Monday.com + Overloop Integration

Integrate Monday.com to Overloop in one click, or tell Integrately AI how you want each item handled. Sync sales contacts, update project tasks, trigger follow-up campaigns, and keep your pipeline running 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
  • Overloop
    Contact is created in Overloop
  • Overloop
    Contact is replied in Overloop
  • Overloop
    Exclusion List Item is created in Overloop
  • Overloop
    Campaign is created in Overloop
  • Overloop
    Workflow is created in Overloop
  • Overloop
    Pipeline is created in Overloop
  • Overloop
    Stage is created in Overloop
  • Overloop
    Organization is created in Overloop
  • Overloop
    Deal lost in Overloop
  • Overloop
    Deal won in Overloop
  • Overloop
    Deal is created in Overloop
  • Overloop
    User is created in Overloop
  • Overloop
    List is created in Overloop
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2.
  • Monday.com
    Get subitem by id in Monday.com
  • Monday.com
    Create item in Monday.com
  • Monday.com
    Search multiple items in Monday.com
  • Monday.com
    Move item to group in Monday.com
  • Monday.com
    Move item to board 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
  • Overloop
    Create new contact in Overloop
  • Overloop
    Search contact in Overloop
  • Overloop
    Enroll contact in workflow in Overloop
  • Overloop
    Enroll deal in workflow in Overloop
  • Overloop
    Add contact to exclusion list in Overloop
  • Overloop
    Update contact in Overloop
  • Overloop
    Remove contact from exclusion list in Overloop
  • Overloop
    Search organization in Overloop
  • Overloop
    Create new organization in Overloop
  • Overloop
    Update organization in Overloop
  • Overloop
    Create new deal in Overloop
  • Overloop
    Search deal in Overloop
  • Overloop
    Mark deal as lost in Overloop
  • Overloop
    Mark deal as won in Overloop
  • Overloop
    Update deal in Overloop
  • Overloop
    Enroll organization in workflow in Overloop
  • Overloop
    Search email in Overloop

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Ready Workflows Ready Workflows for Monday.com + Overloop Integration

Capture new leads, sync project tasks, update pipeline stages, alert your sales team, and trigger follow-up sequences, all in just one click.

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

Create Monday.com item for new Overloop contact

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

When you create a contact in Overloop, 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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Overloop + Monday.com Integration

Create Monday.com item for new Overloop 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 Overloop? Well now there is!

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

Bring your favorite communication, scheduling, and marketing tools into your project management and CRM workflow. Pick a combination and activate it in one click.

Monday.com
Overloop
+
SlackSlack (4)
+
CalendlyCalendly (3)
+
GmailGmail (3)
+
HubSpotHubSpot (3)
+
TypeformTypeform (3)
+
StripeStripe (3)
O
M
S
Add every new Overloop contact to your Monday.com board, and notify your sales channel in Slack
New Overloop contacts appear in your Monday.com board instantly and your sales channel hears about it in Slack, so nobody re-types a contact or misses a lead.
M
O
S
When an item is created in Monday.com, create a new contact in Overloop and notify your team in Slack
New Monday.com items automatically create contacts in Overloop while posting a notification in Slack.
O
M
S
When a deal is won in Overloop, update the Monday.com item status and post an announcement in Slack
Won deals in Overloop update your Monday.com project board and celebrate the win in Slack.
O
M
S
Use ChatGPT to summarise every new Overloop contact, save it in Monday.com, and alert your team in Slack
AI analyses new Overloop contacts before adding them to Monday.com and notifying Slack.

Supported triggers and actions for Monday.com and Overloop

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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Get subitem by id in Monday.com
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Create item in Monday.com
Generates a new item
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Search multiple items in Monday.com
Locates and retrieves items information
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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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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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Overloop
Overloop Triggers & Actions
Contact is created in Overloop
Triggers the automation when a new contact is created
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Contact is replied in Overloop
Triggers the automation when a contact responds to a previously sent message
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Exclusion List Item is created in Overloop
Triggers the automation when an item is added to the exclusion list
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Campaign is created in Overloop
Triggers the automation when a new campaign is created
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Workflow is created in Overloop
Triggers the automation when a workflow is created
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Pipeline is created in Overloop
Triggers the automation when a new pipeline is created
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Stage is created in Overloop
Triggers the automation when a new stage is created
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Organization is created in Overloop
Triggers the automation when a new organization is created
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Deal lost in Overloop
Triggers the automation when a deal is lost
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Deal won in Overloop
Triggers the automation when a deal is won
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Deal is created in Overloop
Triggers the automation when a deal is created
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User is created in Overloop
Triggers the automation when a new user is created
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List is created in Overloop
Triggers the automation when a new list is created
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Create new contact in Overloop
Adds a new contact to the address book
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Search contact in Overloop
Finds and retrieves contact information
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Enroll contact in workflow in Overloop
Enrolls a contact in a workflow
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Enroll deal in workflow in Overloop
Enrolls a deal in a workflow
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Add contact to exclusion list in Overloop
Exclude contacts from receiving future communications
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Update contact in Overloop
Updates contact information with new details
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Remove contact from exclusion list in Overloop
Removes a contact from the exclusion list
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Search organization in Overloop
Finds and retrieves information about a organization
Try it →
Create new organization in Overloop
Creates a new organization
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Update organization in Overloop
Updates organization information
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Create new deal in Overloop
Generates a new deal for potential clients
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Search deal in Overloop
Retrieves and find a deal
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Mark deal as lost in Overloop
Updates deal status to lost
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Mark deal as won in Overloop
Updates deal status to won
Try it →
Update deal in Overloop
Updates deal information based on new criteria or changes
Try it →
Enroll organization in workflow in Overloop
Enrolls an organization in a workflow
Try it →
Search email in Overloop
Scan email inbox for keywords or sender
Try it →

