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monday CRM logomonday CRM
CRM

Custom software that works with monday CRM

monday.com is popular for running projects, and monday CRM brings sales onto the same boards. Connecting it means leads and jobs arrive on the right board without anyone copying them.

Discuss your project

Jobs a monday CRM connection can take off your plate

  • Website enquiries become items on your leads board with every detail filled in
  • Won deals create the project board and first tasks automatically
  • Updates from other systems move items between groups

These are examples of what's possible. Your project starts with how your business works, not this list.

How it connects

monday.com has a GraphQL API covering boards, items and columns, authenticated with a token or app you approve, and webhooks for changes.

Good to know

  • Board and column setup is mapped first, so automations land in the right place.
  • API limits depend on your monday plan. Normal business volumes are well inside them.

Often connected alongside

Xero

Quotes become invoices, and paid invoices move the job along on their own.

Microsoft 365 logoMicrosoft 365

Work-account sign-in, Outlook calendars, Teams alerts and SharePoint files, from one app.

Stripe

Deposits, card payments and recurring billing built into your own booking or portal.

WordPress

Your WordPress site's forms connected to your CRM, with every lead followed up automatically.

Mailchimp

Customers and leads added to the right Mailchimp audience and tags automatically.

ServiceM8 logoServiceM8

Website enquiries, quotes and job updates flowing in and out of ServiceM8.

Zapier

When Zapier is enough, when it isn't, and how to make what you've built reliable.

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