Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. First click on the "Marketplace" link in the left sidebar
2. Then click in the search box with placeholder "Enter app name, keyword or description"
3. Enter "Monday" in the search textbox
4. Click the "Search" button in the top search bar
5. Click on the "monday.com" app card in the search results
6. Click the "Authorize" button in the app details modal
7. Click the "Sign in to install" button on the app installation page
8. Click the "Install app" button in the top right corner
9. Click the "Install" button in the installation confirmation dialog
10. Click on the "Choose a board" dropdown field
11. Select a board from the options dropdown
12. Finally click the "Add app" button to complete the installation
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Why should you use this feature?
Pipedrive is a dynamic tool designed to assist sales teams in managing leads and deals efficiently, ensuring seamless sales operation.
Integrating Monday with Pipedrive can enhance your workflow by synchronizing tasks and sales data across platforms. This synergy allows teams to streamline their process, ensuring no task is overlooked while keeping all stakeholders informed.
Using Monday and Pipedrive together brings the benefit of maximizing productivity, as it centralizes project management with sales pipeline tracking, offering a more organized and proactive approach to business operations.
Last update
December 15, 2025
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