How to boost productivity with 21 essential Monday.com integrations
Explore the top 21 Monday.com integrations. Unlock endless possibilities for collaboration, automation, and data synchronization.
EngageBay CRM + Monday.com Integration
Integrate EngageBay CRM to Monday.com in one click, or tell Integrately AI how you want each lead handled. Enrich and qualify leads, create items in your boards, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in EngageBay CRM- Contact is updated in EngageBay CRM
- Owner is created in EngageBay CRM
- Deal is created in EngageBay CRM
- Deal is updated in EngageBay CRM
- Form is submitted in EngageBay CRM
- List is created in EngageBay CRM
- Company is created in EngageBay CRM
- Company is updated in EngageBay CRM
Sub-item is created in Monday.com Instant- Item is created in board in Monday.com Instant
- Specific column value is changed on board in Monday.com Instant
- Column value is changed on board in Monday.com Instant
- Item is moved to specific group in Monday.com Instant
- Update is created in Board in Monday.com Instant
- Sub-item column value is changed on board in Monday.com Instant
- Item is moved to any group in Monday.com Instant
- Item is deleted in board in Monday.com Instant
- Item name is changed in Monday.com Instant
- Column is created for item in Monday.com Instant
- Item is archived in board in Monday.com Instant
- Item is restored in board in Monday.com Instant
- Sub-item name is changed in Monday.com Instant
- Comment is added to subitem in Monday.com Instant
- Sub-item is moved in Monday.com Instant
- Sub-item is archived in Monday.com Instant
- Sub-item is deleted in Monday.com Instant
- Update is created in Monday.com
- Board is created in Monday.com
- User joins in Monday.com
2.
- Create a contact in EngageBay CRM
- Update contact in EngageBay CRM
- Search contact by email in EngageBay CRM
- Add tag to a contact in EngageBay CRM
- Remove tag from contact in EngageBay CRM
- Search contact in EngageBay CRM
- Add contact to a form in EngageBay CRM
- Create a company in EngageBay CRM
- Search company in EngageBay CRM
- Move item to group in Monday.com
- Move item to board in Monday.com
- Update group in Monday.com
- Search multiple items in Monday.com
- Get subitem by id in Monday.com
- Create item in Monday.com
- Search item in Monday.com
- Update item in Monday.com
- Get item details by id in Monday.com
- Create subitem in Monday.com
- Archive item in Monday.com
- Delete item in Monday.com
- Create update in Monday.com
- Create column in Monday.com
- Upload file to specific item in Monday.com
- Create board in Monday.com
- Archive board in Monday.com
- Create group in Monday.com
- Duplicate group in Monday.com
- Delete group in Monday.com
- Archive group in Monday.com
- Add user to board in Monday.com
- Add user to workspace in Monday.com
- Create tag in Monday.com
- Create workspace in Monday.com
- Add team to workspace in Monday.com
- Add team to board in Monday.com
- Search subitem in Monday.com
- Update subitem in Monday.com
Trusted by experts at...
Ready Workflows for EngageBay CRM + Monday.com Integration
Capture leads, organise responses, keep boards updated, alert your team, and send follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your EngageBay CRM + Monday.com flow
Send follow-up emails, alert team channels, and sync customer billing data across your entire stack. Pick a combination and activate it in one click.
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Gmail (3)
Gmail (3) +
Slack (3)
Slack (3) +
Mailchimp (3)
Mailchimp (3) +
Calendly (3)
Calendly (3) +
Stripe (3)
Stripe (3) +
Zoom (3)
Zoom (3) E
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Add every new EngageBay CRM contact to your Monday.com board, and send a welcome email in Gmail
New EngageBay CRM contacts appear in your Monday.com board within seconds and a welcome email goes out via Gmail, so manual data entry is eliminated.
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When an EngageBay CRM deal is created, create a Monday.com item and notify your manager in Gmail
New deals in EngageBay CRM instantly create Monday.com project items and dispatch notification emails via Gmail.
E
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When an EngageBay CRM form is submitted, create a Monday.com item and send a confirmation via Gmail
Form submissions in EngageBay CRM instantly build Monday.com items and trigger automated Gmail acknowledgements.
