Project Management Integration

Options

I'm trying to integrate my Pipedrive CRM with the Monday platform, but the integration is very simple. They just have the option when you create or add a lead. I would like to use integrations such as "when you move a deal to another stage", then is added in the Monday Platform.

Do you guys have any suggestion, how to do that, or if I using the API key can help with something? Open to new ideas as well.


Thanks

Answers

  • Joseph Valenti
    Joseph Valenti Member Posts: 71
    First Anniversary 5 Likes Name Dropper Photogenic
    Options

    The integration to Monday in the Marketplace is indeed fairly simple.

    If you wish to have other data transmitted, or see different results/behaviours, you can hire a Partner (like us...) to write custom code using the API's for both products. That would certainly provide a very fast and compelling system for your business.

    This type of development is valid, but it can be expensive.

    We often recommend that you begin with an integration platform like Make.com, Zapier or Pabbly.

    If you choose to invest the time to do-it-yourself, you can likely achieve the results you seek at lower cost. The responses may be a little slower, and you are committed to a subscription from one of these platforms, but you will also results sooner and at lower cost.

    We have a team of integration experts which can contribute to your success using API's, webhooks or a platform (we prefer Make.com but the others also work!). I invite you to contact me if you'd like to discuss your requirements.


    Joseph Valenti

    PipedriveExperts dot com

  • David Gurr (Make.com)
    Options

    While simple and easy to set up, 1:1 direct integrations often don't have the flexibility you might need. They can't cover every single business use-case.

    That's where workflow automation solutions come in.

    You can get started easily yourself with Make - there's a range of free courses at the Make Academy, and a thriving Make Community (like this one!) that includes Make's most active users and service partners, all willing to help.

    Make is free to start with - you get 1,000 operations free per month for up to 2 scenarios.

    Paid help from experts is also available, as @Joseph Valenti mentioned. You can find Make Partners with Pipedrive skills listed on Make's Partner finder.