Monday Connector
interactive features

Monday Connector

by Onespace Tech

interactive features
interactive features

Sync Pipedrive deals, people, and organizations to Monday.com automatically. Eliminate manual work and keep teams aligned with real-time updates.

Manage my projects, Automate my pipeline and data

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot

Description

Eliminate Manual Work Between Pipedrive and Monday.com

Monday Connector syncs your Pipedrive deals, contacts, and organizations directly to Monday.com project boards, so sales-to-delivery handoffs happen automatically. No more copying data, missed details, or delays.

Why Teams Choose Monday Connector

Work Inside Pipedrive See linked Monday.com items in your Pipedrive sidebar. Create, edit, and manage Monday items for deals, people, and organizations without leaving your CRM.

Smart Automation Rules Set up rules once. Create Monday.com items when deals move to "Won," contacts reach specific stages, or custom conditions are met, as a one-time creation or a continuous sync that updates Monday in seconds.

Sync Everything That Matters

  • File Attachments: Sync deal files to Monday.com items
  • Comments & Updates: Keep conversations in sync
  • Custom Field Mapping: Map any Pipedrive field to any Monday.com column
  • Multi-Entity Support: Deals, people, and organizations

Simple Usage Automation rules are included with the Professional plan, with 500 automated item creations per seat per month (100 during the free trial). Only items created by automation rules count; updates and manual creations never do. Your allowance resets monthly on your subscription anniversary, and unused items don't roll over. Track it anytime in Settings, and add seats to raise it.

Start your 21-day free trial today. No credit card required.

Features

Panels

Panels

Instantly see and interact with Monday Connector as you dive into the details of your deals/contacts in Pipedrive.

Linked Items in Monday

Locations:deal detailsorganization detailsperson details

Pop-up windows

Pop-up windows

Tackle complex tasks in Monday Connector without leaving Pipedrive via their customized pop-up windows.

Link Monday Item

Locations:deal detailsperson detailsorganization details

Add comment

Edit Monday Item

Create Monday Item

Locations:deal detailsorganization detailsperson details

Installation instructions

Getting Started with Monday Connector

Step 1: Install the App

Click "Install" and authorize the app to access your Pipedrive account. You'll be redirected to complete the setup.

Step 2: Connect Your Monday.com Account

  • Click "Connect to Monday.com" in the Settings panel
  • Log in to your Monday.com account and authorize access

Step 3: Configure Your Workspace & Board

  • Select the Monday.com workspace where you want to sync data
  • Choose the board where Pipedrive deals, contacts, or organizations will be synced

Step 4: Link Items Manually

  • Open any Pipedrive deal, contact, or organization
  • Use the Monday.com sidebar to create and link a Monday.com item, or link to an existing one
  • Available on all plans

Step 5: Automate the Sync (Professional Plan)

  • Define a trigger: choose an entity (Deal, Person, or Organization) and an event (Created, Updated, or Deleted)
  • Add conditions — e.g., "Deal stage = Won" or "Deal value > $10,000" — using the condition builder.
  • Choose an action: create a Monday.com item once, or create and continuously sync it.
  • Map Pipedrive fields to Monday.com board columns (e.g., Deal Value → Budget) as part of the rule.

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