Supported triggers and actions for EngageBay CRM and Monday.com
Mix and match to build the exact automation you need
EngageBay CRM Triggers & Actions
Monday.com Triggers & Actions
Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
Try it → Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
Try it → Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
Try it → Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
Try it → Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
Try it → 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
Try it → Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
Try it → Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
Try it → Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
Try it → Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
Try it → Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
Try it → Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
Try it → Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
Try it → Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
Try it → Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
Try it → Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
Try it → What can you automate with EngageBay CRM + Monday.com?
Streamline your sales and project tracking workflows with automated data transfers between EngageBay CRM and Monday.com.
📋
Create Monday.com items from EngageBay CRM contacts
Automatically generate a new Monday.com item whenever a contact is created in EngageBay CRM. Eliminate manual copy-pasting between your marketing tools and project boards.
📝
Capture every submitted form field
Map all available EngageBay CRM form submission details directly into separate Monday.com item columns. Your project boards become comprehensive sources for team review.
🔔
Alert your team instantly on key events
Notify team members immediately when high-value deals are created or updated in EngageBay CRM. Keep everyone informed without manual check-ins.
🔀
Route records based on submitted criteria
Send contacts to specific Monday.com boards or groups depending on deal values or form selections in EngageBay CRM. Automate your entire routing workflow.
🔄
Keep project boards updated as deals change
Automatically update existing Monday.com items whenever deal stages or contact details change in EngageBay CRM. Maintain complete data accuracy across systems.
🔍
Search and update instead of creating duplicates
Check existing Monday.com boards before creating new items by searching records by email or ID from EngageBay CRM. Prevent clutter and duplicate entries.
💳
Manage status changes for closed deals
Trigger board updates or archive items in Monday.com when deals are won, lost, or completed in EngageBay CRM. Keep project workflows aligned with revenue milestones.
🌐
Extend your workflow to external apps
Connect your EngageBay CRM and Monday.com flow with Gmail, Slack, or Mailchimp to trigger multi-step actions across your business stack automatically.
And much more...
Who is EngageBay CRM + Monday.com integration for?
Connecting EngageBay CRM and Monday.com eliminates manual data entry, keeping project boards synchronized with sales pipelines and marketing contacts in real time.
Performance marketers
Sales representatives
Account managers
Operations leads
Project managers
Customer success teams
📈
Performance marketers
You're running marketing campaigns and capturing contacts in EngageBay CRM, but your project boards only update when someone manually exports leads, so your tracking counts are always outdated — with this integration, every new contact lands in Monday.com instantly and your campaign data stays current.
⚡
Sales representatives
You need to act fast when prospects submit enquiries in EngageBay CRM, but manual notification delays cause you to find out too late — with this integration, every deal creation builds a Monday.com item immediately and alerts your team without manual checking.
📊
Account managers
You answer to clients who want to see active progress on their onboarding boards, but scattered CRM data makes status updates slow — with this integration, every client milestone in EngageBay CRM updates your Monday.com board automatically.
🔄
Operations leads
The volume of inbound form submissions and new contacts is too high for anyone to keep up by hand, leading to missed tasks — with this integration, every EngageBay CRM form submission populates Monday.com items reliably at any scale.
🤝
Project managers
You own the project kickoff stage and depend on sales reps to hand over closed deals, but manual handoffs get delayed — with this integration, every won deal in EngageBay CRM creates your Monday.com project item the moment it closes.
🗂️
Customer success teams
You need a reliable history of customer interactions across your CRM and project boards, but keep finding gaps in your records — with this integration, every contact and deal update syncs across EngageBay CRM and Monday.com without omissions.
Did you know?
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Why choose Integrately to automate EngageBay CRM + Monday.com
Build and manage your EngageBay CRM + Monday.com automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect EngageBay CRM + Monday.com with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
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
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
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?
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Frequently Asked Questions
How do I connect EngageBay CRM to Monday.com?
You can connect EngageBay CRM to Monday.com instantly using 1-click automations on Integrately, with support for Gmail, Slack, and Mailchimp. Start with a ready template or ask Integrately AI to build your custom workflow.
Can I automatically create Monday.com items from new EngageBay CRM contacts?
Can I connect EngageBay CRM, Monday.com, and Slack?
What is a good Zapier alternative for EngageBay CRM and Monday.com?
How are new contacts handled between EngageBay CRM and Monday.com?
Can I update Monday.com items when EngageBay CRM deals change stages?
Do I need coding skills to automate EngageBay CRM and Monday.com?
Is the EngageBay CRM and Monday.com integration free?
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