Connect monday.com with Pipedrive
Unlock the superpowers of monday.com + Pipedrive and automate your tasks without having to write a single line of code.
monday.com and Pipedrive
your way
Check out the available triggers and actions in the integration of apps monday.com + Pipedrive and build your automation
New item
For each created element on monday.comTrigger
Element ID
Element name
Creation date
Update date
Frame ID
Frame name
ID to group
Group's name
Group color
Created deal
For each created deal on PipedriveTrigger
deal ID
deal status
Deal name
deal ID customer
deal email customer
deal customer name
deal customer first name
deal customer Last name
main phone deal customer
deal amount
organization id
organization name
organization address
organization address: subpremise
organization address: number
organization address: street
organization address: Neighborhood
organization address: location
organization address: Municipality
organization address: State
organization address: Country
organization address: Zip Code
organization full formatted address
expected close date
date the deal was won
date the deal was lost
reason for loss
date the deal was created
coin
name of products
discount on products
Sum of product discounts
Quantity summary of deal products
Unit price summary of deal products
Sum summary of deal products
deal creator id
name of the deal creator
deal creator email
ID of the person responsible for the deal
name of the person responsible for the deal
email of the person responsible for the deal
date the deal was updated
ID is the stage
Step name
Pipeline ID
Pipeline name
date on which the deal changed stage
customer: total open deals
customer: total deals won
customer: total lost deals
organization: total open deals
organization: total deals won
organization: total lost deals
deal observations
deal files
Total quantity of items
Created contact
For each created contact on PipedriveTrigger
Contact id
Contact owner id
Contact owner name
Contact owner email
Contact organization name
Contact Organization Owner Id
Address of the contact organization
Contact organization owner name
Contact's full name
Contact's first name
Contact last name
Contact creation date and time
Contact's first email
First contact phone number
Contact email list
Contact phone list
Date and time the contact was created (in the format dd/mm/yyyy hh:mm:ss)
Negotiation with a specific status with attachments
Each deal with attachments at a specific status in PipedriveTrigger Premium
deal ID
deal status
deal title
deal client ID
deal client email
deal client name
deal client first name
deal client last name
deal client postal address
deal client main phone
deal value
organization ID
organization name
organization full address
organization address: subpremise
organization address: number
organization address: street
organization address: neighborhood
organization address: locality
organization address: city
organization address: state
organization address: country
organization address: postal code
organization formatted address
expected close date
deal won date
deal lost date
loss reason
deal creation date
currency
product names
product discounts
total product discounts
product quantity summary
product unit price summary
product total summary
deal creator ID
deal creator name
deal creator email
deal owner ID
deal owner name
deal owner email
deal update date
stage ID
stage name
pipeline ID
pipeline name
stage change date
deal client: total open deals
deal client: total won deals
deal client: total lost deals
organization: total open deals
organization: total won deals
organization: total lost deals
deal notes
deal files
total item count
Deal attachments: Single zipped file
Deal attachments: Attachment names
Element status modified
When the status of an element is modified on monday.comTrigger
Element ID
Element name
Creation date
Update date
Frame ID
Frame name
ID to group
Group's name
Group color
Lost deal
For each lost deal on PipedriveTrigger
deal ID
deal status
Deal name
deal ID customer
deal email customer
deal customer name
deal customer first name
deal customer Last name
main phone deal customer
deal amount
organization id
organization name
organization address
organization address: subpremise
organization address: number
organization address: street
organization address: Neighborhood
organization address: location
organization address: Municipality
organization address: State
organization address: Country
organization address: Zip Code
organization full formatted address
expected close date
date the deal was won
date the deal was lost
reason for loss
date the deal was created
coin
name of products
discount on products
Sum of product discounts
Quantity summary of deal products
Unit price summary of deal products
Sum summary of deal products
deal creator id
name of the deal creator
deal creator email
ID of the person responsible for the deal
name of the person responsible for the deal
email of the person responsible for the deal
date the deal was updated
ID is the stage
Step name
Pipeline ID
Pipeline name
date on which the deal changed stage
customer: total open deals
customer: total deals won
customer: total lost deals
organization: total open deals
organization: total deals won
organization: total lost deals
deal observations
deal files
Total quantity of items
Created activity
For each created activity on PipedriveTrigger
Activity: ID
Activity: Title
Activity: Creator ID
Activity: Description
Activity: 0 - Not done, 1 - Done
Activity: Due date ('dd/mm/yyyy - hh:mm:ss')
Activity: Parent activity ID
Activity: Assignee ID
Activity: Creation date ('dd/mm/yyyy - hh:mm:ss')
Activity: Update date ('dd/mm/yyyy - hh:mm:ss')
Activity: Completion date ('dd/mm/yyyy - hh:mm:ss')
Contact: ID
Contact: Full name
Contact: First name
Contact: Last name
Contact: Creation date and time
Contact: Primary email
Contact: Primary phone
Contact: Email list
Contact: Phone list
Company: ID
Company: Organization name
Company: Organization address
Company: Owner ID
Company: Owner name
Deal: ID
Deal: Title
Deal: Status
Deal: Creation date
Deal: Value without format
Deal: Value on format (reais)
Deal: Won deal date
Deal: Loss date
Deal: Stage ID
Deal: Stage name
Deal: Notes
Deal: Pipeline ID
Deal: Pipeline name
Deal: Products name
Deal: Products discount
Deal: Sum of product discounts
Deal: Product quantity summary
Deal: Product unit price summary
