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Zapier makes it easy to integrate monday.com with Pipedrive - no code necessary. See how you can get setup in minutes.

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monday.com
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1. Choose trigger event
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2. Choose action
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1. Select the event
Setup
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Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Any Column Value Changed in Board" from monday.com.

Add your action

An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.

You’re connected!

Zapier seamlessly connects monday.com and Pipedrive, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about monday.com + Pipedrive integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with monday.com and Pipedrive

How can I integrate monday.com with Pipedrive?

You can integrate monday.com with Pipedrive using our platform. This integration allows you to automate workflows between the two applications. For example, you can set triggers in Pipedrive that automatically create items or updates in monday.com.

What triggers and actions are supported for the integration?

Our platform supports various triggers and actions for the monday.com and Pipedrive integration. Triggers can include new deals added, deal stages updated, or activities completed in Pipedrive. Corresponding actions could be creating new tasks, updating items, or sending notifications in monday.com.

Can I customize the fields that are mapped between monday.com and Pipedrive?

Yes, you can customize the field mappings between monday.com and Pipedrive. This allows you to ensure that the data transferred is accurate and relevant according to your workflow requirements.

Is it possible to automate task creation in monday.com from Pipedrive activities?

Yes, it's possible to automate task creation in monday.com based on activities in Pipedrive. For instance, when an activity is marked as completed in Pipedrive, a new task can be automatically created in monday.com with all the relevant details.

How do I set up a trigger for a new deal in Pipedrive to update an item in monday.com?

To set up a trigger for a new deal in Pipedrive that updates an item in monday.com, you'll need to configure the trigger event as 'New Deal' on our platform and then define the action as 'Update Item' on the corresponding board in monday.com.

Are there any limitations I should be aware of when integrating these two platforms?

While our integration is very robust, there may be some limitations based on API restrictions of both platforms. For example, certain custom fields or specific deal stages might not sync perfectly without additional configuration.

Can I receive notifications in monday.com based on changes made in Pipedrive?

Absolutely! You can set up triggers for changes made in Pipedrive such as deal stage updates or newly assigned activities, which will send notifications directly into your specified boards or team members within monday.com.

Practical ways you can use monday.com and Pipedrive

Sync new deals to project boards

When a new deal is created in Pipedrive, Zapier automatically creates a corresponding item in a monday.com board. This keeps business owners updated on deal progress and ensures smooth coordination between sales and project teams.

Business Owner
Track deal progress in project boards

Keep your project boards aligned with sales activities. With Zapier, when a deal stage updates in Pipedrive, corresponding items in monday.com boards are updated to reflect the progress. This ensures project managers have visibility into sales-driven tasks.

Project Management
Create activities for new project tasks

For every new item created on a monday.com board, Zapier automatically creates an activity in Pipedrive. This helps sales operations teams track follow-ups or tasks linked to specific projects and enables more efficient task management.

Sales Ops

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Group Names to trigger on
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
    • Item_created_in_board_copy
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column IDs
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It

Learn how to automate monday.com on the Zapier blog

Learn how to automate Pipedrive on the Zapier blog

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About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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