Close + Monday.com

Connect Close to Monday.com: The Integration Professional Services Businesses Trust

Sync data between Close and Monday.com automatically. Eliminate manual data entry, reduce errors, and save 8+ hours/week with a custom integration built by Harvard-educated automation experts.

8+ hours/week

Saved weekly

Instant

Contact sync

98%

Client retention

One-way

Sync direction

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Why Connect Close to Monday.com?

Client engagement details in Close and time-tracking data in Monday.com do not align, making billing inaccurate

Manually copying data between Close and Monday.com wastes hours every week that could be spent on revenue-generating work

Close limitations compound the integration challenge: smaller integration ecosystem than major CRMs means some connections require Zapier rather than native integrations

Reporting across Close and Monday.com requires painful manual exports and spreadsheet merges

Transaction data in Close requires manual verification against Monday.com, increasing audit risk

New team members take longer to onboard because they must learn manual workarounds to keep Close and Monday.com aligned

How We Help

For Professional Services and Financial Services businesses across Australia, the disconnect between Close and Monday.com is a daily frustration. Our custom integration bridges your crm & sales and project management systems, ensuring leads and contacts flow seamlessly without manual intervention. On the technical side, Close uses a REST + Webhook API with API key authentication, and Monday.com authenticates via API key, which our team handles as part of the build.

Real-Time Visibility Across Teams

When a record updates in Close, every team member working in Monday.com sees the change instantly. No lag, no stale dashboards, no conflicting reports.

Custom-Built for Your Workflow

Unlike generic connectors, we build integrations tailored to how your business actually uses Close and Monday.com. Custom field mappings, business rules, and error handling included.

Built-In Error Handling and Alerts

Our integrations include automatic retries, error queuing, and real-time notifications. If something fails between Close and Monday.com, your team knows immediately and the system self-recovers where possible.

Maximise Billable Hours

When time-tracking and client data sync between Close and Monday.com automatically, your consultants spend more time on client work and less on admin.

Close to Monday.com Use Cases

Automated error handling and retry for Close/Monday.com sync

When a sync between Close and Monday.com fails due to a rate limit, network issue, or validation error, the integration retries automatically with exponential backoff. Your team is alerted only when intervention is genuinely needed.

Data Mapping

How data flows between Close and Monday.com

Close	→	Monday.com	Notes
Close Record IDs	→	Monday.com External References	Cross-reference identifiers stored on both records for bidirectional lookups and deduplication
Close Owner/Assignee	→	Monday.com Owner/Assignee	Record ownership mapped between platforms using email address as the matching key
Close Timestamps	→	Monday.com Audit Log	Created and modified timestamps preserved for sync conflict resolution and compliance
Close Calls	→	Monday.com Custom Fields	Calls data from Close stored in Monday.com custom fields for reference
Close Activities	→	Monday.com Custom Fields	Activities data from Close stored in Monday.com custom fields for reference
Close Leads	→	Monday.com Custom Fields	Leads data from Close stored in Monday.com custom fields for reference
Close Opportunities	→	Monday.com Custom Fields	Opportunities data from Close stored in Monday.com custom fields for reference
Close Contacts	→	Monday.com Custom Fields	Contacts data from Close stored in Monday.com custom fields for reference

Close + Monday.com Integration FAQ

The most common data objects synced between Close and Monday.com include leads, contacts, opportunities. We map each data type to its counterpart in the target system, including custom fields, metadata, and relationship data. The exact scope is tailored to your workflow during the discovery session.

Absolutely. Custom field mapping is a core part of every integration we build. Whether it is custom properties in Close or user-defined fields in Monday.com, we map them precisely to your requirements. We can also transform data formats, apply business rules, and handle conditional mappings.

Our integrations include comprehensive error handling: automatic retries for transient failures (respecting API rate limits), error queuing for system outages, data validation before writes, and real-time alerts for issues that need human attention. We also provide a dashboard where you can monitor sync health and review error logs.

By default, we configure Close to Monday.com as a one-way sync, but bi-directional sync is possible if your workflow requires it. We will assess the best approach during the discovery session.

Yes, we handle one-time historical data migrations alongside ongoing sync. We map your existing leads, validate data quality, and run test migrations before the final cutover. Most migrations complete within 4-8 weeks depending on volume.

Yes, every integration includes 3 months of post-launch support. We monitor sync health, troubleshoot issues, and make adjustments as your workflow evolves. Ongoing maintenance plans are available for businesses that want continuous optimisation.

Yes. We routinely build conditional logic, field transformations, data enrichment, and approval workflows into integrations. For example, only sync leads that meet certain criteria, or transform data formats before writing to Monday.com. Your business rules drive the integration design.