Monday.com + Salesmate Integration

Integrate Monday.com to Salesmate in one click, or tell Integrately AI how you want each item handled. Create deals, update contacts, track progress, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
Arrow Right
2.
  • 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
  • Salesmate
    Create contact in Salesmate
  • Salesmate
    Search contact in Salesmate
  • Salesmate
    Update contact in Salesmate
  • Salesmate
    Get contact by id in Salesmate
  • Salesmate
    Create deal in Salesmate
  • Salesmate
    Update deal in Salesmate
  • Salesmate
    Search deal in Salesmate
  • Salesmate
    Create activity in Salesmate
  • Salesmate
    Update activity in Salesmate
  • Salesmate
    Search activity in Salesmate
  • Salesmate
    Create company in Salesmate
  • Salesmate
    Update company in Salesmate
  • Salesmate
    Search company in Salesmate
  • Salesmate
    Create note in Salesmate

Trusted by experts at...

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Ready Workflows Ready Workflows for Monday.com + Salesmate Integration

Capture leads, create deals, update boards, alert your team, and send follow-ups, all in just one click.

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

Create Monday.com item for new Salesmate contact

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

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

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

With our integration between Salesmate and Monday.com, creating item in Monday.com is now easier than ever. Whenever a deal is created in Salesmate, 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 + Salesmate flow

Send instant team alerts, log emails, and sync documents right after your core workflows finish. Pick a combination and activate it in one click.

Monday.com
Salesmate
+
SlackSlack (8)
+
GmailGmail (8)
+
Google DriveGoogle Drive (8)
+
HubspotHubspot (8)
+
CalendlyCalendly (8)
+
StripeStripe (8)
M
S
S
Create a Salesmate contact from every new item in Monday.com, and notify your sales team instantly on Slack.
New Monday.com items land in Salesmate as new contacts within seconds and your sales team hears about it in Slack, so nobody re-types details or misses a lead.
M
S
S
Create a Salesmate deal from every Monday.com board update, and post it to your revenue channel in Slack.
Board updates in Monday.com automatically create Salesmate deals and notify your revenue channel on Slack, keeping your financial pipeline visible.
S
M
S
When a Salesmate deal moves to a new stage, update the matching Monday.com item and post the move in Slack.
Salesmate deal stage changes instantly update the corresponding Monday.com item and notify your team in Slack.
S
M
S
Create a Monday.com item for every Salesmate contact marked for follow-up, and confirm it in Slack.
Salesmate contacts marked for follow-up automatically spawn Monday.com items and notify your team in Slack.
S
M
S
If a new Salesmate contact is enterprise tier, add it to your Monday.com board and alert your enterprise lead in Slack.
Enterprise contacts in Salesmate instantly generate priority Monday.com items and notify your enterprise lead in Slack.
S
M
S
When a Salesmate deal is marked closed lost, update the Monday.com item with the reason and post it to your revenue channel in Slack.
Lost deals in Salesmate automatically update Monday.com board items with loss reasons and alert your revenue channel in Slack.
S
M
S
Use ChatGPT to summarise every new Salesmate deal description, save the summary in Monday.com, and post the brief in Slack.
ChatGPT summarises new Salesmate deal descriptions, saves the brief in Monday.com, and notifies your team in Slack.
S
M
H
S
Turn every won Salesmate deal into a Monday.com project record, create the kickoff task in HubSpot, and announce it in Slack.
Won Salesmate deals spawn Monday.com project records, create HubSpot follow-ups, and trigger Slack announcements.

Supported triggers and actions for Monday.com and Salesmate

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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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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Salesmate
Salesmate Triggers & Actions
Contact is created in Salesmate
Triggers the automation when a new contact is created
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Instant
Contact is updated in Salesmate
Triggers the automation when a contact is updated
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Deal is created in Salesmate
Triggers the automation when a deal is created
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Instant
Deal is updated in Salesmate
Triggers the automation when a deal is updated
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Company is created in Salesmate
Triggers the automation when a new company is created
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Instant
Company is updated in Salesmate
Triggers the automation when a company is updated
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Instant
Activity is updated in Salesmate
Triggers the automation when an activity is updated
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Activity is created in Salesmate
Triggers the automation when a new activity is created
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Create contact in Salesmate
Adds a new contact to the database
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Search contact in Salesmate
Finds and retrieves contact information
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Update contact in Salesmate
Updates contact information with new details
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Get contact by id in Salesmate
Retrieves a contact's information based on their id
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Create deal in Salesmate
Generates a new deal with
Try it →
Update deal in Salesmate
Updates deal information based on new criteria or changes
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Search deal in Salesmate
Retrieves and find a deal
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Create activity in Salesmate
Generates a new activity or task
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Update activity in Salesmate
Updates the activity with the latest information
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Search activity in Salesmate
Retrieves search results based on particular criteria
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Create company in Salesmate
Generates a new company profile with given details
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Update company in Salesmate
Updates company information
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Search company in Salesmate
Finds information about a company
Try it →
Create note in Salesmate
Creates a new note in the particular format
Try it →

What can you automate with Monday.com + Salesmate?

