Automate Pipedrive & Monday

Stop paying for mismatched spreadsheets. Sync data between Pipedrive and Monday in real-time, so you can manage your operations without the busywork.

Get This Workflow Built

Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Pipedrive"]
        T1(["Activity Filter Dynamic Dropdown"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Monday"]
        A1(["Archive Board"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff

When Pipedrive and Monday are not integrated, sales teams often find themselves manually entering deal information into Monday after closing a sale in Pipedrive. This results in lost data, such as deal values and customer details, which can lead to miscommunication between sales and project management teams. For instance, if a sales representative closes a deal worth $10,000 but forgets to update the project timeline in Monday, the project management team may allocate resources based on outdated information, wasting time and effort on misaligned priorities.

Top Ways to Automate Pipedrive & Monday

Seamless Lead Transfer: Automatically sync new leads from Pipedrive to Monday, ensuring your project teams have immediate access to the latest sales opportunities, enhancing collaboration and response times.
Real-Time Status Updates: Set up workflows that update project statuses in Monday based on deal progress in Pipedrive, providing your teams with real-time insights and enabling proactive management of resources.
Automated Task Creation: Trigger task creation in Monday when a deal reaches a specific stage in Pipedrive, ensuring that your project teams are always aligned with sales milestones and can act swiftly to meet client needs.

How to Build the Pipedrive → Monday Sync

In Pipedrive, set up a Standard Webhook that triggers on the 'deal.updated' event. This will notify your integration whenever a deal's status changes.
Configure the webhook to send a POST request to your server endpoint, for example, https://your-server.com/pipedrive-webhook. Ensure the payload includes the deal ID, value, and associated customer details.
On your server, parse the incoming JSON payload to extract the deal ID, value, and customer information.
Use the Monday REST API to create or update an item in a specific board. Send a POST request to https://api.monday.com/v2 with the following GraphQL mutation: `mutation { create_item (board_id: YOUR_BOARD_ID, item_name:

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in Pipedrive... Activity Filter Dynamic Dropdown

Do this in Monday Archive Board
When this happens in Pipedrive... Activity Matching Filter

Do this in Monday Archive Group
When this happens in Pipedrive... Activity Type Dynamic Dropdown

Do this in Monday Archive Item
When this happens in Pipedrive... Currency Dynamic Dropdown

Do this in Monday Create Board
When this happens in Pipedrive... Deal Fields Dynamic Dropdown

Do this in Monday Create Column

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I can see you're looking at mapping Pipedrive to Monday. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?