Monday.com is a project management tool that helps teams visualize projects, manage tasks, and collaborate seamlessly in real time. But what if you could make it even more powerful?
That’s where Monday.com’s integrations come in. By connecting your favourite apps to Monday.com, you can streamline your processes, boost productivity, and say goodbye to information silos.
This guide will discuss some key Monday.com integrations that can streamline your business processes and boost productivity. So what’s the wait for?
What is Monday.com?
Monday.com is a visual workspace that simplifies project management, team collaboration, and client communication. It recently expanded into the CRM (Customer Relationship Management) space, allowing you to manage customer relationships and sales processes.
The best part? Monday.com is super flexible. Unlike some project management tools that feel clunky and rigid, Monday.com adapts to how you work. This makes it a great fit for businesses of sizes, from solopreneurs to a full-blown company.
Here’s what truly sets Monday.com apart: its user interface. It’s well known for being incredibly user-friendly, with a visually attractive and engaging design that makes managing projects enjoyable (Yes, work can be fun!!). Plus, Monday.com seamlessly integrates with all your favourite tools, making your life even easier.
What are the Benefits of integration?
Integrating with Monday.com can drastically improve workflow efficiency and productivity.
No more data silos: Consolidate information from all your favourite tools into one central location in Monday.com.
Automate tasks: Reduce manual work by setting up automatic actions between Monday.com and other tools.
Boost collaboration: Enable seamless teamwork within Monday.com using integrations with communication or design tools.
Increase productivity: Save time and focus on what matters by streamlining workflows and reducing administrative tasks.
Extend functionality: Gain access to new capabilities for Monday.com by integrating specialized tools.
How Does Monday.com Work?
Monday.com uses a building block system consisting of the following:
- Boards: They are the foundation for organizing your work. Imagine a bulletin board where you can categorize information using columns, items (tasks), and groups.
- Dashboards: These provide a high-level overview by connecting widgets from multiple boards. Think of it as a command centre where you can see everything at a glance.
- Apps: The monday.com app marketplace offers pre-built solutions to extend functionality for specific needs like marketing calendars, sales pipelines, and project management tools.
- Integrations: Connect monday.com to your favourite external tools to streamline workflows. This eliminates the need to jump between different apps and keeps everything centralized.
- Views: These offer different ways to visualize your board data. You can choose a Kanban board (great for visualizing workflows), a calendar, a Gantt chart (helpful for scheduling projects), and more.
- Automations: Automate repetitive tasks to save time and effort. Imagine setting up a rule to automatically assign a task when a new item is added to a board.
- Workdocs: This is the newest building block, offering a collaborative document space directly within monday.com. This is like a digital conference room for teams to brainstorm, write, and edit documents seamlessly.
Combining these building blocks allows you to create a customized workspace that perfectly fits your team’s needs and workflow.
The Top 14 Monday.com Integration in 2024
We have curated a list that you should check out if you are looking for cool Monday.com integrations.
Garis waktuAI
TimelinesAI is a comprehensive WhatsApp management platform that provides native integration with monday.com. This duo helps you manage your customer communication and streamline workflows like never before.
Say Goodbye to Manual Updates: You no longer have to manually update your monday.com boards with every new WhatsApp chat. TimelinesAI automatically creates updates for each interaction, ensuring all your customer information is in one central location.
Effortless WhatsApp Management: Manage customer interactions directly from your familiar monday.com dashboard. With the TimelinesAI Chrome extension, you can initiate and continue WhatsApp conversations without leaving the CRM platform.
Automated Workflows: Take communication to the next level with automated messages triggered by specific events within monday.com. TimelinesAI will handle the legwork by sending personalized messages based on project updates.
Imagine a client receiving an automated WhatsApp notification after completing a project milestone. It keeps them informed and builds trust.
TimelinesAI also helps you to:
- Use pre-made message templates for frequently asked questions
- Send and receive all file attachments effortlessly
- Collaborate with your team using a multi-agent shared inbox
- Gain valuable insights with analytics to measure your WhatsApp communication success
- Use ChatGPT autoresponder for automating basic FAQs
Tenaga Penjualan
Salesforce is one of the leading CRM tools that helps businesses manage their sales pipeline, track leads, and build strong customer relationships. Integrating with Monday.com can offer the following benefits:
Centralised View: Imagine having all your crucial lead data from Salesforce readily available on your Monday.com boards and workspaces. This two-way integration keeps everything centralized, giving your entire team a clear view of the customer journey from start to finish.
Real-Time Updates: This integration allows for real-time updates across both platforms. For instance, creating a new lead or updating a contact in Salesforce automatically reflects on monday.com, enabling teams to track progress and collaborate effectively.
With everyone on the same page and working with real-time data, businesses can experience increased productivity and make data-driven decisions that drive sales success.
Just a heads up: This integration is only available to users on the Enterprise plan.
