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How Zapier works

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

Select a trigger from monday.com

A trigger is an event that starts your Zap and runs the workflow. For example, with monday.com, a trigger could be "Any Column Value Changed in Board."
A trigger is the event that kicks off your automated workflow.

Setup an action from Pipedrive

An action is what takes place after the automation is triggered. For example, with Pipedrive, the action could be "Add Label to Person."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected monday.com to Pipedrive

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Triggers and actions are the main components of every automated 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

Make work flow with AI

Level up your monday.com to Pipedrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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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.

Connect monday.com and Pipedrive 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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 ID
      Required
    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search
    New Board

    Triggers when a new board is created.

    Trigger
    Scheduled
    Try It
    • Board ID
      Required
    • Column IDs
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search
    New User

    Triggers when a new user joins your monday.com account.

    Trigger
    Scheduled
    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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    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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