Monday.com + Customerly Integration

Integrate Customerly to Monday.com in one click, or tell Integrately AI how you want each lead handled. Create a Monday.com item from every new Customerly lead, organise your project boards, notify your team, and track progress automatically.

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1.
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
  • Customerly
    Lead is created in Customerly Instant
  • Customerly
    User is created in Customerly Instant
  • Customerly
    User is tagged in Customerly Instant
  • Customerly
    User is unsubscribed in Customerly Instant
  • Customerly
    Lead converted to user in Customerly Instant
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2.
  • Monday.com
    Move item to group in Monday.com
  • Monday.com
    Move item to board in Monday.com
  • Monday.com
    Create item in Monday.com
  • Monday.com
    Get subitem by id in Monday.com
  • Monday.com
    Search multiple items in Monday.com
  • Monday.com
    Update group in Monday.com
  • Monday.com
    Search item in Monday.com
  • Monday.com
    Update item in Monday.com
  • Monday.com
    Get item details by id in Monday.com
  • Monday.com
    Create subitem in Monday.com
  • Monday.com
    Archive item in Monday.com
  • Monday.com
    Delete item in Monday.com
  • Monday.com
    Create update in Monday.com
  • Monday.com
    Create column in Monday.com
  • Monday.com
    Upload file to specific item in Monday.com
  • Monday.com
    Create board in Monday.com
  • Monday.com
    Archive board in Monday.com
  • Monday.com
    Create group in Monday.com
  • Monday.com
    Duplicate group in Monday.com
  • Monday.com
    Delete group in Monday.com
  • Monday.com
    Archive group in Monday.com
  • Monday.com
    Add user to board in Monday.com
  • Monday.com
    Add user to workspace in Monday.com
  • Monday.com
    Create tag in Monday.com
  • Monday.com
    Create workspace in Monday.com
  • Monday.com
    Add team to workspace in Monday.com
  • Monday.com
    Add team to board in Monday.com
  • Monday.com
    Search subitem in Monday.com
  • Monday.com
    Update subitem in Monday.com
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly

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Ready Workflows Ready Workflows for Customerly + Monday.com Integration

Capture leads, organise project boards, keep tasks updated, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Customerly + Monday.com Integration

Create Monday.com item for new Customerly contact

Customerly and Monday.com are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Customerly, do you also create a item in Monday.com? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Activate
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Customerly + Monday.com flow

Sync customer interactions with sales pipelines, project boards, and team alerts the moment your core automation finishes. Pick a combination and activate it in one click.

Monday.com
Customerly
+
IntercomIntercom (6)
+
SlackSlack (6)
+
Jira Software CloudJira Software Cloud (6)
+
HubSpotHubSpot (6)
+
GmailGmail (6)
+
TypeformTypeform (6)
I
M
C
Create a Monday.com item from every new Intercom conversation, and create a lead in Customerly
Intercom conversations instantly populate your Monday.com board and register a new lead in Customerly, removing manual data entry.
C
M
I
When a lead is created in Customerly, create a Monday.com item and send a support notification in Intercom
New Customerly leads instantly generate a Monday.com board item and trigger an Intercom message so support teams stay aligned.
I
C
M
When an Intercom ticket is resolved, update the user in Customerly and update the item in Monday.com
Resolved Intercom tickets update user profiles in Customerly and change board item statuses in Monday.com automatically.
I
C
M
Create a Customerly lead for every Intercom submission, and add a subitem in Monday.com
Intercom enquiries automatically register leads in Customerly and attach detailed subitems to your Monday.com board.
I
C
M
If an Intercom conversation is marked urgent, create a priority lead in Customerly and create an urgent item in Monday.com
Urgent Intercom conversations automatically create priority records in Customerly and high-priority items in Monday.com.
I
C
M
Use Claude to summarise every new Intercom ticket, save the summary in Customerly, and create an item in Monday.com
Claude generates structured summaries of Intercom tickets, updating Customerly records and creating actionable Monday.com items.

Supported triggers and actions for Monday.com and Customerly

Mix and match to build the exact automation you need

Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
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Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
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Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
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Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
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Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
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Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
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Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
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Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
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Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
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Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
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Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
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Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
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Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
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Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
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Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
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Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
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Update is created in Monday.com
Triggers the automation when an update is created
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Board is created in Monday.com
Triggers the automation when a new board is created
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User joins in Monday.com
Triggers the automation when a new user joins the platform
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Move item to group in Monday.com
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Move item to board in Monday.com
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Create item in Monday.com
Generates a new item
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Get subitem by id in Monday.com
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Search multiple items in Monday.com
Locates and retrieves items information
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Update group in Monday.com
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Search item in Monday.com
Locates and retrieves particular item information
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Update item in Monday.com
Updates an item with new information
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Get item details by id in Monday.com
Retrieves detailed information of a item using its id
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Create subitem in Monday.com
Creates a new subitem
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Archive item in Monday.com
Store an item for future reference
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Delete item in Monday.com
Removes the selected item
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Create update in Monday.com
Creates a new update
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Create column in Monday.com
Adds a new column to a dataset or spreadsheet
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Upload file to specific item in Monday.com
Uploads a file to a item within a system
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Create board in Monday.com
Generates a new board
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Archive board in Monday.com
Archive board to store historical data
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Create group in Monday.com
Creates a new group based on particular criteria
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Duplicate group in Monday.com
Creates a copy of an existing group
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Delete group in Monday.com
Removes a particular group from the system
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Archive group in Monday.com
Archives a particular group for future reference
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Add user to board in Monday.com
Adds a user to a board
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Add user to workspace in Monday.com
Adds a user to the particular workspace
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Create tag in Monday.com
Generates a new tag
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Create workspace in Monday.com
Creates a new workspace
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Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
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Add team to board in Monday.com
Adds a team to the board
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Search subitem in Monday.com
Automatically searches for a specific subitem
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Update subitem in Monday.com
Automatically updates an existing subitem
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Customerly
Customerly Triggers & Actions
Instant
Lead is created in Customerly
Triggers the automation when a new lead is created
Try it →
Instant
User is created in Customerly
Triggers the automation when a new user is created
Try it →
Instant
User is tagged in Customerly
Triggers the automation when a user is tagged
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Instant
User is unsubscribed in Customerly
Triggers the automation when a user is unsubscribed
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Instant
Lead converted to user in Customerly
Triggers the automation when a lead is successfully converted into a user
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Create user in Customerly
Generates a new user account
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Add tag to user in Customerly
Assigns a tag to a user based on particular criteria
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Create lead in Customerly
Generates new leads for potential customers
Try it →

