Monday CRM + Converge
Converge Team
AI-first CRM built on the monday.com work platform
monday.com CRM is an AI-first CRM layered on top of monday.com's board-based work platform. Revenue teams build visual pipelines, code-free automations, and dashboards from the same boards engine that powers monday work management. As of 2026 monday.com serves over 250,000 customers worldwide, including Canva, Coca-Cola, and Lionsgate (monday.com, 2026).
Pricing in 2026 starts at $12 per seat per month for Basic, $17 for Standard, and $28 for Pro, all billed annually with a three-seat minimum (monday.com CRM pricing, 2026). Ultimate replaces the former Enterprise tier and is quote-based. Every plan ships with 500+ integrations, AI Notetaker for call transcripts, mass email and sequences, and customizable dashboards.
customers use monday.com worldwide as of 2026. The CRM product adds AI Sales Agents, AI deal summaries, and automated sequences on top of the work-management foundation. — monday.com, 2026
monday.com CRM is best for teams that already live in monday.com boards. If your team isn't using monday.com for sales tracking yet, a dedicated CRM like HubSpot or Pipedrive is usually a closer fit out of the box.
Integration Capabilities
What You Can Do
- Sync Monday CRM data with Converge
- Automate workflows between platforms
- Enrich customer profiles with CRM data
- Trigger actions based on support events
How It Connects
- Zapier (no-code automation)
- Make (visual workflow builder)
- Converge API (custom integration)
- Webhook events for real-time sync
Use Cases
Sync support conversations to deals. When a Converge customer messages support, push a matching activity to the monday.com CRM contact or deal. Sales sees the support thread, and the support agent sees the deal stage, owner, and account value in the customer sidebar before replying.
Promote chat conversations into qualified leads. Widget visitors who convert in chat can be created as monday.com CRM leads with the conversation transcript attached as an item update. Lead status, owner, and pipeline stage are set with code-free automations (monday.com Pro includes 25,000 automation actions per month, Standard 250 per month).
Bind monday.com items to Converge customers with a single custom column ('Converge customer ID') instead of relying on email lookups. Email matching breaks when the same person uses different addresses across WhatsApp, the widget, and Gmail.
Coordinate post-sale handoff. After a deal closes in monday.com CRM, the new customer appears in Converge with the deal stage, owner, and account value populated. Support agents instantly see whether they're talking to a trial user or a six-figure account, which prevents the common gap where support contradicts what sales already promised.
How to Connect
Connect via Zapier or Make. Authorize both monday.com and Converge in your automation platform, then map fields between monday.com items (contacts, leads, deals) and Converge customers. The most common Zap is "New Converge customerCreate monday.com contact," plus the reverse "Updated monday.com deal stageUpdate Converge customer tag."
Use the Converge API for richer flows. Webhooks on inbound messages can trigger monday.com automations (post item, change status, assign owner) without an intermediate platform. The Converge API and webhook support are included in the $49/month flat-rate plan.
Build a CRM board that matches your sales process. monday.com CRM ships templates for B2B sales, account management, and lead capture. Start with the closest match, add a "Converge customer ID" column to bind records across systems, then layer automations on top.
Zapier
Connect Monday CRM and Converge through Zapier's no-code automation.
Make
Build custom workflows with Make's visual builder.
API
Use Converge's API for custom integrations.
Ready to try Converge?
$49/month flat. Up to 15 agents. 7-day free trial, no credit card required.
Start Free TrialFrequently Asked Questions
monday.com CRM connects with Converge through Zapier, Make, or the Converge API and webhooks. The most common pattern is creating monday.com contacts from new Converge customers and pushing deal-stage changes back to Converge as customer tags so support agents see deal context in the sidebar.
monday.com CRM has four tiers billed annually: Basic at $12 per seat per month, Standard at $17, Pro at $28, and Ultimate (formerly Enterprise) at custom pricing. The minimum is three seats, and monthly billing is available without the 18% annual discount (source: monday.com CRM pricing page, 2026).
Yes. Converge ingests WhatsApp, Telegram, Messenger, Instagram, Discord, Zalo, Gmail, and X conversations into a single inbox. Any of those threads can be pushed to monday.com CRM as items or activities via Zapier, Make, or the Converge API.
No. monday.com CRM is sales-focused — pipelines, deals, contacts, and sales-side automation. monday.com sells a separate product, monday service, for support ticketing. Most teams pair monday.com CRM with a dedicated support inbox like Converge ($49/month flat for up to 15 agents) and connect the two through automations.
monday CRM is a packaged set of templates and features (lead capture, deal stages, AI Notetaker, mass email, sequences) layered on the monday.com work platform. monday work management is the general project and board product. Both share the same boards engine, but monday CRM adds sales-specific objects and automations.
The Converge API and webhooks needed to connect monday.com CRM are included in the $49/month flat rate (up to 15 agents). monday.com CRM seats and any intermediate platform (Zapier, Make) are billed separately by those vendors.
