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Create a deal in Pipedrive when an item’s status changes in monday.com

When an item’s status changes in monday.com, create a deal in Pipedrive.

Use this templateBrowse the library

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

Steps
1
Client fills in
2
Accounts
2
Starts
An item’s status changes in monday.com, within seconds

UsesBeta

Every step, in order

When it happens in the first app, the step runs in the second, with the client’s own account.

An item’s status changes
A status column changes on a board, within seconds.
Create a deal
A deal, linked to a person, in the stage you choose: the lead is in the pipeline.
  1. Starts whenAn item’s status changes
  2. App stepCreate a deal

What each client fills in

monday.com: Board ID
For example the number in the board’s URL
monday.com: Status column ID
The column’s ID: its menu → Column ID (“status” for the first status column).

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

  • In the client’s monday.com: avatar → Developers → My access tokens → Show → copy.

  • In the client’s Pipedrive: your avatar → Personal preferences → API → copy the token.

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Connect the client’s monday.com, for “An item’s status changes”
  2. Connect the client’s Pipedrive, for “Create a deal”
  3. Fill in monday.com: Board ID (For example the number in the board’s URL)
  4. Fill in monday.com: Status column ID (The column’s ID: its menu → Column ID (“status” for the first status column))

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