· productivity  · 8 min read

How to Integrate Monday.com with Your Favorite Tools: A Step-by-Step Guide

A practical, step-by-step guide to connecting monday.com to Slack, Google Workspace, Zoom, GitHub, Jira, Salesforce and more-using native integrations, Zapier/Make, and the monday.com API so you can automate workflows and build a resilient productivity hub.

A practical, step-by-step guide to connecting monday.com to Slack, Google Workspace, Zoom, GitHub, Jira, Salesforce and more-using native integrations, Zapier/Make, and the monday.com API so you can automate workflows and build a resilient productivity hub.

Outcome first: connect the tools your team already loves to monday.com and cut the busywork by up to hours per week. Do that, and your team spends less time copying and chasing, and more time shipping work that matters.

This guide shows you exactly how to connect monday.com to the apps you use every day-Slack, Google Calendar/Drive, Zoom, GitHub, Jira, Salesforce, HubSpot and more-using native integrations, third-party automation platforms (Zapier / Make), and the monday.com API/webhooks when you need custom behavior. Follow the step-by-step examples, copy the sample GraphQL call, and use the troubleshooting checklist to get integrations working reliably.

Why integrate monday.com?

  • Reduce manual data entry and status-checking.
  • Centralize work and context in boards while keeping specialized apps for their strengths.
  • Trigger actions across systems so processes run reliably and consistently.

What you’ll learn in this guide

  • When to use native monday.com integrations vs Zapier/Make vs custom API/webhooks.
  • Step-by-step recipes for Slack, Google Calendar, Zoom, Jira, GitHub, and Salesforce via Zapier.
  • A minimal GraphQL example to create/update items via the monday.com API.
  • Best practices for mapping fields, security, testing and monitoring.

Prerequisites (quick checklist)

  • monday.com account with integrations enabled (admin rights often required for some connections).
  • Active accounts for the tools you want to connect (Slack workspace, Google account, GitHub org, etc.).
  • For custom builds - a monday.com API token and a place to receive webhooks (public endpoint).
  • An integration plan - start with one or two automations, test, then expand.

When to use which approach

  • Native monday.com integrations (built-in) - Best for common pairings (Slack, Google Calendar, Drive, Zoom, Jira, GitHub). Fastest to install and maintain.
  • Zapier / Make (Integromat) / Automate.io - Great for chaining apps that monday.com doesn’t integrate to natively or for multi-step logic without coding.
  • monday.com API + webhooks / Custom Apps - Use when you need fine-grained control, high-volume automation, custom UI elements, or to avoid third-party costs.

References and docs (helpful links)

Step-by-step examples

  1. Slack - send notifications and create items from messages

Why: Keep conversations and work synchronized without copy/paste.

Using the native monday.com Slack integration (fastest)

  1. Open a board in monday.com.
  2. Click Integrate (top right) → search for Slack.
  3. Choose a recipe, e.g. “When status changes to something, notify a Slack channel” or “When an item is created, send a Slack message”.
  4. Authenticate your Slack workspace and choose the target channel.
  5. Map fields (item name, pulse link, status) into the Slack message template.
  6. Save and test by changing a status or creating an item.

Tips:

  • Use message templates with direct links to the item (the {pulseurl} token) so recipients can jump straight to the board.
  • If you need two-way interaction (action in Slack creates updates in monday), enable the Slack button integration or use Zapier for more complex flows.
  1. Google Calendar - sync deadlines and events

Why: Keep project due dates visible on personal and shared calendars.

Using native integration (two-way sync available)

  1. Integrate → search “Google Calendar”.
  2. Connect your Google account.
  3. Pick the board and the date column to use for events.
  4. Choose mapping rules (one-way to Calendar, or two-way sync).
  5. Test by adding a date to an item and verifying it appears in Google Calendar.

Notes:

  • Two-way sync requires care to avoid looping updates-set a clear owner for date changes.
  • For complex scheduling (multiple calendar fields, attendees), use Zapier/Make.
  1. Zoom - create meetings from monday items

Why: Keep meeting scheduling close to the task or ticket that needs discussion.

Using the native Zoom + monday integration

  1. Integrate → search “Zoom”.
  2. Authenticate your Zoom account.
  3. Pick a recipe like “When a status changes to ‘Meeting’, create a Zoom meeting”.
  4. Map time/date columns and invitees (email column) if available.
  5. Save and test (make a status change to trigger meeting creation).
  1. Jira - sync issues with dev workflows

Why: Keep product and engineering aligned by syncing monday items with Jira issues.

Using the native monday.com Jira integration

  1. Integrate → find “Jira”.
  2. Authenticate with Jira and choose the project.
  3. Select a recipe - e.g. “When an item is created in monday, create a Jira issue” or the reverse.
  4. Map summary, description, priority and status fields.
  5. Configure linking-store the Jira issue URL in a column for easy navigation.
  6. Test with a small, non-critical issue.

Tips:

  • Map statuses carefully - a mismatch can cause confusion. Create explicit mappings for each status value.
  • Limit which transitions trigger updates to prevent frequent loops.
  1. GitHub - create commits / PR-related automations

Why: Surface pull requests and issue status in monday boards used by PMs and QA.