Asana
Asana is a widely used project management tool for team collaboration and task management. Integration with monday.com can streamline your workflow by offering these advantages:
Collaboration Made Easy: Imagine your marketing team using Asana to meticulously plan content creation. With this integration, they can seamlessly move those plans into monday.com for real-time progress tracking and collaborative editing.
Two-Way Sync Keeps You in Control: No more scrambling to update tasks in two places. This integration offers two-way sync, meaning changes you make in Asana (like task creation or updates) automatically show up in monday.com and vice versa.
With the Asana integration, monday.com users can use Asana’s detailed task management features while managing broader project landscapes in monday.com.
DocuSign
DocuSign is an electronic signature platform that streamlines the agreement signing process. Integrating it into your monday.com boards allows you to manage signature requests and track their progress without leaving your workspace.
Get Signatures in a Flash: Need a client to sign a contract ASAP? No problem. Upload the document directly to a monday.com item and tell DocuSign who needs to sign it. DocuSign will then guide them through the signing process, eliminating the back-and-forth emails.
Track Progress: Monitor the signing progress of your agreements in real-time, all within your monday.com workspace. No more scrambling for updates.
Centralized Storage: This integration securely stores all signed documents and their signing history within the corresponding monday.com item. Everything is centralized and easily accessible, keeping your documents safe.
This DocuSign Monday.com integration is particularly useful for teams in legal, sales, and human resources departments. It allows them to remain focused on their core tasks while efficiently managing document workflows.
Mailchimp
Mailchimp is a popular email marketing platform used by businesses of all sizes, especially those working in e-commerce. Integrating Mailchimp with Monday.com allows you to:
Grow Your Audience: Automatically add new leads captured through Monday.com forms to your Mailchimp audience, ensuring your marketing efforts target the right people.
Trigger Automated Campaigns: Set up automated workflows in monday.com that trigger targeted email campaigns in Mailchimp. For instance, a new sale triggers a welcome email with a special discount code, or an abandoned cart prompts a friendly reminder email. This keeps your leads engaged and nurtures them towards a purchase.
Track Campaign Performance in Real-Time: Gain valuable insights directly within your Monday.com boards. Get real-time data on open rates, click-through rates, and bounce rates and make data-driven decisions to optimize your marketing strategy.
This integration streamlines communication and keeps your sales and marketing teams aligned. They can collaborate seamlessly, nurturing leads captured in Monday.com with targeted email campaigns from Mailchimp.
Google Drive
Google Drive is a cloud storage solution that allows you to store and access your files from anywhere. Integrating Google Drive with Monday.com comes with several benefits:
Centralized File Management: Attach relevant Google Drive files directly to your Monday.com boards and items. This keeps all project-related documents organized and readily accessible to team members, including Google Docs, Sheets, and Slides.
Real-Time Collaboration: Collaborate on documents directly within Google Drive without leaving your Monday.com workspace. Everyone can see the latest updates, eliminating version control issues.
Automate and Focus on What Matters: Automate tasks involving Google Drive files. For example, trigger a new workflow in Monday.com when a new file is uploaded to a specific Google Drive folder.
Paperform
Paperform is an online form builder that helps businesses create beautiful and functional forms for various purposes, including bookings, payments, events, onboarding processes, contact forms, and customer feedback forms, without coding knowledge. Integrating Paperform with Monday.com allows you to:
Easy Data Capture: Embed Paperforms directly into your Monday.com boards to collect information from stakeholders and clients. When a form is submitted, all the data automatically populates relevant Monday.com items, saving time and minimizing errors.
Automated Workflows: Streamline your workflow with automated actions triggered by Paperform submissions. For instance, automatically update a project status when a feedback form is submitted.
This integration simplifies data collection and automates tasks, making it easy to gather the information you need.
Tim Microsoft
Microsoft Teams is a messaging platform that comes along with the Microsoft 365 suite. While the Monday.com and Teams integration is currently one-directional, it offers significant advantages for streamlining communication and project management within Teams:
Centralized Communication Hub: Insert Monday.com boards directly into your Microsoft Teams channels. This eliminates the need to toggle between applications and consolidates all project discussions and updates within your familiar Teams workspace.
Enhanced Collaboration: Team members can discuss tasks, brainstorm ideas, and provide feedback on projects directly within the Teams environment they’re already comfortable in.
Actionable Insights at your Fingertips: Stay informed about project progress, deadlines, and task assignments without ever leaving Teams. Receive critical notifications and updates from your Monday.com boards directly in your Teams channels, ensuring everyone is on the same page and can take timely action.
Kendur
As it says, Slack is your productivity platform. It is one of the most popular communication platforms widely used for team collaboration. Unlike Teams, Slack integration offers a two-way sync. With this integration, you can:
Chat about tasks directly in Slack: Connect your Monday.com boards to your Slack channels. This lets you discuss tasks, share updates, and work together on projects all within Slack. Conversations about projects stay in one place, making them easy to find later.
