Connect monday.com and Redtail CRM to power AI-driven automation
- No-code AI automation
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Launch your first automated workflow
Start with a template that brings monday.com and Redtail CRM together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate monday.com with Redtail CRM - no code necessary. See how you can get setup in minutes.
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 "Create Activity" in Redtail CRM.
You’re connected!
Zapier seamlessly connects monday.com and Redtail CRM, automating your workflow.
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.
- Board IDRequired
Try ItTriggerInstant- Board IDRequired
- Group Names to trigger on
Try ItTriggerInstant- Board IDRequired
Try ItTriggerInstant- Board IDRequired
- Column IDRequired
Try ItTriggerInstant
- Item_created_in_board_copy
- Board IDRequired
Try ItTriggerInstant- New Board
Triggers when a new board is created.
Try ItTriggerPolling - Board IDRequired
- Column IDsRequired
Try ItTriggerInstant- Board IDRequired
- Column IDRequired
Try ItTriggerInstant
For AI agents & developers
Use monday.com and Redtail CRM with AI agents and code
Beyond Zap workflows. Call monday.com and Redtail CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
Connect via Zapier MCP
Expose monday.com and Redtail CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
Call from code with the Zapier SDK
Trigger monday.com and Redtail CRM actions from backend services, scripts, or agent code.
Install
# TypeScript / Node npm install @zapier/zapier-sdk
Run an action
import { createZapierSdk } from '@zapier/zapier-sdk';
const zapier = createZapierSdk();
await zapier.runAction({ /* monday / redtailcrm action */ });There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Connect monday.com and Redtail CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate monday.com on the Zapier blog
Make work flow with AI
Frequently Asked Questions about monday.com + Redtail CRM 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 Redtail CRM
What triggers can be set up when integrating monday.com with Redtail CRM?
When integrating monday.com with Redtail CRM, you can set various triggers such as the creation of a new task in monday.com or when a new contact is added in Redtail CRM. These triggers help automate the further actions in your workflow, like updating the board on monday.com or logging details in Redtail.
How do actions work in the integration between monday.com and Redtail CRM?
Actions are tasks that carry out a command based on triggers. For instance, when a deal is closed in Redtail CRM, an action can be triggered to update task status on your monday.com workspace. This seamless automation ensures your team stays informed without manual updates.
Is it possible to update existing items in monday.com from changes made within Redtail CRM?
Yes, it's possible to update existing items in monday.com when specific fields are modified within Redtail CRM. By setting appropriate triggers and actions, changes such as status updates or contact details can automatically reflect on your current boards.
Can I create contacts in Redtail CRM automatically from leads generated on monday.com?
Certainly! When a new lead is added or updated in monday.com, you can set up an integration to automatically create or update the contact details in Redtail CRM. This helps maintain consistent information across platforms without needing manual data entry.
Are there any specific requirements for setting up this integration between these two platforms?
To integrate monday.com with Redtail CRM efficiently, you'll need active accounts on both platforms and appropriate permissions to access and manage integrations. Ensure that you have API access enabled for smooth communication between the systems.
What should I do if there's an error during synchronization between the two systems?
If there are errors during synchronization between Monday and Redtail CRM, first check if all access permissions are correctly set. You may also want to review error logs for any detailed information provided. Our support team is available to assist fix any persistent issues.
Can customized workflows be created by integrating these two applications?
Absolutely! By integrating Monday and Redtail CRM, you can create tailored workflows that suit your business processes. From automating contact assignments based on interaction history to setting project tasks upon lead generation, there’s ample flexibility for customization.