What can you automate with Customerly + Monday.com?

Streamline your customer operations by connecting every customer engagement event directly to your project management workflows.

What you can automate?
🔄
Create Monday.com items from new Customerly leads
Automatically generate a new Monday.com board item the moment a prospective lead registers in Customerly, ensuring your project team has instant visibility into incoming business opportunities.
📋
Capture every submitted custom field in one row
Map all available Customerly lead properties and custom attributes directly into separate Monday.com item columns instead of just names and emails, making your project boards richer and more actionable.
🔔
Notify the right team member instantly
Trigger automated team alerts in your communication channels the second a high-value customer action occurs in Customerly, enabling rapid follow-up and zero response delay.
🔀
Route records based on submitted criteria
Evaluate lead tags and custom field data upon creation to route high-value accounts to priority Monday.com boards while standard leads follow normal project paths.
🔄
Keep project boards updated as user statuses change
Automatically update Monday.com board item statuses and column values whenever user engagement tags or subscription states shift in Customerly.
🔍
Search and update instead of creating duplicates
Check existing Monday.com boards for matching client records before creating new items, updating existing tasks with fresh Customerly data to maintain clean project boards.
⚙️
Handle later status changes and cancellations
Automate board item archiving, group movements, or status updates when a Customerly user unsubscribes, converts, or completes an engagement cycle.
🌐
Extend your workflow with powerful third-party apps
Connect your core Customerly and Monday.com automation to team messaging tools, customer support queues, or document storage platforms for a fully integrated business stack.
And much more...

Who is Customerly + Monday.com integration for?

Teams managing customer engagement and project workflows rely on this integration to eliminate manual handoffs, keep data synchronised, and accelerate execution across departments.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Project managers
Project managers
Customer success teams
Customer success teams
Operations leads
Operations leads
Data analysts
Data analysts
📈
Performance marketers
You're running marketing campaigns across multiple channels but your project tracking board only updates when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new lead lands in the board instantly and your data stays current.
⚡
Sales development reps
You rely on rapid outreach to convert inbound prospects, but leads sitting in your CRM take hours to reach your project management board where tasks are assigned, causing missed response windows — automating both apps means every lead generates a task immediately and your team engages prospects without delay.
📋
Project managers
You coordinate complex client onboarding schedules, but keeping your Monday.com board aligned with incoming Customerly user signups requires endless manual copying, leading to outdated project timelines — connecting these apps means every signup populates your board instantly and project schedules remain accurate.
🎯
Customer success teams
You manage high volumes of customer accounts, but tracking engagement updates across your CRM and project boards by hand creates blind spots in your retention pipeline — this integration means every user status change updates your boards automatically and your team spots account risks early.
🤝
Operations leads
You depend on accurate data handoffs between marketing intake and project execution, but manual entry errors constantly disrupt your workflow tracking — integrating these apps means every customer record flows into your project boards error-free and operations run smoothly.
📊
Data analysts
You build reports on customer acquisition and project delivery, but fragmented data between Customerly and Monday.com leaves persistent gaps in your historical records — automating both apps means every interaction is logged reliably and your performance reporting stays complete.
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Why choose Integrately to automate Monday.com + Customerly

Build and manage your Monday.com + Customerly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Monday.com + Customerly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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20M+ Ready Automations
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AI that builds your automations
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24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
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Frequently Asked Questions

How do I connect Customerly to Monday.com?
Frequently Asked Questions
You can connect Customerly to Monday.com in one click using Integrately. Choose from ready automation templates or ask Integrately AI to build your custom workflow connecting Customerly, Monday.com, and 1,500+ other apps.
Can I automatically create Monday.com items from new Customerly leads?
Frequently Asked Questions
Can I connect Customerly, Monday.com, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Customerly and Monday.com?
Frequently Asked Questions
How are customer leads synced from Customerly to Monday.com?
Frequently Asked Questions
Can Monday.com track updates when a Customerly user is tagged?
Frequently Asked Questions
Do I need coding skills to automate Customerly and Monday.com?
Frequently Asked Questions
Is the Customerly and Monday.com integration free?
Frequently Asked Questions
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Sync Monday.com with financial, storage, and reporting tools to keep project data working across your stack.
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