Deal: Product sum summary
Deal: Won date ('dd/mm/yyyy - hh:mm:ss')
Deal: Lost date ('dd/mm/yyyy - hh:mm:ss')
Deal: Creation date ('dd/mm/yyyy - hh:mm:ss')
Deal: Update date ('dd/mm/yyyy - hh:mm:ss')
Deal: Stage change date ('dd/mm/yyyy - hh:mm:ss')
Won deal
For each won deal on PipedriveTrigger
deal ID
deal status
Deal name
deal ID customer
deal email customer
deal customer name
deal customer first name
deal customer Last name
main phone deal customer
deal amount
organization id
organization name
organization address
organization address: subpremise
organization address: number
organization address: street
organization address: Neighborhood
organization address: location
organization address: Municipality
organization address: State
organization address: Country
organization address: Zip Code
organization full formatted address
Expected closing date of the deal
date the deal was won
date the deal was lost
reason for loss
date the deal was created
coin
name of products
discount on products
Sum of product discounts
Quantity summary of deal products
Unit price summary of deal products
Sum summary of deal products
deal creator id
name of the deal creator
deal creator email
ID of the person responsible for the deal
name of the person responsible for the deal
email of the person responsible for the deal
date the deal was updated
ID is the stage
Step name
Pipeline ID
Pipeline name
date on which the deal changed stage
customer: total open deals
customer: total deals won
customer: total lost deals
organization: total open deals
organization: total deals won
organization: total lost deals
deal observations
deal files
Total quantity of items
Deal reaches pipeline stage
When a deal reaches a certain stage in a pipeline on PipedriveTrigger
deal ID
deal status
Deal name
deal ID customer
deal email customer
deal customer name
deal customer first name
deal customer Last name
main phone deal customer
deal amount
organization id
organization name
organization address
organization address: subpremise
organization address: number
organization address: street
organization address: Neighborhood
organization address: location
organization address: Municipality
organization address: State
organization address: Country
organization address: Zip Code
organization full formatted address
expected close date
date the deal was won
date the deal was lost
reason for loss
date the deal was created
coin
name of products
discount on products
Sum of product discounts
Quantity summary of deal products
Unit price summary of deal products
Sum summary of deal products
deal creator id
name of the deal creator
deal creator email
ID of the person responsible for the deal
name of the person responsible for the deal
email of the person responsible for the deal
date the deal was updated
stage ID
stage name
pipeline ID
pipeline name
date on which the deal changed stage
customer: total open deals
customer: total deals won
customer: total lost deals
organization: total open deals
organization: total deals won
organization: total lost deals
deal observations
deal files
Total quantity of items
Negotiation reaches funnel stage with attachments
When a deal with attachments reaches a certain stage in a pipeline on PipedriveTrigger Premium
deal ID
deal status
deal title
deal client ID
deal client email
deal client name
deal client first name
deal client last name
deal client postal address
deal client main phone
deal value
organization ID
organization name
organization full address
organization address: subpremise
organization address: number
organization address: street
organization address: neighborhood
organization address: locality
organization address: city
organization address: state
organization address: country
organization address: postal code
organization formatted address
expected close date
deal won date
deal lost date
loss reason
deal creation date
currency
product names
product discounts
total product discounts
product quantity summary
product unit price summary
product total summary
deal creator ID
deal creator name
deal creator email
deal owner ID
deal owner name
deal owner email
deal update date
stage ID
stage name
pipeline ID
pipeline name
stage change date
deal client: total open deals
deal client: total won deals
deal client: total lost deals
organization: total open deals
organization: total won deals
organization: total lost deals
deal notes
deal files
total item count
Deal attachments: Single zipped file
Deal attachments: Attachment names
Create element
create an item on monday.comAction
Element name Required
Create or update deal
create/update a deal on PipedriveAction
Distribute new deal
Select sellers
Owner's email
Deal owner update logic
Update deals
Deal uniqueness criterion
Deal title Required
Expected closing date of the deal
Person unicity criteria
Customer name
Customer email
Deal amount
Product's name
Organization name
Deal label
Customer phone
Customer phone number 2
Address: city
Address: state
Contact's date of birth
Grades
Channel name
Currency referring to the amount
Create or update contact
create or update a contact on PipedriveAction
Person unicity criteria
Persons name Required
Person's email
Person's phone
Seller responsible for the person
Person's date of birth
Person's phone number 2
Organization name
Address: city of the organization
Address: organization state
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Automate monday.com and Pipedrive
with Pluga integrationsExplore automation templates
For each won deal on Pipedrive, create an item on monday.com
EXPLOREFor each created deal on Pipedrive, create an item on monday.com
EXPLOREWhen a deal reaches a certain stage in a pipeline on Pipedrive, create an item on monday.com
EXPLOREFor each created contact on Pipedrive, create an item on monday.com
EXPLOREFor each created activity on Pipedrive, create an item on monday.com
EXPLOREMiss an automation with this apps?
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Projectmonday.com is a project management and team work platform that allows creating custom workflows, managing tasks, tracking progress, and collaborating with teams.
Integrations with monday.com Visit monday.comPipedrive
CRMPipedrive is a sales management and CRM platform. The app helps businesses of all sizes organize and track the sales process, manage contacts, and close deals.
Integrations with Pipedrive Visit Pipedrive