Monday

Monday

Connect Monday with all your business tools. Leads, deals and activity data sync automatically in real time, keeping your pipeline clear and organized.

Supported Integrations

With Marketing system

Integrate Monday Sales CRM with your marketing tools to automate campaigns and align marketing activity with CRM data.

With Accounting

Generate invoices, orders, and quotes from closed deals. Sync financial records and ensure accuracy automatically.

How does it work?

Marketing apps update Monday with campaign responses, engagement behaviors, and email activity, while Monday sends audience data back for segmentation.

Campaigns
Trigger campaigns or email sequences based on board updates or form responses.

Segments
Sync audience segments from Monday into marketing tools automatically.

Engagement
Monitor campaign interactions directly inside Monday dashboards.

How does it work?

Marketing apps update Monday with campaign responses, engagement behaviors, and email activity, while Monday sends audience data back for segmentation.

Campaigns
Trigger campaigns or email sequences based on board updates or form responses.

Segments
Sync audience segments from Monday into marketing tools automatically.

Engagement
Monitor campaign interactions directly inside Monday dashboards.

How does it work?

Marketing apps update Monday with campaign responses, engagement behaviors, and email activity, while Monday sends audience data back for segmentation.

Campaigns
Trigger campaigns or email sequences based on board updates or form responses.

Segments
Sync audience segments from Monday into marketing tools automatically.

Engagement
Monitor campaign interactions directly inside Monday dashboards.

With Accounting system

Connecting Monday Sales CRM with your accounting apps helps automate deal-to-invoice workflows.

How does it work?

Closed deals or updated fields in Monday can automatically generate invoices, update customer billing profiles, or sync payment status.

Invoices
Auto-create invoices once a deal reaches “Closed Won”.

Payments
Sync payment updates back into the CRM for real-time status.

Customer Records
Keep customer billing details synced across both systems.

How does it work?

Closed deals or updated fields in Monday can automatically generate invoices, update customer billing profiles, or sync payment status.

Invoices
Auto-create invoices once a deal reaches “Closed Won”.

Payments
Sync payment updates back into the CRM for real-time status.

Customer Records
Keep customer billing details synced across both systems.

How does it work?

Closed deals or updated fields in Monday can automatically generate invoices, update customer billing profiles, or sync payment status.

Invoices
Auto-create invoices once a deal reaches “Closed Won”.

Payments
Sync payment updates back into the CRM for real-time status.

Customer Records
Keep customer billing details synced across both systems.

Benefits of Integrating

Monday

with Cloudify

Centralized Sales Pipeline Visibility

Syncing data into one place gives your team a unified view of leads, deals, activities, and sales stages for faster decision-making.

Automated Lead & Deal Management

Leads, contacts, and deal updates flow automatically between systems, reducing manual work and ensuring no opportunity is missed.

Faster Sales Cycles

Automated follow-ups, task creation, and deal status updates keep your team on track and accelerate conversions.

Improved Sales Forecasting

Real-time syncing of deal size, stages, and win probability enhances forecast accuracy and helps teams plan better.


Better Team Collaboration

Sales activities, notes, and updates are shared instantly, enabling smooth coordination between sales, marketing, and support.

Scalable Sales Operations

As the team grows, integrated workflows support larger pipelines, higher activity volumes, and more automation without increasing workload.

Customized to your needs

Cloudify is a platform that automates most of your accounting tasks for your webshop sales.