Native integration steps

  1. Integrate → choose “GitHub”.
  2. Authenticate using a GitHub token.
  3. Pick triggers such as “When a pull request is opened” to create or update an item.
  4. Map the PR/issue URL and status to columns on your board.

Use case: Automatically move an item to “In Review” when a PR is created that references the item ID in its description.

  1. Salesforce / HubSpot - push leads and contacts into monday (via Zapier)

Why: Sales and marketing systems often require conditional logic or transformations that are easier in Zapier than native integrations.

Zapier (no-code) example: Salesforce lead → monday.com item

  1. In Zapier, create a new Zap.
  2. Trigger - Salesforce → New Lead (or New Record matching criteria).
  3. Action - monday.com → Create Item.
  4. Authenticate both platforms.
  5. Map Salesforce fields (Name, Email, Company, Lead Source) into monday column values.
  6. Add steps if you want to check for duplicates first (Search Actions), or add conditional filters (Zapier Paths).
  7. Turn on Zap and test with a sample lead.

Why use Zapier/Make for CRM flows?

  • They provide conditional logic (Paths / Scenarios), data transforms and retries.
  • They abstract authentication and rate limits across APIs.
  1. Multi-step flows with Make (Integromat)

Why: When you need loops, collections, or advanced data transforms between many apps.

Example: When a form submission (Typeform) arrives, create a monday item, attach a Google Drive file, and notify Slack.

  1. In Make, create a new Scenario.
  2. Add a Typeform module (watch responses).
  3. Add a monday.com module (create an item and attach file) and map fields from the form.
  4. Add a Google Drive module (find file and attach or upload) if needed.
  5. Add a Slack module to send messages.
  6. Run the scenario in test mode and iterate.
  1. Custom integrations - monday.com API + webhooks (advanced)

Why: Use this when you need high control, low latency, or to avoid third-party platform costs.

Get an API token

  1. In monday.com, click your avatar → Admin → API or the developers area and generate a v2 API token.
  2. Store it securely (don’t embed in client-side code).

Basic GraphQL example (create an item)

curl -s -X POST https://api.monday.com/v2 \
  -H "Content-Type: application/json" \
  -H "Authorization: YOUR_API_TOKEN" \
  -d '{"query":"mutation { create_item (board_id: 123456789, item_name: \"New task from API\", column_values: \"{\\\"status\\\":\\\"{\\\\\\\"label\\\\\\\":\\\\\\\"Working on it\\\\\\\"}\\\"}\") { id } }" }'

Update an item column value

curl -X POST https://api.monday.com/v2 \
  -H "Content-Type: application/json" \
  -H "Authorization: YOUR_API_TOKEN" \
  -d '{"query":"mutation { change_simple_column_value (board_id: 123456789, item_id: 987654321, column_id: \"status\", value: \"{\\\"index\\\":1}\") { id } }" }'

Webhooks

  • You can create webhook subscriptions to be notified when items are created or changed. Handle these webhooks in your server to kick off custom business logic or to push changes into other systems.
  • See monday.com developer docs for webhook setup and signatures: https://monday.com/developers/v2

Security and rate limit notes

  • Keep API tokens private. Rotate tokens regularly and use least privilege where possible.
  • monday.com has rate limits; batch updates when possible and add exponential backoff for retries.
  • When using third-party platforms, also respect their rate limits and authentication models.

Best practices for reliable integrations

  1. Start small, iterate - Build one reliable recipe before automating a dozen.
  2. Map fields explicitly - List the columns in monday and their types (text, status, people, date) and map to equivalent fields in the remote app.
  3. Avoid loops - Use flags or “source” fields so changes from integrations don’t re-trigger themselves.
  4. Use IDs and URLs - Store external object IDs (Jira key, GitHub PR number) and URLs in dedicated columns to make debugging easier.
  5. Test with a sandbox or limited scope - Run on a test board or a single project first.
  6. Monitor and alert - Log integration errors and set up alerts for failures.
  7. Document mapping - Keep a short doc for each integration describing triggers, actions, and field mappings.
  8. Governance - Limit who can edit integration recipes; use an owner for each integration.

Troubleshooting checklist

  • Authentication issues - Reconnect the integration and confirm account permissions.
  • Missing fields/columns - Confirm column IDs and types; text fields map to text, status fields require matching labels.
  • Duplicate items - Add dedup logic (search first) or use unique keys in item names.
  • Rate limit errors - Implement batching and retry with backoff.
  • Loops (integration triggers itself) - Add a last-updated-by column, or include conditional checks on the trigger.

When to hire an expert or developer

  • If you need an in-house app with custom UI elements in monday.
  • If you have high-volume data flows and need to optimize rate usage and error handling.
  • If you require complex transformations or secure, audited data pipelines.

Implementation checklist (quick)

  • Define objectives for the integration and acceptance tests.
  • Choose method - native / Zapier / Make / custom.
  • Map fields and create a test board.
  • Implement the integration and run end-to-end tests.
  • Set up logs/alerts and document ownership.
  • Roll out to production users and train them on behavior changes.

Wrap-up

Integrating monday.com with the rest of your stack cuts friction and makes project work visible, actionable, and reliable. Start with native integrations for the most common tools, use Zapier or Make for multi-step or conditional logic, and move to the API/webhooks for full control and scale. Build one solid integration, monitor it, and expand gradually-your productivity ecosystem will grow more powerful and stable that way.

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