Close + Monday.com

Connect Close to Monday.com — Automate Your Workflow

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
2 weeks
Setup time
98%
Client retention
One-way
Sync direction

Why Connect Close to Monday.com?

Manually copying data between Close and Monday.com wastes hours every week

Data inconsistencies between Close and Monday.com cause errors and rework

Team members forget to update both systems, leading to outdated information

No single source of truth when leads live in two disconnected tools

How We Help

Connecting Close (crm) with Monday.com (project-mgmt) is one of the most requested integrations among Australian Professional Services and Financial Services businesses. This integration eliminates the manual transfer of leads and contacts data, reducing errors and freeing up your team to focus on growth.

Eliminate Manual Data Entry

Stop copying leads between Close and Monday.com by hand. Our integration syncs data automatically, saving your team 8+ hours/week.

Reduce Errors and Inconsistencies

Automated sync eliminates typos, missed updates, and version conflicts. Every change in Close is instantly reflected in Monday.com.

Single Source of Truth

Your team always has accurate, up-to-date information regardless of which system they're working in. No more "which one is correct?" conversations.

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.

Close to Monday.com Use Cases

1

Sync leads from Close to Monday.com

When leads are created or updated in Close, automatically push changes to Monday.com. No manual export/import needed.

2

Automate boards creation

Eliminate manual data entry by automatically creating boards in Monday.com based on activity in Close.

3

Real-time status synchronisation

Keep both systems in sync with one-way status updates. When something changes in one system, the other updates instantly.

4

Automated reporting and reconciliation

Generate consolidated reports combining data from both Close and Monday.com. Catch discrepancies before they become problems.

Data Mapping

How data flows between Close and Monday.com

CloseMonday.comNotes
Close recordsMonday.com recordsCore data synchronisation between systems
Close metadataMonday.com custom fieldsAdditional context mapped to custom fields
Close timestampsMonday.com activity logAudit trail for compliance and tracking
Close statusMonday.com workflow stageStatus changes trigger workflow updates

Close + Monday.com Integration FAQ

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