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How to connect Monday and Pipedrive
Create a New Scenario to Connect Monday and Pipedrive
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Pipedrive will be your first step. To do this, click "Choose an app," find Monday or Pipedrive, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the Pipedrive Node
Next, click the plus (+) icon on the Monday node, select Pipedrive from the list of available apps, and choose the action you need from the list of nodes within Pipedrive.
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Authenticate Pipedrive
Now, click the Pipedrive node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Pipedrive settings. Authentication allows you to use Pipedrive through Latenode.
Configure the Monday and Pipedrive Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Monday and Pipedrive Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Monday, Pipedrive, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Monday and Pipedrive integration works as expected. Depending on your setup, data should flow between Monday and Pipedrive (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Monday and Pipedrive
Pipedrive + Monday + Slack: When a new deal is created in Pipedrive, create an update in Monday with the deal details and then send a message to a Slack channel notifying the team about the new deal, including a link to the Monday board.
Pipedrive + Monday + Google Sheets: When a deal is updated in Pipedrive, log the deal's details in a Google Sheet row, and update the related project status in a corresponding Monday board.
Monday and Pipedrive integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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About Pipedrive
Sync Pipedrive with Latenode to automate sales workflows. Update deals, create activities, or trigger personalized emails based on deal stages. Use Latenode's visual editor and JavaScript node to build custom lead qualification and routing logic. Scale your sales automation without complex code or per-step pricing limits.
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FAQ Monday and Pipedrive
How can I connect my Monday account to Pipedrive using Latenode?
To connect your Monday account to Pipedrive on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and Pipedrive accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Monday items from new Pipedrive deals?
Yes, you can! Latenode's visual editor makes this simple. Triggered deals in Pipedrive instantly create corresponding items in Monday, keeping your teams aligned and saving time.
What types of tasks can I perform by integrating Monday with Pipedrive?
Integrating Monday with Pipedrive allows you to perform various tasks, including:
- Create a new Monday project when a deal closes in Pipedrive.
- Update a Pipedrive deal stage when a task is completed in Monday.
- Sync contact information between Monday and Pipedrive.
- Generate custom reports combining data from both platforms.
- Send notifications based on changes in either Monday or Pipedrive.
How secure is connecting my Monday data through Latenode?
Latenode uses industry-standard security practices, including encryption, to ensure your Monday data is secure in transit and at rest.
Are there any limitations to the Monday and Pipedrive integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits of Monday and Pipedrive APIs apply.
- Custom field mappings require careful configuration.
