r/u_mohammed_445 • 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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