Get notified in Slack about Monday.com updates: Set up automated notifications in Slack to receive alerts about important events on your Monday.com boards. Get pinged when a new task arrives, a deadline approaches, or a project changes status.
For example, once you finish a project on Monday.com, Slack will instantly notify your #channel, letting everyone know it’s time to celebrate!
Jira
Jira is a popular project management tool used by Agile teams for task management, issue tracking, and workflow automation. Here’s how monday.com and Jira integration can benefit your workflow:
No More Data Silos: This integration lets you synchronize tasks and issues between Monday.com and Jira, ensuring both platforms reflect the latest project information. This eliminates duplicate data entry and keeps everyone aligned across both systems.
Enhanced Visibility: Connecting Monday.com’s visual boards with Jira’s detailed task management features gives you a more holistic view of your projects. This lets your team track progress on a broad scale in Monday.com and then zoom in on specific tasks and issues within Jira.
Suppose your product team uses Monday.com to plan their roadmap with features and deadlines. With the integration, you can automatically create Jira issues (tasks) for each feature in the roadmap.
This integration keeps both teams aligned: the product team can see progress on individual tasks within Jira, while developers have a clear picture of the bigger roadmap goals in Monday.com.
Gmail
Gmail is a widely used email platform. Integrating Monday.com with Gmail allows you to manage emails and tasks seamlessly within your Monday.com workspace. Here’s how it can benefit your workflow:
Create Tasks from Emails: Convert important emails from Gmail into actionable tasks directly within your Monday.com boards.
Automate Email Follow-Ups: Set up automated workflows in Monday.com to trigger follow-up emails based on specific criteria on your boards. For example, automatically send a reminder email to a client if a task remains overdue.
Manage Shared Inboxes: Working with a shared inbox can be chaotic. This integration lets your team collaborate on managing those inboxes directly within monday.com.
Simply assign emails from the inbox to relevant team members and track their progress on your boards. Everyone stays in sync, and projects stay organized.
Todoist
Todoist is a popular individual task management tool. Integrating Todoist with Monday.com allows you to use the strengths of both platforms for a more comprehensive project management experience. Here’s how this integration can be useful:
Sync Individual Tasks with Team Projects: This integration lets you connect your Todoist tasks to relevant monday.com boards. This ensures your individual tasks contribute to the bigger project picture, keeping you focused and aligned with your team’s goals.
Prioritize Work Effectively: Feeling overloaded? This integration lets you visualize all your tasks, both personal (Todoist) and team-related (monday.com), in one place. This allows you to prioritize tasks effectively and avoid feeling overwhelmed.
Maintain Transparency: Share relevant Todoist tasks with your team directly through monday.com boards. This fosters transparency and ensures everyone is aware of your contributions to the project.
GitHub
GitHub is a massive platform for software development, where millions of developers work together on projects. It goes beyond just storing code – it’s a place to collaborate, track versions, and share knowledge.
Let’s see how integrating GitHub with Monday.com can help:
No more App Switching: Discuss issues and brainstorm solutions directly on Monday.com boards. No more jumping between apps to chat. This integration keeps everyone on the same page: project managers can easily update teams, and developers can address roadblocks without leaving their workflow.
Automate Repetitive Tasks: Let automation handle the boring stuff. Set up triggers in monday.com that respond to what’s happening in GitHub. For instance, a new pull request on GitHub could automatically create a new task in monday.com, freeing up developer time to focus on what they do best – coding amazing features!
Always Up-to-Date: Say goodbye to data confusion! The two-way sync between monday.com and GitHub ensures everything is always current and relevant. Project managers can trust the information they see on team progress, and developers can be confident their latest code is reflected in monday.com.
HubSpot
HubSpot is a CRM platform that centralizes marketing, sales, content management, and customer service processes. When integrated with monday.com, it offers several benefits:
Automated Tasks: Imagine a new lead pops up in HubSpot. With the integration, you can automatically trigger a project in monday.com to kick off the onboarding process. Customer interactions in HubSpot can automatically send nurturing emails to keep the leads engaged. This frees up your team’s time to focus on building relationships and closing deals.
Enhanced Customer Experience: With monday.com and HubSpot working together, your sales, marketing, and customer service teams can access a complete picture of each customer journey across different platforms. This lets them personalize interactions, anticipate customer needs, and ultimately create a smoother experience.
Kesimpulan
Monday.com offers a wide range of integrations that can streamline your workflows and boost your productivity. By connecting your favourite tools to monday.com, you can eliminate data silos, automate tasks, and extend functionality.
These integrations can help you work smarter, not harder. TimelinesAI can help you do that as well. Whether you want to centralize your customer data or use advanced automation to enhance your WhatsApp communication, TimeliensAI Monday.com integration can help you do that.
Don’t take our word for it. Give it a go yourself with our 14-day free trial!
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