monday.com and Pipedrive, ready to switch on
A deal that reaches the stage you name becomes an item on the monday.com board you choose with the customer, the amount and the owner, and closing that item leaves a note on the deal. You paste two keys in your account and it runs, in about ten minutes.
No setup fee, cancel any month, and a person on live chat if a key doesn't work.
More with these apps: all monday.com integrations · all Pipedrive integrations
What moves, and when
The details you would normally get after a sales call. Here they are up front.
| What | Direction | When | Rule |
|---|---|---|---|
| Won deal starts delivery | Pipedrive to monday.com | Within seconds | An item on the board you choose, with the organisation, the value and the owner |
| Stage into your status column | Pipedrive to monday.com | Within seconds | Mapped once, in the words your board already uses |
| Dates | Pipedrive to monday.com | With every item | The expected close date becomes the start on the timeline, so planning stops being a guess |
| Delivery answers the salesperson | monday.com to Pipedrive | When the item is done | A note on the deal, which saves the message asking how it went |
| Held together by the deal id | Both ways | Every change | Kept in a column, so a change on either side finds its twin instead of making one |
Ten minutes of your time, then it's ours
- Pay and open your accountCard or invoice, about two minutes. This integration is already selected.
- Paste the monday.com API token and the Pipedrive API tokenEach has a short guide. About four minutes. If one doesn't work, a person joins the chat.
- Win one test dealA minute or two. Move a test deal to the stage you chose and watch the item appear in the board. From then on we watch it for you.
When monday.com or Pipedrive changes its API, we fix it within a working day. You don't get a ticket to solve.
- Everything in the table above, with monitoring on.
- Fixes when either app changes its API.
- A person on live chat, replies within a working hour.
- Custom logic beyond the table is priced separately.
No setup fee, cancel any month
Before you decide
Which deals create work?
The ones that reach a stage you name. Most teams start at won, then add a second trigger once they see it working.
Does delivery have to open the CRM?
No, that is the point. Everything they need lands on the item: the customer, the amount, the notes. Sales gets the finish date back without asking for a status update.
Can delivery see the deal value?
Only if you want them to. The numbers column is optional, and plenty of teams map the customer and the dates across while leaving the money in Pipedrive where the sales team keeps it.
What if delivery works on several boards?
Then map the stage or the product to a board while connecting. A won deal for design and a won deal for installation rarely belong on the same board, and pretending they do is how a board ends up abandoned.
Anything to know about monday.com?
The API is GraphQL and priced by complexity, so a big backfill arrives in steps rather than all at once, while day to day changes are immediate.
Anything to know about Pipedrive?
The API token belongs to your user, so deals and notes appear under your name unless you make a dedicated user for the integration.
What if mine is a bit different?
Tell us what should go where in plain words. Small changes to the rules above are usually free; bigger ones we price the same day and build into the same account.
