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Integrate Pipedrive with monday.com

Appy Pie Connect allows you to automate multiple workflows between Pipedrive and monday.com

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About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

About monday.com

Monday.com legally Monday.com Ltd., is a Cloud-based platform that allows companies to create their own applications and work management software.

monday.com Integrations

Best ways to Integrate Pipedrive + monday.com

  • Pipedrive Integration Gmail Integration

    Pipedrive + Gmail

    Send Gmail Emails for Newly added deals to a stage on Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration Deal Matching Filter
     
    Then do this...
    Gmail Integration Send Email
    Get more out of your Pipedrive by integrating it with Gmail. After setting this integration up, Appy Pie Connect will send an email to you or your chosen recipients via Gmail whenever a new deal is added to a certain stage on Pipedrive, ensuring that every sales deal is handled perfectly. This integration will help businesses streamline and automate repeatable business tasks, minimizing room for errors and increasing their overall efficiency.
    How This Integration Works
    • Triggers when a new deal is created on Pipedrive
    • Appy Pie Connect automatically sends an email through Gmail
    Prerequisites to setup the integration
    • A Gmail account
    • A Pipedrive account
  • Pipedrive Integration Slack Integration

    Pipedrive + Slack

    Receive Direct Message in Slack Alert Messages for Every New Deal on Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Deal
     
    Then do this...
    Slack Integration Send Direct Message
    Set up this Slack – Pipedrive integration and we will watch your Pipedrive account for you. After setting up this integration, we will send a notification to the selected slack channel every time a new deal is created on Pipedrive, keeping your team informed about every Deal on your Pipedrive. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How This Integration Works
    • A new deal is added to Pipedrive
    • Appy Pie Connect automatically sends a direct message to your specified Slack Channel
    What You Need
    • A Slack account
    • A Pipedrive account
  • Pipedrive Integration Twitter Integration

    Pipedrive + Twitter

    Add Every New Person on Pipedrive Directly To the Specified Twitter List Read More...
    Close
    When this happens...
    Pipedrive Integration New Person
     
    Then do this...
    Twitter Integration Add User to List
    Twitter is one of the most effective social media platforms for businesses to attract new customers. After all, Twitter grows your influence by exposing your message to a larger audience. Therefore, let your twitter follower list grow by syncing it with Pipedrive. After setting this integration up, whenever a new contact is added to Pipedrive, Appy Pie Connect will automatically add that person to your twitter list, giving you more audience for your campaign.
    How this integration works
    • A contact is created on Pipedrive
    • Appy Pie Connect adds that contact directly to the Twitter list
    What You Need
    • A Pipedrive account
    • A Twitter account
  • Pipedrive Integration Salesforce Integration

    Pipedrive + Salesforce

    Create Leads on Salesforce for New Pipedrive People Read More...
    Close
    When this happens...
    Pipedrive Integration New Person
     
    Then do this...
    Salesforce Integration Create Lead
    If you use Pipedrive as your principle CRM and Salesforce for your sales pipeline, then this Connect is highly beneficial for you. After setting this integration up, whenever a contact is added to Pipedrive, Appy Pie Connect will add that contact to Salesforce as a lead. So, don’t wait and try this Connect now to keep your business competitive!
    How this Pipedrive – Salesforce integration Works
    • A new person is added to your Pipedrive account
    • Appy Pie Connect adds that person to your Salesforce account as a new lead
    What You Need
    • A Pipedrive account
    • A Salesforce account
  • Pipedrive Integration Slack Integration

    Pipedrive + Slack

    Create a New Channel on Slack for Every Pipedrive Deal Read More...
    Close
    When this happens...
    Pipedrive Integration New Deal
     
    Then do this...
    Slack Integration Create Channel
    Slack is one of the best team communication platforms available today. It features instant messaging and documents sharing, helping teams to communicate more effectively with each other. You can get more out of your Slack by integrating it with Pipedrive. After setting up this integration, whenever a new deal is added to Pipedrive, Appy Pie Connect will create a new Slack channel for it to help you discuss the newest deals in person.
    How this Pipedrive – Slack integration works
    • A new deal is added to Pipedrive
    • Appy Pie’ Connect creates a new channel on Slack
    What You Need
    • A Pipedrive account
    • A Slack account
  • Pipedrive Integration {{item.actionAppName}} Integration

    Pipedrive + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Pipedrive + monday.com in easier way

It's easy to connect Pipedrive + monday.com without coding knowledge. Start creating your own business flow.

    Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

  • Column Value Changed in Board

    Triggers when a column value change in a specified Column.

  • New Board

    Triggers when a new board is created.

  • New Item in Board

    Triggers when a new item is created in board.

  • New Update in Board

    Triggers when a new update is posted on a board.

  • New User

    Triggers when a new user is created.

  • Specific Column Value Changed in Board

    Triggers when a specific column value changes in board.

    Actions
  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Person

    Updates an existing person.

  • Archive Board

    Archives a board.

  • Archive Item

    Archive an item.

  • Change Multiple Columns Value

    Change multiple columns value of an item.

  • Create Board

    Creates a board.

  • Create Column

    Create a new column in board.

  • Create Group

    Create a new group in board.

  • Create Item

    Create a new item in board.

  • Create Update

    Create a new update.

  • Delete Group

    Delete a specific group from a board.

  • Delete Item

    Delete an item from the board.

  • Upload File to Specific Column

    Upload File to Specific Column

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Pipedrive & monday.com Integrations Work

  1. Step 1: Choose Pipedrive as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick monday.com as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Pipedrive to monday.com.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Pipedrive and monday.com

Pipedrive?

Pipedrive is a sales pipeline management top that helps you create, manage, and close more deals. It’s a great platform to use if you are a sales and marketing professional, especially for small-to-medium sized businesses. It helps you be more productive and get more deals closed.

monday.com?

monday.com is a time management app that also manages your team’s tasks and schedules. Like the name implies, it was made to help people work on the things they should be working on during the week. So far, it’s been used by over 200,000 companies around the world. It’s free for small teams and businesses.

Integration of Pipedrive and monday.com

This is how we integrate our tops (Pipedrive and monday.com. into one business workflow. In short, we use Pipedrive to make a list of all our prospects and opportunities in one place. Then we use monday.com to plan our day from that master list of items. Each day’s plan is based on the number of hours we have for an entire week (usually between 40 and 60 hours. We divide each week into 5 days and then organize everything into one day at a time in our daily plan. The last thing we do in Monday is review our weekly plan, so that we know what we’d like to be working on during the week. This way we can make sure that we hit all of our targets from the beginning until the end of the week.

Benefits of Integration of Pipedrive and monday.com

Pipedrive allows us to easily share our deals with others in the team who might not be invpved in the deal directly but need to know about it for other reasons. For example, if a prospect is very important for our future goals, but they are not ready to buy just yet, we might want to keep them on hpd for now. But other team members who are not invpved in this particular deal can still see what is going on with this particular person or company. This way, everyone has access to the same information and no surprises happen later down the road when someone else needs that information but wasn’t aware of it before. Also, with Pipedrive, there are no email attachments needed anymore, which reduces all kinds of problems caused by sending emails with documents included in them that open separately. Instead, all files are automatically attached to the relevant items in Pipedrive without any extra work needed by anyone on our team. This saves us a lot of time and money because we don’t have to waste it on fixing those types of problems anymore. If you want to learn more about the Pipedrive integration process, please check out this video that shows how easy it is to move certain items from your Pipedrive account into your monday.com account. https://www.youtube.com/watch?v=K3gfjD83xkc

Pipedrive helps us organize our deals in one place where everyone can access them easily without having to worry about what email went where and who has which attachment or document. Since everyone can see the same information in one place, everyone can work together better and faster without having any kind of confusion or misunderstanding about what has been done or what has to be done next with a certain item or person. With monday.com, we can accurately plan our time so that we don’t waste any time on something that doesn’t bring us closer to our goals. We also can make sure that all the deals are properly organized so that we can always know where they are and what stage they are in at any given moment of time. Pipedrive and monday.com work great together!

Don’t forget to watch my video channel! You can find all my videos here. https://www.youtube.com/channel/UC8QiK1zp7n-rBhlN_lTUVA

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