Freshworks CRM (Freshsales Suite) + Monday.com Integration

Integrate Freshworks CRM (Freshsales Suite) to Monday.com in one click, or tell Integrately AI how you want each deal handled. Track deals, manage projects, update boards, alert your team, and trigger follow-ups automatically.

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1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
  • 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
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2.
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)
  • 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
    Move item to board in Monday.com
  • Monday.com
    Move item to 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

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Ready Workflows Ready Workflows for Freshworks CRM (Freshsales Suite) + Monday.com Integration

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

Most popular automationsmost-popular-automations
Freshworks CRM (Freshsales Suite) + Monday.com Integration

Create Monday.com item for new Freshworks CRM (Freshsales Suite) contact

Freshworks CRM (Freshsales Suite) and Monday.com are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Freshworks CRM (Freshsales Suite), 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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Freshworks CRM (Freshsales Suite) + Monday.com Integration

Create Monday.com item for new Freshworks CRM (Freshsales Suite) task

Freshworks CRM (Freshsales Suite) provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Freshworks CRM (Freshsales Suite). Monday.com is a great tool for this.

All you need to do is - integrate Monday.com with Freshworks CRM (Freshsales Suite) to create item in Monday.com automatically when certain task occur in Freshworks CRM (Freshsales Suite). This can save you time by not having to manually create tasks in both systems.
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Freshworks CRM (Freshsales Suite) + Monday.com Integration

Create Monday.com item for new Freshworks CRM (Freshsales Suite) deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a item in Monday.com to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Freshworks CRM (Freshsales Suite)? Well now there is!

With our integration between Freshworks CRM (Freshsales Suite) and Monday.com, creating item in Monday.com is now easier than ever. Whenever a deal is created in Freshworks CRM (Freshsales Suite), you can automatically create a corresponding item in Monday.com to keep your team up-to-date.
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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 Freshworks CRM (Freshsales Suite) + Monday.com flow

Send email notifications, log payments, schedule meetings, and sync marketing campaigns across your entire stack. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Monday.com
+
GmailGmail (5)
+
CalendlyCalendly (4)
+
SlackSlack (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
StripeStripe (4)
G
F
M
Create a Freshworks CRM (Freshsales Suite) contact from every new Gmail message and add a Monday.com item
New email inquiries automatically generate Freshworks CRM (Freshsales Suite) contacts and Monday.com items without manual data entry.
F
M
G
When a deal is created in Freshworks CRM (Freshsales Suite), create a Monday.com item and send a welcome email in Gmail
New Freshworks CRM (Freshsales Suite) deals instantly create tracking items in Monday.com and trigger welcome emails through Gmail.
F
M
G
When a deal is updated in Freshworks CRM (Freshsales Suite), update the Monday.com item and send a status update via Gmail
Deal changes in Freshworks CRM (Freshsales Suite) automatically update Monday.com items and notify stakeholders via Gmail.
M
F
G
When an item is created in board in Monday.com, create a task in Freshworks CRM (Freshsales Suite) and send a confirmation email in Gmail
New Monday.com board items automatically generate Freshworks CRM (Freshsales Suite) tasks and confirmation emails via Gmail.
G
C
F
M
Use Claude to summarise new Gmail inquiries, create a Freshworks CRM (Freshsales Suite) contact, and log it in Monday.com
Claude extracts key details from Gmail messages to build Freshworks CRM (Freshsales Suite) contacts and Monday.com tracking items.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Monday.com

Mix and match to build the exact automation you need

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
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Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
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Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
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Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
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Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
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Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
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Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
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Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
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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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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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Move item to board in Monday.com
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Move item to 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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What can you automate with Freshworks CRM (Freshsales Suite) + Monday.com?

Connect your sales pipeline and project boards to automate deal tracking, task creation, and team notifications effortlessly.

