supported triggers and actions for Monday.com and Workbooks 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
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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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Update group in Monday.com
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Create item in Monday.com
Generates a new item
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Get subitem by id in Monday.com
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Search multiple items in Monday.com
Locates and retrieves items information
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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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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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Workbooks CRM
Workbooks CRM Triggers & Actions
Instant
Case is created in Workbooks CRM
Triggers the automation when a case is created
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Instant
Product is created in Workbooks CRM
Triggers the automation when a product is created
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Instant
Credit note is posted in Workbooks CRM
Triggers the automation when a credit note is posted
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Instant
Task is created in Workbooks CRM
Triggers the automation when a task is created
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Instant
Invoice is complete and its status is posted in Workbooks CRM
Triggers the automation when an invoice is complete and its status is posted
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Instant
Meeting is created in Workbooks CRM
Triggers the automation when a meeting is created
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Instant
New sales lead is created in Workbooks CRM
Triggers the automation when a new sales lead is created
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Instant
Person is created in Workbooks CRM
Triggers the automation when a person is created
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Instant
Organization is created in Workbooks CRM
Triggers the automation when an organization is created
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Instant
Marketing campaign is created in Workbooks CRM
Triggers the automation when a marketing campaign is created
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Create person in Workbooks CRM
Creates a new person
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Create organization in Workbooks CRM
Creates a new organization
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Create customer order in Workbooks CRM
Creates a customer order
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Create case in Workbooks CRM
Creates a new case
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Create task in Workbooks CRM
Creates a new task
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Update customer order in Workbooks CRM
Updates a customer order
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Create marketing campaign member in Workbooks CRM
Creates a marketing campaign member
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Search marketing campaign member in Workbooks CRM
Searches for a marketing campaign member
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Update marketing campaign member in Workbooks CRM
Updates a marketing campaign member
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Search customer order in Workbooks CRM
Searches for a customer order
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Create customer order and line items in Workbooks CRM
Creates a customer order and line items
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Search marketing campaign in Workbooks CRM
Searches for a marketing campaign
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Search marketing campaign status in Workbooks CRM
Searches for marketing campaign status
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Create marketing campaign member status in Workbooks CRM
Creates a marketing campaign member status
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Update organization in Workbooks CRM
Updates an organization
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Search organization in Workbooks CRM
Searches for an organization
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Update person in Workbooks CRM
Updates a person
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Search person in Workbooks CRM
Searches for a person
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Create sales lead in Workbooks CRM
Creates a new sales lead
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Update sales lead in Workbooks CRM
Updates a sales lead
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Search sales lead in Workbooks CRM
Searches for a sales lead
Try it →

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

Streamline your sales and project management workflows by connecting key events and automating data transfers between platforms.

What you can automate?
🔄
Sync new Monday.com items to Workbooks CRM leads
Automatically generate a new sales lead in Workbooks CRM every time your team creates a new item in Monday.com, ensuring zero lag between operations and sales.
📋
Map every custom field and parameter
Transfer detailed item attributes, descriptions, and custom column values from Monday.com straight into your Workbooks CRM sales lead records without manual re-typing.
🔔
Notify your team instantly on creation
Trigger team alerts across your communication channels the moment a project item or sales lead is successfully created and synced between apps.
🔀
Route records based on submitted criteria
Evaluate incoming item parameters and send high-value leads to senior account managers in Workbooks CRM while routing standard tasks to general queues.
🔄
Keep existing records updated across systems
Ensure modifications made to tasks in Monday.com automatically reflect in matching Workbooks CRM records to maintain single-source-of-truth accuracy.
🛡️
Prevent duplicate records during syncs
Perform intelligent searches before creating new entries, ensuring your Workbooks CRM and Monday.com workspaces stay clean and free of redundant data.
💳
Handle payment and invoice status changes
Automatically update project stages in Monday.com whenever invoices are posted or completed in Workbooks CRM to trigger final delivery phases.
🌐
Extend workflows to external apps like Slack
Connect your core automation to Slack, Mailchimp, or Google Drive to notify stakeholders, manage files, and execute multi-step business processes.
And much more...

Who is Monday.com + Workbooks CRM integration for?

Operations teams, sales managers, and project coordinators rely on this integration to eliminate manual data entry and keep customer records perfectly synchronised across platforms.

Sales directors
Sales directors
Account executives
Account executives
Client success managers
Client success managers
Operations leads
Operations leads
Project coordinators
Project coordinators
Finance specialists
Finance specialists
📈
Sales directors
You review pipeline reports every morning but find that deal statuses in Workbooks CRM lag behind actual project milestones tracked in Monday.com because reps forget to update both systems — automating both apps means every project update reflects instantly in your CRM figures.
⚡
Account executives
You need to initiate client onboarding tasks the moment a new sales lead converts, but waiting for manual handoffs delays your response times — connecting these apps means every new lead instantly populates your project boards for immediate team action.
🤝
Client success managers
You answer client inquiries about project status while cross-referencing disjointed records between sales and operations, leading to frustrating delays during status calls — integrating these apps means your team views unified customer data in real time.
📊
Operations leads
The high volume of incoming project requests overwhelms your team's capacity to keep CRM entries and board items matching by hand, resulting in frequent data discrepancies — with this integration, every item flows smoothly between platforms without manual oversight.
🔧
Project coordinators
You depend on sales reps to manually notify you when a new account is ready for delivery, but important details often get missed in email threads — automating both apps means project boards populate automatically the second a deal closes.
📁
Finance specialists
You audit customer accounts and find missing billing histories because invoicing data fails to match up with active project records across platforms — this integration means your financial logs maintain a complete, unbroken audit trail.
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Why choose Integrately to automate Monday.com + Workbooks CRM

Build and manage your Monday.com + Workbooks 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 + Workbooks 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.
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How Integrately Works?

1
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2
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Monday.com to Workbooks CRM?
Frequently Asked Questions
You can connect Monday.com to Workbooks CRM instantly using pre-built workflows or Integrately AI. With 1-click setup, your project boards and sales records stay perfectly in sync alongside Slack, Mailchimp, and other tools.
Can I automatically create a Workbooks CRM sales lead when a Monday.com item is added?
Frequently Asked Questions
Can I connect Monday.com, Workbooks CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Monday.com and Workbooks CRM?
Frequently Asked Questions
How are column values and board updates handled between Monday.com and Workbooks CRM?
Frequently Asked Questions
Can Workbooks CRM invoice status changes update Monday.com project items?
Frequently Asked Questions
Do I need coding skills to automate Monday.com and Workbooks CRM?
Frequently Asked Questions
Is the Monday.com and Workbooks CRM integration free?
Frequently Asked Questions
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Sync Workbooks CRM with sales, customer support, and invoicing platforms to keep customer data unified.
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