Streamline your operations by connecting Monday.com items and Salesmate deals into seamless, automated workflows.

What you can automate?
🔗
Sync Monday.com items to Salesmate deals automatically
Create a Salesmate deal instantly whenever a new item is created in Monday.com. Keep your sales pipeline and project tracking aligned without manual data entry.
📋
Capture every submitted field in your records
Map all custom column values and form answers from Monday.com directly into Salesmate fields instead of just names and emails. Your CRM stays rich with detailed context.
🔔
Notify your team as soon as deals update
Send instant alerts to the right channel or person whenever a Salesmate deal or Monday.com item changes state. Keep everyone aligned without chasing updates.
Route records based on submitted criteria
Trigger different actions depending on specific column values or deal stages. Send enterprise leads to priority boards and standard leads to regular workflows.
🔄
Keep records updated across both platforms
Automatically update Monday.com items whenever Salesmate contacts change, or update deals when board values shift. Prevent data drift between your tools.
🛡️
Prevent duplicates with smart search and update
Search for existing records in Salesmate or Monday.com before creating new entries. Update existing profiles instead of cluttering your workspace with duplicates.
📈
Handle later status changes automatically
Trigger downstream updates when deals are won, lost, or invoices are paid. Keep your project boards reflecting the exact lifecycle of every customer.
🌐
Extend your flow with powerful supporting apps
Connect Monday.com and Salesmate with Slack, Gmail, Google Drive, and other tools. Build multi-app workflows that handle notifications, documents, and meetings.
And much more...

Who is Monday.com + Salesmate integration for?

Connecting Monday.com and Salesmate eliminates manual data entry, bridging project management and sales pipelines so teams stay perfectly aligned.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Founders
Founders
Project managers
Project managers
Revenue operations teams
Revenue operations teams
📈
Performance marketers
You're running campaigns across multiple ad sets but your tracking board only updates when someone manually creates items, so the row 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 reps
You're trying to close incoming deals while digging through Monday.com for project details, but manual handoffs mean information gets lost and prospects wait hours for a reply — automating both apps means every new deal creates the right board item instantly and nothing slips through the cracks.
🤝
Account managers
You're answering client questions about project progress by checking multiple tabs, but outdated status notes mean you give conflicting answers — connecting these apps means every update in Monday.com reflects in Salesmate automatically and clients get accurate updates.
🚀
Founders
You're managing a growing pipeline and trying to track deliverables by hand, but high lead volume leads to missed follow-ups and dropped tasks — with this integration, every Salesmate deal maps to a Monday.com item without manual effort so your operations scale smoothly.
📋
Project managers
You're waiting for sales to hand over deal notes before you can start planning, but delayed handoffs stall your projects before they begin — this integration means every won Salesmate deal creates a Monday.com project item instantly so work starts right away.
📊
Revenue operations teams
You're reconciling pipeline reports against project boards, but manual entry errors leave permanent gaps in your historical data — automating both apps means every contact and deal syncs cleanly and your reporting records stay complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Monday.com + Salesmate

Build and manage your Monday.com + Salesmate 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 + Salesmate 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.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Monday.com to Salesmate?
Frequently Asked Questions
You can connect Monday.com to Salesmate in one click using pre-built workflows on Integrately or ask Integrately AI to build the automation for you. It takes seconds to link your accounts along with Slack, Gmail, Google Drive, Hubspot, Calendly, and Stripe.
Can I automatically create Salesmate deals from Monday.com items?
Frequently Asked Questions
Can I connect Monday.com, Salesmate, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Monday.com and Salesmate?
Frequently Asked Questions
How do Monday.com board items sync with Salesmate contacts?
Frequently Asked Questions
Can Salesmate deal updates modify Monday.com items?
Frequently Asked Questions
Do I need coding skills to automate Monday.com and Salesmate?
Frequently Asked Questions
Is the Monday.com and Salesmate integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Monday.com or Salesmate With 1500+ Other Apps

Monday.com
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Connect Monday.com to project, task, and document tools to manage and track your team's work.
Salesmate
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