What you can automate?
🔄
Sync new deals and projects automatically
Turn every new deal created in Freshworks CRM (Freshsales Suite) into a tracked item on your Monday.com board without lifting a finger. Sales and delivery teams stay perfectly aligned from day one.
📋
Capture every custom deal field
Map all available deal properties and custom contact attributes straight into your Monday.com columns instead of just names and emails. Your project boards become richer sources for execution.
🔔
Alert your team instantly on updates
Notify your project coordinators and sales managers the moment a high-value deal moves to a new stage. Keep everyone informed without manual check-ins or status meetings.
🔀
Route deals based on submitted criteria
Send enterprise tier deals to priority project boards while routing standard inquiries to your regular queue. Tailor your workflow routing based on exact deal properties.
⏱️
Keep project boards updated in real time
Modify board items automatically whenever deal stages change or tasks are completed in Freshworks CRM (Freshsales Suite). Eliminate manual status adjustments across separate tabs.
🛡️
Prevent duplicate records and items
Search existing contacts and board items before creating new entries to keep your workspace clean. Maintain an organised database without redundant records.
🎯
Handle later stage updates and closures
Update project statuses, mark items as complete, or trigger retention workflows when deals are marked won or lost in Freshworks CRM (Freshsales Suite). Manage the entire lifecycle automatically.
🔌
Extend your workflow with supporting apps
Connect Gmail, Slack, or Calendly to your core Freshworks CRM (Freshsales Suite) and Monday.com flow to send welcome emails, schedule kickoff calls, and post team alerts.
And much more...

Who is Freshworks CRM (Freshsales Suite) + Monday.com integration for?

Sales leaders, project managers, and operations teams eliminate manual data entry, keep pipelines synchronised, and deliver projects faster across both platforms.

Sales directors and revenue analysts
Sales directors and revenue analysts
Sales representatives and account executives
Sales representatives and account executives
Client success managers and account leads
Client success managers and account leads
Project coordinators and operations leads
Project coordinators and operations leads
Business owners and agency directors
Business owners and agency directors
Customer support and service teams
Customer support and service teams
📈
Sales directors and revenue analysts
You're reviewing pipeline reports but your project boards only update when someone manually exports deal records, so the revenue forecasts you're presenting are always a few hours behind — connecting these apps means every new deal updates your boards instantly and your metrics stay accurate.
Sales representatives and account executives
You're closing new accounts in Freshworks CRM (Freshsales Suite) but your delivery team finds out too late to start onboarding, causing frustrating client delays — with this integration, every new deal creates a tracking item on your boards immediately and handoffs happen without friction.
🤝
Client success managers and account leads
You answer to key clients who want to see daily progress on their deliverables, but copying status updates from your CRM into project boards takes hours every week — automating both apps means your boards reflect real-time progress and client reviews run smoothly.
📋
Project coordinators and operations leads
The volume of incoming client requests is too high for anyone to keep up by hand, leading to missed tasks and dropped follow-up items across your teams — this integration means every CRM contact generates structured project tasks automatically and nothing falls through the cracks.
⚙️
Business owners and agency directors
You own the client handoff process and depend on upstream sales reps to pass over accurate project requirements, but details constantly get lost in translation — automating these apps means every deal parameter flows straight into your delivery boards with complete accuracy.
🔍
Customer support and service teams
You need a reliable history of client interactions and keep finding frustrating gaps between your sales records and project delivery logs — connecting these apps means every update is recorded across both systems and your audit trail remains completely unbroken.
Our team

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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Monday.com

Build and manage your Freshworks CRM (Freshsales Suite) + Monday.com automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Freshworks CRM (Freshsales Suite) + Monday.com with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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.
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How Integrately Works?

1
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2
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3
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Frequently Asked Questions

How do I connect Freshworks CRM (Freshsales Suite) to Monday.com?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to Monday.com in one click using Integrately. Choose from 20 million+ ready automation templates or use Integrately AI to build custom workflows.
Can I automatically create Monday.com items when new deals are added in Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), Monday.com, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Monday.com?
Frequently Asked Questions
How are deal updates handled between Freshworks CRM (Freshsales Suite) and Monday.com?
Frequently Asked Questions
Can I track project tasks in Monday.com from Freshworks CRM (Freshsales Suite) accounts?
Frequently Asked Questions
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and Monday.com?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and Monday.com integration free?
Frequently Asked Questions
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You Can Also Connect Freshworks CRM (Freshsales Suite) or Monday.com With 1500+ Other Apps

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Connect Freshworks CRM (Freshsales Suite) to sales engagement, lead capture, and customer support tools to track and convert prospects.
Monday.com
Popular Monday.com Integrations
Sync Monday.com with task management, document storage, and team communication tools to keep project deliverables on track.