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Get started with monday Integrations

 

Why set up an integration?

Ever feel like you're working on too many platforms? Do you want to be able to consolidate your work? We have the solution!  🙌

With Integrations, you can turn your monday.com account into your personal work hub! Our Integrations allow you to seamlessly connect monday.com to external platforms. This is done by using predefined Integration flows that we've created for you to choose from.

 

Tip: Want to make monday.com your work hub? Sign up for an on-demand webinar!

 

 

How to add an Integration

To add an Integration, go to the board you want to create an Integration for and click on the Integrate button located on the upper right of your screen.Group 64 - 2024-10-31T133918.405.png

 

This will open up the Automation center, where you'll find all of the available integrations represented by their respective banners:

Screenshot 2024-10-31 at 13.17.12 1.png

 

How to set up an integration

Once you've chosen the platform and integration flow you'd like to set up, you will need to add your parameters.

Anywhere in the flow which is underlined is a parameter. For our example, we will take a look at the Github integration. Let's say that whenever a pull request is "opened in repository", based on the conditions we set, a new item will be created in a predefined group.Screenshot 2024-10-31 at 17.17.50 1.png

 

How to map conditions

When setting up an integration, you can select which data will be mapped into each column:Screenshot 2024-10-31 at 17.19.55 1.png

    

How to edit or delete an integration

Once you have added integrations to your board, click on the Board Automations tab in the Automation center for a list of all of your integration flows (which will be listed with any other automations you have already set up).

On an active template, you can toggle it on and off using the switch icon. You can also use the three-dot menu to the right of the switch icon to access the pencil icon to edit the template, the copy icon to duplicate it, the trash can to delete it entirely, and more.Group 64 - 2024-10-31T172611.983.png

 

Managing an integration connection

To manage your integration connections, click on the Connections tab in the Automation center. There you'll see all of the apps that you're connected to. Choose which connection you want to manage and click on the three dot menu on the right.Group 64 - 2024-10-31T173004.590.png 

If you want to change the account using the app integration, click on Reconnect. From there, you'll be able to choose a different email to connect.

You can also remove an integration completely by click on Delete.Screenshot 2024-10-31 at 17.31.33 1.png

Tip:  Click on the Usage tab located on the top right of the integration screen, to track cross-board integration usage.
 
 

Want to learn about all of the integrations we offer? Take a look:

 

Communication 

Communication integrations

Are you looking to connect your inbox with your monday.com workflows? With the Gmail integration, you can transform emails into action items, and automatically align everyone to stay seamlessly connected. 

Are you looking to connect your inbox with your monday.com workflows? With the Outlook integration, you can transform emails into action items, and automatically align everyone to stay seamlessly connected. 

Make sure your entire company is collaborating, managing, building, and growing from one single hub using this quick and easy integration! 

LinkedIn is a social platform geared for professionals, businesses, and employment opportunities. Now, you can directly integrate with your LinkedIn account and create and share posts directly out of monday.com!

Now you can integrate Mailchimp with monday.com and instantly update your mailing lists and seamlessly get statistics about campaign performance right inside your boards! 

With our brand new MS Teams integration, you are now able to instantly turn updates, new items, and changes from a specific item into messages in MS Teams so everyone will have the most up-to-date information and be able to work from both platforms and stay synchronized!  

Instantly turn updates into messages in Slack so everyone will have the most up-to-date information and be able to work from both platforms and stay synchronized!

Stay up to date on changes made in Todoist without leaving your monday.com boards. Create one centralized location for all of your projects and optimize your workflow! 

Reach out and connect with your clients, employees, freelancers, and managers via Phone calls & SMS!

 

Customer Support

Customer support integrations

Are you looking to pull Lead, Company, or Candidate data into your monday.com account? With the Clearbit integration, you can enrich your account with the necessary data for company growth. 

JotForm helps you create custom online forms and collect important data in a simple way. And now, you can gather all the information from the JotForm forms on your monday.com boards to better manage leads, distribute surveys, collect payments, and much more. 

Get all your SurveyMonkey results in your monday.com account to help facilitate lead management and implement these responses into your workflow!      

Get all of your insights from Typeform organized in your monday.com account by converting them into workflows to better manage leads, orders, projects, and more... 

With our Zendesk integration, you can connect your support team to your product, engineering, and sales teams and streamline valuable user requests to your entire company.

 

Marketing

Marketing integrations

Are you looking to pull Lead, Company, or Candidate data into your monday.com account? With the Clearbit integration, you can enrich your account with the necessary data for company growth. 

Ads Manager is a Facebook tool used to create, manage, and track your Facebook ad campaigns. You can now use monday.com to integrate with Facebook Ads to manage your campaigns and your work all in one place.

With the help of this monday.com integration, you can have all your leads, contacts, and companies managed on monday.com. Make sure your entire company is collaborating, managing, building, and growing from one single hub using this quick and easy integration! 

You can directly integrate with your LinkedIn account and create and share posts directly out of monday.com!

Now you can integrate Mailchimp with monday.com and instantly update your mailing lists and seamlessly get statistics about campaign performance right inside your boards! 

Get all your SurveyMonkey results in your monday.com account to help facilitate lead management and implement these responses into your workflow!

Get all of your insights from Typeform organized in your monday.com account by converting them into workflows to better manage leads, orders, projects, and more... 

 

E-commerce

E-commerce integration

You can integrate all your registrant's data into your monday.com account as well to gather even more insights from your events data, send feedback requests, follow-up invitations, and more! 

 

Software Development

With the monday.com integration with GitHub, you can supercharge GitHub's task-management capabilities and discuss builds with your team before they enter your codebase.

Our Gitlab integration will allow you to track your team's deploys and open issues directly on monday.com. Manage your bugs backlog in monday.com and seamlessly sync it with Gitlab, and track your recent releases so your client-facing teams can share your product's journey with your users. 

Need a way to manage tasks, issues, and bugs in your Jira Cloud and monday.com? Now you can with our Jira integrated monday.com automations!

With this integration, you are able to manage your tasks, issues, and bugs from your Jira Server account in your monday.com account! Have everything that's important to you in one place and make sure you and your team are on top of everything that you have going on!

 

Finance

Finance integrations

You can now integrate all of your data tracked in Harvest with your monday.com account to trigger actions between the two platforms and combine the management of projects with the capabilities of Harvest so you're sure you're not missing any details.

Businesses of every size—from new startups to public companies—use the Stripe software to accept payments and manage their businesses online. Now you can take a step further and pull these charges into monday.com so that your team can take this information to the next level. 

With the Toggl integration, you can get all of your insights from Toggl into your monday.com account and better manage your time spent on tasks, invoices, projects and more... 

 

CRM

CRM integrations

Copper is a CRM tool that lives natively within G-suite and you can integrate with it via monday.com 

Streamline all of your insights from Pipedrive organized in your monday.com account by converting them into workflows to better manage deals, contacts, activity, and more...

With our Salesforce integration, you can streamline the customer relationship management process by incorporating valuable lead information into monday.com! 

 

More assistance

If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. You can consult and hire their services directly through our professional services online store.

 


 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.