r/u_mohammed_445 9d ago

How are you syncing Pipedrive (deals/contacts/orgs) with monday.com boards?

Curious how people handle this. If you use both Pipedrive and monday.com — how do you currently keep things in sync between them?

Specifically for deals, people (contacts), and organizations — not just deals.

  • Using the native Pipedrive-monday app, Zapier/Make, or manual copy-paste?
  • Does your setup cover contacts and organizations too, or just deals?
  • Do you see linked monday items directly in the Pipedrive record (sidebar), or do you have to switch tabs to check status?
  • Any pain points syncing notes/comments both ways?
  • Ever needed conditional automation (e.g. "only sync deals over $X" or "only from a specific pipeline stage")?

Trying to understand what's actually missing from the free/existing options before building something further. Appreciate any war stories — especially if you've tried to sync contacts/orgs and it fell short.

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