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monday.com 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. How does it work? Keep reading to find out. 

 

Tip: Want to make monday.com your work hub? Click here 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 integration icon located on the upper left of your screen.

integration.pngYou will get to our Integrations center as seen below: 

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Under "Add Integration," you'll be able to find a list of the platforms we currently connect with.

 

 

How to set up an integration?

Once you've picked 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, I'm using our Github integration. So, 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
 
git_recipe.png
 
 

How to map your conditions?

When setting your integration, you can select which data will be mapped into each column:

git_mapping.png   

What's the Integration Column?

When creating a mapping based integration, the integration column will be added automatically with the tip that will explain the column purpose, to maintain the connection between the parameters in both apps:

new_integrations_column.png

Woohoo! It's that easy 👍
 
 

How to edit or delete an Integration?

Once you have added integrations to your board, click on "Active Integrations" for a list of all of your integration flows. On an active integration, toggle the integration on and off using the switch icon. You can also use the pencil icon to edit the integration, the plug icon to edit the platform login credentials, or the trash can to delete it entirely.
 
active_integrations.png
 
Tip:  Click "Account Usage," located on the bottom left of the integration screen, to track cross-board integration usage.
 
 
Let's now dive into all the different integrations we offer. 
 
 

Communication 

Are you looking to connect your inbox with your monday.com workflows? 

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

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 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

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 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 in 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

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! 

Shopify is an e-commerce platform for online stores and retail point-of-sale systems that offers online retailers of a suite of services to help them operate their online store.

With our WooCommerce integration, you can get a high-level view of your store and automatically track your products, inventory, and orders all in one place. 

 

Software Development

With our monday.com and Bitbucket integration, you can track your deploys in one place, never miss a release or have to hunt down a feature owner again!  

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 in 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, 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

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

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! 

 

Suggest your own

Is there a platform you'd like to see monday.com integrate with? You can now suggest new integrations and integration flows right from within your monday.com account 👏

To add a suggestion, go to any board and click on the "New" button located on the upper left of the board. Select "Integration" from the drop-down, and scroll down to the bottom of the integration screen. Click "Suggest your own" and fill out the form. 

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It's that easy 😀 

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. If you're interested, please fill out this form and someone will be in touch shortly!

 

If you have any further questions about Integrations, please feel free to contact Customer Success at [email protected]