Monday.com CRM Integration
Connect Monday.com boards to CRM deals for seamless handoff from sales to project delivery.
Monday.com is great for project management, but it's not a CRM, and trying to make it one creates a mess. We keep both tools doing what they do best by building a direct integration. Deals that close in your CRM automatically create Monday.com boards with the right structure. Status updates on Monday boards reflect in your CRM. Your sales team and delivery team stay aligned without anyone doing double data entry or chasing updates across platforms.
What We Connect with Monday.com
Specific data points and features we sync between Monday.com and your custom CRM. Not a generic connector that maps name and email and calls it done.
- CRM deal closure triggering Monday.com board/item creation
- Monday.com status columns synced to CRM deal progress fields
- Client information from CRM populated in Monday.com item details
- Team assignments on Monday.com reflected in CRM records
- Monday.com timeline and deadline changes updating CRM milestones
- File attachments shared between CRM deal records and Monday.com items
How It Works
We use the Monday.com API to build event-driven integrations with your CRM. Deal stage changes in your CRM trigger board creation, item updates, or status changes in Monday.com. Conversely, Monday.com webhooks push project updates back to your CRM deal records. We map your specific CRM fields to Monday.com columns and configure automation recipes that match your sales-to-delivery handoff process. The integration runs on your infrastructure with no third-party service in between.
Benefits Over Off-the-Shelf Connectors
What you get with a custom Monday.com integration that no pre-built connector can offer.
Automated project kickoff, with no manual board creation from deal data
Delivery status visible to sales without Monday.com access
Client details flow from CRM to Monday.com, with no re-typing
Custom status mapping between your CRM stages and Monday.com columns
No middleware fees. Direct API integration you own
Both teams work in their preferred tool with shared data
What Our Clients Say
“We tracked everything in Notion and Google Sheets before this. Now our pipeline, projects, and time tracking are all connected. Revenue forecasting actually works now.”
Amanda Walsh
Managing Director, Stratosphere Consulting
Atlanta, GA
“We built our product but managed sales in spreadsheets. The irony wasn't lost on us. Custom CRM with Stripe billing integration transformed our revenue operations.”
Emily Chang
VP of Sales, CloudStack Solutions
San Francisco, CA
“Pet parent communication is everything in our business. Vaccination reminders, post-surgery follow-ups, and wellness plan tracking all automated. Our clients feel cared for.”
Dr. Rachel Green
Veterinarian, Paws & Claws Animal Hospital
Raleigh, NC
“Shopify, Klaviyo, and our custom CRM all talk to each other now. Every customer touchpoint feeds into one profile. Our repeat purchase rate jumped 35% in three months.”
Jason Lee
Founder, Urban Roots Skincare
Brooklyn, NY
“Client onboarding, document collection, and tax prep workflow all in one system. Tax season is still busy, but it's organized busy instead of panicked busy.”
Paul Whitaker
Managing Partner, Whitaker & Associates CPA
Nashville, TN
“The client portal they built is a game changer. Clients can see their entire relationship with us (documents, meeting notes, action items) without a single phone call.”
William Fitzgerald
Founder, Fitzgerald & Associates
New York, NY
“We tried Clio, MyCase, and PracticePanther. None of them fit our personal injury workflow. Custom was the only option that actually matched how we operate.”
Anthony Russo
Partner, Russo & DeLuca Attorneys
Newark, NJ
“Service provisioning, trouble tickets, and account management in one system. Our average resolution time dropped from 72 hours to 18 hours.”
George Takahashi
VP of Sales, FiberLink Communications
Kansas City, MO
Ready to Connect Monday.com with Your CRM?
Book a discovery call and we'll walk you through exactly how Monday.com will integrate with your custom CRM: direct API, no middleware, built for your workflow.