Sales teams are constantly switching between CRMs, emails, calendars, and tools like LinkedIn just to keep things on track. It’s a lot to manage—and that’s where monday.com comes in. By bringing all your essential apps into one place, it becomes the command center your team needs. 

In this article, we’ll walk you through the most valuable monday.com integrations for sales teams. You’ll see how these tools work together to streamline your workflow, cut down on manual tasks, and keep your entire sales process visible from a single dashboard.

Key Integrations That Power Up Your Sales Workflow

Managing a modern sales pipeline means more than just tracking deals—it’s about staying in sync with your tools, automating the routine, and keeping your team aligned. That’s where monday.com’s integrations come in. Below, we break down the top integrations that turn monday.com into a true sales command center.

1. HubSpot & Salesforce (CRM Integrations)
If your team uses HubSpot or Salesforce, monday.com makes it easy to connect your CRM with your workflow. With the HubSpot integration, you can automatically sync leads, contacts, and companies into your monday boards—so no detail gets lost. Similarly, Salesforce can pull in accounts, deals, and contact data directly into your pipeline view.

The result? When a new lead is added or updated in your CRM, it’s instantly reflected in monday.com. You don’t have to manually enter data in two places, and your pipeline always stays up to date. No missed updates. No duplicates. Just smooth syncing.

2. Gmail & Outlook (Email Integration)
Your inbox is where deals often begin or move forward—and with monday.com’s Gmail and Outlook integrations, those conversations don’t get siloed.

You can create tasks from emails, attach threads to deal records, or even set triggers like sending an email when a deal status changes. Imagine sending an auto-follow-up the moment a proposal is marked “Sent”—all without switching tabs. With everything connected, your team can track communication history directly on the deal board.

3. LinkedIn (via Zapier)
While monday.com doesn’t have a built-in LinkedIn app, Zapier bridges that gap effortlessly. You can set up automations—called Zaps—to track new LinkedIn connections, messages, or leads and feed them into your monday board as deal items.

For example, when you get a new LinkedIn message from a prospect, a Zap can instantly create a matching item in your pipeline. This way, your LinkedIn networking feeds directly into your sales process—no more copying and pasting lead details.

4. Calendly (Scheduling via Zapier)
Meetings are a vital part of closing deals, and Calendly simplifies booking them. But what happens next matters too. By connecting Calendly to monday.com via Zapier, you can automatically turn booked meetings into tasks.

Let’s say a prospect schedules a demo. That meeting can trigger the creation or update of an item on your sales board—keeping your schedule aligned with your pipeline. No more chasing appointments or wondering what’s been booked.

5. Zoom (Meeting Management)
With Zoom integrated into monday.com, you can keep a detailed record of your client interactions without lifting a finger. When a Zoom call is scheduled or starts, monday.com can log key info—like who attended, when it happened, and even add the meeting recording link.

This gives your sales team full visibility. If someone else picks up the conversation later, they’ll have the context needed to follow up smoothly.

6. PandaDoc & DocuSign (E-signature Integration)
Once a deal’s ready to close, signatures are the final hurdle. monday.com integrates with both PandaDoc and DocuSign so you can manage documents directly inside your workflow.

For example, with PandaDoc’s webhook integration, you can automatically update a deal’s status when a contract is signed. And with DocuSign, you can send agreements and track signing progress without leaving the platform. No more wondering whether a client has opened your contract—monday.com shows you everything in real time.

Integrations like these turn monday.com from a task board into a powerful, end-to-end sales platform. By connecting your CRM, email, scheduling, and communication tools, you eliminate manual busywork and focus more on what matters—closing deals.

Real Sales Use Cases with monday.com Integrations

When your tools talk to each other, your sales process becomes smoother, faster, and far less manual. Here's how sales teams are putting monday.com’s integrations to work in real-life scenarios:

1. Automate Lead Capture (So Nothing Slips Through)
Tired of copying leads from forms or LinkedIn into your CRM or task board? With monday.com integrations, that manual work disappears.

For instance, connecting HubSpot means any new form submission or inbound lead is instantly added to your sales pipeline in monday.com. No more toggling tabs. Similarly, you can use Zapier to feed new LinkedIn connections straight into monday.com as fresh leads.

Whether leads come from ads, email campaigns, LinkedIn, or web forms—they’re automatically captured and tracked in one place. That means faster follow-ups, fewer missed opportunities, and more time selling.

2. Keep Deals Synced with Your CRM (No More Pipeline Mismatches)
Sales teams often juggle multiple tools to track where deals stand. monday.com eliminates that back-and-forth by syncing directly with your CRM.

With Salesforce and HubSpot integrations, updates flow both ways. Change a deal stage in Salesforce? It reflects immediately in monday.com. Move a deal to "Closed Won" in monday.com? That change updates your CRM too.

This two-way sync keeps your entire sales pipeline aligned—whether you're looking at it from monday.com or your CRM dashboard. No double entry, no confusion—just real-time clarity for reps and managers alike.

3. Centralize Client Communication (Everything in One Place)
Imagine being able to click on a client’s deal and instantly see their emails, meetings, contracts, and more—all in one view.

That’s what happens when you connect tools like Gmail or Outlook to monday.com. Every email thread can live right next to the deal it relates to. Add in Zoom, and meeting details (including links and participants) get logged automatically. Add PandaDoc or DocuSign, and you can even track contract status from the same board.

Your sales board becomes a true source of truth—no digging through inboxes or switching apps. Every conversation, document, and touchpoint is one click away, so your team stays informed and aligned at every stage.

Visualizing Your Sales Pipeline with monday.com Integrations

Once your tools are connected, monday.com becomes more than just a task board—it transforms into a live, visual snapshot of your entire sales pipeline.

1. Interactive Pipeline Board
At the heart of it is the CRM board, where every deal is tracked as an item and grouped by stage—like “Prospecting,” “Negotiation,” or “Closed.” You can easily drag deals from one stage to another as they move forward.

Thanks to integrations with your CRM, email, and lead sources, new deals are added automatically—no need for manual updates. What you get is a dynamic, real-time pipeline that shows you exactly where things stand.

2. Real-Time Dashboards & Charts
monday.com also lets you turn data into visual insights with custom dashboards. Add a bar chart to show deal value by stage, or build a funnel view to track how deals are moving through your pipeline.

Because your data is synced from connected tools, these charts update in real time. You can even forecast revenue by pulling totals from your "Deal Value" fields—no spreadsheet needed.

Together, the pipeline board and dashboards give your sales team and managers a complete view: deal progress, performance metrics, and revenue forecasts—all in one place.

Wrapping up!

Now that you’ve seen the power of connecting your sales tools, imagine building a fully integrated sales pipeline in monday.com. As a monday.com Bronze Partner, Tollanis can help you set up these integrations and customize your boards to fit your process. We’ll guide you step-by-step, so your team spends less time switching apps and more time closing deals. 

Let us show you how to automate your sales pipeline in monday.com and scale your team effectively.