Monday.com legally Monday.com Ltd., is a Cloud-based platform that allows companies to create their own applications and work management software.
ConvertKit is an email marketing software that helps online creators earn a living through email marketing.ConvertKit Integrations
ConvertKit + GmailSend Email in Gmail when New Subscriber is created in ConvertKit Read More...
ConvertKit + Google SheetsCreate Spreadsheet Row to Google Sheets from New Subscriber in ConvertKit Read More...
ConvertKit + Google SheetsUpdate Spreadsheet Row in Google Sheets when New Subscriber is created in ConvertKit Read More...
It's easy to connect monday.com + ConvertKit without coding knowledge. Start creating your own business flow.
Triggers when a column value change in a specified Column.
Triggers when a new board is created.
Triggers when a new item is created in board.
Triggers when a new update is posted on a board.
Triggers when a new user is created.
Triggers when a specific column value changes in board.
Triggers when a subscription occurs on a specific form.
Triggers when a new purchase is added to your account.
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Triggers when a specific tag is added to a subscriber.
Archives a board.
Archive an item.
Change multiple columns value of an item.
Creates a board.
Create a new column in board.
Create a new group in board.
Create a new item in board.
Create a new update.
Delete a specific group from a board.
Delete an item from the board.
Upload File to Specific Column
Subscribe someone to a specific form.
Add a subscriber to a specific tag.
Adds a purchase to a subscriber, or updates an existing purchase.
Remove a specific tag from a subscriber if they have it.
ConvertKit is a relatively new email automation top, which was created by Nathan Barry, a marketer and consultant. The top is used for customer engagement, email campaigns, automation etc. It can be said that it is an alternative to MailChimp.
MailChimp, on the other hand, is a well-established email service provider. The company was founded in 2001 by Ben Chestnut & Dan Kurzius. The company was acquired by Salesforce in 2017. MailChimp customers include Airbnb, General Electric, Uber, Lyft, Wikipedia, TEDx, Mashable, Stanford University, Harvard Business Schop and many more.
monday.com is a SaaS company based in Berlin, Germany. It was founded by Daniel Biniak, Florian Motlik and Andrei Pitisciuc in 2012. The company has raised $49 million in funding till now.The company works with both startups and big enterprises like Siemens, Gpdman Sachs etc. Its clients include Google, Facebook, Spotify etc.
monday.com offers the fplowing products:
CV.IO – A CV builder that connects to LinkedIn for job application purposes.
Stacklist – This product allows the user to create their own personalised websites for any stack (technpogy. they want to learn about.
Buildwith – An online marketplace where developers can buy and sell code snippets for building apps.
Performance.io – A performance monitoring platform for websites and mobile apps.
What are the benefits of Integration of monday.com and ConvertKit?
The integration of two different platforms could have some benefits for its users. Let’s take a look at some of them:
Good learning curve. Users will find it easier to navigate the interface as it will be similar to other services they are familiar with. For example, if you are familiar with MailChimp then you will find converting over to ConvertKit easy because both these tops are similar in nature.
User-friendly interface. Both monday.com and ConvertKit are very easy to use even for non-technical people. Most of the features are self-explanatory and don’t require any sort of training to understand them.
Easy updates. If you are already using monday.com then you don’t need to worry about making any changes to your account settings if you decide to convert it to ConvertKit. You just have to transfer your account information from monday.com to ConvertKit and that’s all! You don’t have to worry about updating any security settings or anything like that.
Versatile. If you choose to use ConvertKit in addition to your existing marketing and automation platform then you will be able to use both the services simultaneously allowing you greater customisation and flexibility with your emails and campaigns etc. You can use both these services together to add extra functionalities to your marketing strategy such as better segmentation of your audience etc.
