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 we switch it on for you.

Ask us to connect it Mine is a bit different

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

How to set up monday.com and Pipedrive

A few minutes of your time, then it's ours.

Choose monday.com and Pipedrive

Press Connect. This pair is already selected on the checkout page at $39 a month, and there's nothing else to pick.
Pay and open your account

Card or invoice, about two minutes. The account opens with this integration waiting for its two keys.
3
Paste the monday.com API token and the Pipedrive API token
- monday.com API token: in monday.com press your profile picture in the top right and select Developers. The Developer Center opens in a new tab. Full monday.com guide
- Pipedrive API token: in Pipedrive open your profile picture, then Personal preferences, then API. Full Pipedrive guide
Each screen carries the full guide with the exact menu names, about four minutes for both.
We check both keys

Each key is checked against monday.com's and Pipedrive's own API the moment you paste it. If one doesn't pass, the screen says what to fix, and a person joins the chat if that isn't enough.
Win one test deal, then we switch it on

A 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. A person checks the setup and switches it on, within a working day.

When monday.com or Pipedrive changes its API, we fix it within a working day. You don't get a ticket to solve.

$39a month

Everything in the table above, with monitoring on.
Fixes when either app changes its API.
A person on live chat, weekdays 10:00 to 19:00 EET.
Custom logic beyond the table is priced separately.

Ask us to connect it

What it will cost once you can switch it on yourself. While we're in beta we connect it by hand and don't charge for it.

Ways to connect monday.com and Pipedrive

Two ways people connect these two, and what each one asks of you.

Zapier or MakeDovetly

Who sets it upYou, one step at a time in the scenario editorAlready built. You paste two keys and we switch it on.

Who fixes it when it breaksYou: the scenario is yours, so the fix is tooWe do, within a working day, and we watch it

What you need to knowTriggers, actions, filters and how the fields of monday.com and Pipedrive mapWhere the two keys are. The guide shows it.

PriceSet by the builder's plan, counted in tasks or operations$39 a month, flat, whatever the volume

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 within a working day and build into the same account.