How to Use Monday.com Integrations to Centralize Your Tools

Discover how Monday.com integrations connect email, chat, CRM, and file tools into one hub. Save time, reduce silos, and centralize workflows.

How to Use Monday.com Integrations to Centralize Your Tools

Most businesses use a patchwork of apps — one for chat, another for email, another for CRM. The problem? Constant switching, duplicate updates, and lost information. Monday.com fixes this by integrating with 70+ tools, turning your workspace into a true all-in-one hub.

What Are Monday.com Integrations?

Integrations connect Monday.com with the apps your team already uses. They automate the flow of data between platforms, so you don’t have to copy-paste or update multiple places.

For example:

• Create tasks from Gmail or Outlook emails.

• Get Slack or Teams alerts when statuses change.

• Sync Zoom meetings with project boards.

• Pull CRM data from Salesforce or HubSpot into Monday.com.

Why Centralizing Tools Matters

Reduce App Switching – Less time jumping between tabs.

1. Improve Collaboration – Teams stay updated in real time.

2. Ensure Data Accuracy – Information stays consistent across platforms.

3. Boost Productivity – Automations remove manual steps.

Top Monday.com Integrations

Slack & Microsoft Teams
Notify teammates automatically about task updates, approvals, and due dates.

1. Outlook & Gmail
   Convert emails into items, link threads to projects, and ensure communication is tracked.

2. Zoom
   Attach meetings to projects, track agendas, and keep minutes in one place.

3. Salesforce & HubSpot
   Sync pipelines, leads, and deals so sales teams and operations work from the same data.

4. Google Drive & OneDrive
   Add documents directly to tasks and collaborate without leaving Monday.com.

5. Make.com & Zapier
   Build custom integrations to thousands of apps beyond the native marketplace.

How to Set Up an Integration

Open your board in Monday.com.

1. Click Integrate in the top menu.

2. Choose your app from the integration center.

3. Authorize access and select your workflow (e.g., “When status changes → send Slack message”).

4. Test and adjust settings to ensure smooth syncing.

Best Practices for Using Integrations

Start with Core Tools: Connect email, chat, and calendar first — they drive daily workflows.

• Avoid Redundancy: Don’t duplicate alerts across platforms; it creates noise.

• Pair with Automations: Use integrations alongside native automations for powerful workflows.

• Review Permissions: Make sure sensitive data is secure when syncing across apps.

Monday.com integrations transform your account into a centralized work hub. Instead of juggling disconnected tools, your team can focus on moving projects forward with everything tasks, communication, files, and CRM in one place.

Ready to connect your tools to Monday.com?

We specialize in building workflows that link email, chat, CRM, and more into one seamless system.

Book a live build session today