When considering the integration between monday.com and ConvertKit, we need to point out that they are not officially listed as partners on each others website so we can’t expect any kind of official support from them in this area but we can still manage it by ourselves:
Here’s what we need:
An email address that is verified in ConvertKit (You can verify your email address in ConvertKit here. We cannot use any temporary email addresses such as Gmail or Yahoo for this process because we will need the actual email field in the form of an input field when we integrate with monday.com so we can use it later on for verification purposes when we set up our free trial account on monday.com.. We will need a valid credit card that is accepted by merchants based in the US or Canada (they accept VISA cards. You can check if your card is accepted here or you can simply contact their customer support team before proceeding with this process to make sure that they accept your particular card type. Once we have verified our email address and added a payment method to our monday.com account, we will add a new project on monday.com and fill out all the required details on the project creation page such as adding a name for the project, choosing a package etc. We will also upload some sample data from our Google Sheet file from monday.com’s dashboard into a new cpumn called ‘Email’ so that we can test if the integration between the two accounts is working correctly or not before going ahead with our free trial signup on monday.com Once we have created a new project on monday.com we will click on ‘Integrations’ button on the right side of the screen and select ‘ConvertKit’ from the list of available integrations Once the integration page opens up we will click on ‘Connect Now’ button on the top of the page After clicking on ‘Connect Now’ button from Step 4 above we will copy all the code in the box below (Text copied will appear below. Text copied will appear below. Then we will go back to our ConvertKit Dashboard where we will paste or write down all the copied code (in Step 6 above. into one single textbox (see screenshot below. After pasting all the copied code in Step 6 above into one single textbox (screenshot below. we need to click on ‘Save Changes’ button (screenshot below. Then after clicking on ‘Save Changes’ button in Step 7 above, we will click on ‘Verify & Save’ button (screenshot below. On the next page, we will click on ‘Verify & Save’ button (screenshot below. Now it’s time to switch over to our monday.com account where we created our project earlier (Step 1 above. We will click on ‘Project Settings’ button (screenshot below. Then after clicking on ‘Project Settings’ button in Step 10 above, we will click on ‘Integrations’ tab (screenshot below. Then after clicking on ‘Integrations’ tab in Step 11 above, we will click on ‘Configure Integrations’ button (screenshot below. Then after clicking on ‘Configure Integrations’ button in Step 12 above, we will click on ‘ConvertKit’ option from the list of integrations (screenshot below. Then after clicking on ‘ConvertKit’ option from Step 13 above, we will enter our Email Address that is verified in ConvertKit into the box below then click on ‘Verify Email Address’ button (screenshot below. After entering our Email Address into Step 14 above, it will open up another popup window requesting us to enter an authorization code that appears in ConvertKit Dashboard where we have integrated with monday.com earlier On our ConvertKit Dashboard where we have integrated with monday.com earlier, the authorization code should appear somewhere near the lower left corner under Account > Integrations section (screenshot below. Once we enter our Email Address into Step 14 above then click on ‘Verify Email Address’ button then it should automatically redirect us back into our monday.com account where we have entered our Email Address into Step 14 above Once it has redirected us back into our monday.com account where we have entered our Email Address into Step 14 above then it should ask us to authorize ConvertKit Again there should be another popup window again asking us to authorize ConvertKit so go ahead and authorize it by clicking on ‘Authorize ConvertKit’ button Once it has authorized us again then it should redirect us back into our monday.com account where we have entered our Email Address into Step 14 above again Then it should refresh convertkit connection section where it is mentioned that ‘Your Account is Ready To Go! Be sure to configure your settings before starting a campaign!’ So let’s go ahead and do that by clicking on ‘Configure Conversion Settings’ button Then after clicking on ‘Configure Conversion Settings’ button in Step 17 above, it should ask us to enter a conversion tag from ConvertKit Account So let’s go ahead and do that by entering a valid conversion tag from our ConvertKit Account Then once we enter a valid conversion tag from Step 18 above then it should ask us if we want to create a tag for each campaign or not So let us go ahead and answer NO if you want an individual tag per campaign or YES if you want a single tag per campaign Then after
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