with powerful automations that keep your teams aligned and your CRM data up to date. This integration bridges the gap between Close and monday.com by automatically syncing sales activity into customizable monday.com boards, helping teams reduce manual work and improve visibility across sales, operations, and customer success.
Automatically create monday.com items when new data is added in Close, including Opportunities, Leads, Contacts, Tasks, and Activities. Build flexible workflows that fit your team’s process and centralize your CRM operations directly inside monday.com.
🔧 Supported automations:
✅ When a new Opportunity is created in Close → create item in monday.com
✅ When a new Lead is created in Close → create item in monday.com
✅ When a new Contact is created in Close → create item in monday.com
✅ When a new Task is created in Close → create item in monday.com
✅ When a new Activity is created in Close → create item in monday.com
📈 Popular use cases:
• Sync new sales opportunities into monday.com sales boards
• Automatically track leads and contacts across teams
• Keep customer success and operations updated with CRM activities
• Create onboarding or fulfillment workflows from new deals
• Centralize sales tasks and follow-ups in monday.com
⚡ Flexible automation builder
Combine triggers and actions to create custom workflows tailored to your business. Sync important CRM data like owners, stages, deal values, notes, priorities, and activity details directly into monday.com boards.
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"description": "<p>Sync your sales workflows between Close CRM</p><p>and <a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monday.com</a></p><p>with powerful automations that keep your teams aligned and your CRM data up to date. This integration bridges the gap between Close and <a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monday.com</a> by automatically syncing sales activity into customizable <a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monday.com</a> boards, helping teams reduce manual work and improve visibility across sales, operations, and customer success.</p><p>Automatically create <a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monday.com</a> items when new data is added in Close, including Opportunities, Leads, Contacts, Tasks, and Activities. Build flexible workflows that fit your team’s process and centralize your CRM operations directly inside <a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monday.com</a>.</p><p>🔧 Supported automations:</p><p>✅ When a new Opportunity is created in Close → create item in <a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monday.com</a></p><p>✅ When a new Lead is created in Close → create item in <a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monday.com</a></p><p>✅ When a new Contact is created in Close → create item in <a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monday.com</a></p><p>✅ When a new Task is created in Close → create item in <a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monday.com</a></p><p>✅ When a new Activity is created in Close → create item in <a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monday.com</a></p><p>📈 Popular use cases:</p><p>• Sync new sales opportunities into <a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monday.com</a> sales boards</p><p>• Automatically track leads and contacts across teams</p><p>• Keep customer success and operations updated with CRM activities</p><p>• Create onboarding or fulfillment workflows from new deals</p><p>• Centralize sales tasks and follow-ups in <a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monday.com</a></p><p>⚡ Flexible automation builder</p><p>Combine triggers and actions to create custom workflows tailored to your business. Sync important CRM data like owners, stages, deal values, notes, priorities, and activity details directly into <a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monday.com</a> boards.</p><p>✉️ Have an idea or feature request? Reach out anytime at <a href=\"mailto:contact@stargateapps.io\" rel=\"noopener noreferrer\" target=\"_blank\">contact@stargateapps.io</a></p>",
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