What can you automate with Monday.com + Overloop?

Connect your project management and CRM workflows to sync data, update stages, and notify team members instantly.

What you can automate?
🔄
Sync contacts and deals instantly across apps
Automatically turn new Monday.com board items into Overloop contacts and vice versa without lifting a finger.
📋
Capture every submitted field and detail
Map all available contact properties, custom columns, and deal attributes accurately between platforms.
🔔
Tell the right person as soon as it happens
Trigger instant team notifications in Slack or email whenever a critical sales milestone is reached.
🔀
Route records based on custom criteria
Perform different actions depending on deal values, contact tiers, or specific stage changes.
🔄
Keep project boards up to date automatically
Reflect deal progress and pipeline updates in your Monday.com boards the moment they happen.
🔍
Search and update instead of creating duplicates
Check for existing contacts or items before creating new records to keep your databases clean.
💰
Handle later status changes and won deals
Automatically trigger onboarding tasks and update project columns when deals are marked won or lost.
🔗
Extend your flow with supporting apps
Connect Slack, Gmail, Calendly, or Stripe to build powerful multi-step workflows around your core pair.
And much more...

Who is Monday.com + Overloop integration for?

Outbound sales teams, project managers, and revenue operations leaders rely on this integration to eliminate manual data entry and keep pipeline tracking accurate across platforms.

Revenue analysts
Revenue analysts
Account executives
Account executives
Project managers
Project managers
Outbound sales reps
Outbound sales reps
Sales operations managers
Sales operations managers
Data compliance officers
Data compliance officers
📈
Revenue analysts
You're reviewing sales reports but your tracking board only updates when someone manually exports contacts, so the deal counts you're forecasting against are always hours behind — with this integration, every new contact lands in the board instantly and your data stays current.
Account executives
You need to act fast on incoming prospect replies, but leads sit unassigned until someone checks the CRM queue — with this integration, every reply immediately creates a tracked task and alerts the right rep.
📊
Project managers
You answer to clients who want to see delivery progress, but status updates require constant cross-referencing between sales notes and project boards — with this integration, pipeline changes automatically reflect in project items.
🚀
Outbound sales reps
The volume of cold campaigns and new contacts is too high for anyone to keep up by hand, leading to missed follow-ups — with this integration, every contact and deal syncs without manual copy-pasting.
🤝
Sales operations managers
You own the handoff from outbound prospecting to client onboarding, but depend on reps to manually create project items — with this integration, won deals automatically trigger the next step.
🗂️
Data compliance officers
You need a reliable history of all prospect interactions and keep finding gaps between sales CRM records and project task lists — with this integration, every action is logged consistently across both platforms.
Our team

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Why choose Integrately to automate Monday.com + Overloop

Build and manage your Monday.com + Overloop 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 + Overloop 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?

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Frequently Asked Questions

How do I connect Monday.com to Overloop?
Frequently Asked Questions
You can connect Monday.com and Overloop in just one click using ready-made templates on Integrately or by asking Integrately AI to build the workflow for you. It takes seconds to link your accounts along with tools like Slack, Gmail, and HubSpot.
Can I automatically sync new Overloop contacts to Monday.com items?
Frequently Asked Questions
Can I connect Monday.com, Overloop, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Monday.com and Overloop?
Frequently Asked Questions
How does Monday.com handle data changes from Overloop?
Frequently Asked Questions
Can Overloop update records when Monday.com items change?
Frequently Asked Questions
Do I need coding skills to automate Monday.com and Overloop?
Frequently Asked Questions
Is the Monday.com and Overloop integration free?
Frequently Asked Questions
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You Can Also Connect Monday.com or Overloop With 1500+ Other Apps

Monday.com
Popular Monday.com Integrations
Connect Monday.com to project management, issue tracking, and collaboration tools to keep team execution aligned.
Overloop
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