How monday.com Integrations Work?
Monday.com is a work operating system (Work OS) that allows teams to manage projects, workflows, and processes in one place. One of the key features of Monday.com regarding project management tools, is its ability to integrate with other tools and platforms that teams use on a daily basis. In this blog post, we will explore how Monday.com integrations work and how they can help you streamline your work, save time, and make team collaboration better.
What are Monday.com Integrations?
Monday.com integrations are predefined flows that connect Monday.com with external platforms, such as Slack, Gmail, Zoom, Jira, and more. These integrations allow you to sync data in real time, automate actions, and communicate in context without leaving Monday.com.
For example, you can use the Slack integration to share updates and files in Slack channels from directly inside Monday.com. Or you can use the Zoom integration to set Zoom calls within any Monday.com board to communicate in context. Or you can use the Jira integration to collaborate widely across different departments on any project.
Monday.com has integrated around 200 apps, you can explore them in the Monday.com integrations marketplace.
Why Use Monday.com Integrations?
Monday.com integrations can help you work smarter, faster, and better by:
- Centralizing data in one place: You can keep all your data in Monday.com to increase team alignment and improve business organization. You can avoid juggling disconnected apps and make sure nothing falls between the cracks.
- Automating work: You can increase productivity and avoid repetitive work by connecting tools that automate your daily workflows. You can easily schedule notifications, automate emails, sync meetings, and more.
- Syncing tools in seconds: You can seamlessly integrate your favorite tools without disrupting your work. All Monday.com integrations can be set up in just a few clicks – no coding required.
How to Set Up Monday.com Integrations?
To set up an integration, follow these steps:
- Go to the board that you want to integrate with another platform.
- Click on the Apps button at the top right corner of the board.
- Choose the platform that you want to integrate with from the list of available integrations.
- Read the Overview, Pricing and Permissions Tab
- Click on Add to your account to activate the integration.
- Setup the parameters (you will recognize them as they are usually underlined). Think about parameters as rules you apply for using the information you got on Monday.com.
- If information should be displayed, you will be asked to map the information (it is just a way of asking what, when, and where you want to display the information)
You can also edit or delete an existing integration by clicking on the Apps button and choosing the Installed apps option.
When installed, you can set up automations to maximize productivity and steer away from redundant tasks by setting up automations. For more, you can check this article about automations.
Most frequent integrations (and how to set them up)
Outlook
- In the board you are working on, at the right upper corner, tap on the integration button and select outlook among the logos displayed
- Select the type of integration you want to create, then Monday.com will connect to Outlook. Keep in mind that personal accounts cannot connect. Also, you should have a Microsoft 365 Business Premium Licence.
- You will be asked for permission to access to Outlook’s data through Monday.com, you can accept
- Now you have both accounts connected. If you have any questions, you can reach out to Monday.com customer support here
Salesforce
To integrate Salesforce into Monday.com, you will need to be subscribed to the enterprise plan in Monday.com and also to the enterprise or unlimited plan in Salesforce.
- Tap the integration option at the top right corner of your screen
- Select the Salesforce logo
- Select the “recipe” or rule you want your integration to follow
- Enter your Salesforce sub-domain and allow access
- Customize the integration
As costs can be high for the integration between Salesforce and Monday.com, you might want to consider the Monday.com CRM platform solution. It will depend on your company needs, if you want a free assessment, you can contact us.
Microsoft Teams
Before you start, make sure to do the integration connection with the credentials of the Office 365 global administrator, the global administrator should also be in the team you want to integrate. This will be only necessary for the connection, after that, anyone can build the integration in Monday.com.
- Go to the board you want to create the integration
- Tap on the right top corner the integration button, select the Teams banner
- Select the recipe (or condition) you want to set up
- Connect Teams to Monday.com
Keep in mind that you will be able to connect team channels, chats are not supported yet by Monday.com.
Jira
Monday.com worked in a new Jira integration that overrides the old one. In this new version, you will not need to have admin credentials to do the connection between Jira and Monday.com. Also it just has one recipe, but that one recipe will allow you to create several small recipes so you can configure the integration properly.
- Click on the board you want to integrate and then on the Jira logo, do not choose the deprecated banner
- Click on the only recipe available and start customizing it
- Connect Jira and Monday.com
- Start customizing the recipe, you can choose the direction, if from Jira to Monday.com or Monday.com to Jira or both ways, you can include the information there. It’s important to notice that just the creators of the integration will be able to edit the recipe.
Monday.com API
How Delta PMO Can Help You
Monday.com integrations can be confusing when setting them up. Our experts can structure your Monday.com environment, customize your integrations, and train your team on how to use them effectively.
Ensure your integrations run smoothly and securely with our ongoing support and maintenance. Schedule a complimentary assessment call with our experts. We have helped clients across various industries and sectors to leverage their business.
Share This Post
More to explore
Contact Us
Schedule a free consultation call
Operational success through projects