Connect ConvertKit to monday.com
We build integrations that move work between ConvertKit and monday.com: ConvertKit events create or update items on your boards, and changes on a board run actions in ConvertKit.
What ConvertKit can start
Events in ConvertKit that can create or update items on your boards.
| Trigger |
|---|
| Form subscribe |
| Link click |
| Product purchase |
| Purchase created |
| Sequence complete |
| Sequence subscribe |
| Subscriber activated |
| Subscriber unsubscribe |
| Tag add |
| Tag remove |
What monday.com can do in ConvertKit
Actions a change on a board can run in ConvertKit.
| Action |
|---|
| Custom field |
| Create custom field |
| Delete custom field |
| Get many custom fields |
| Update custom field |
| Form |
| Form: Add subscriber |
| Get many forms |
| Form: Get subscriptions |
| Sequence |
| Sequence: Add subscriber |
| Get many sequences |
| Sequence: Get subscriptions |
| Tag |
| Create tag |
| Get many tags |
| Tag subscriber |
| Add tag subscriber |
| Get many tag subscribers |
| Delete tag subscriber |
Recipes
When a subscriber activates, create an item to track them in monday.com.
When an item is created, enroll the subscriber in a ConvertKit sequence.
When a product is purchased in ConvertKit, create an item to record the sale.
Keep ConvertKit as it is. We connect it to monday.com.
We build the integration around what you already have. ConvertKit keeps doing the job it does for you today, and monday.com gets the data it needs to plan and track the work around it.
Before we build, we agree which system owns each record. The integration then carries data between ConvertKit and monday.com, so nobody copies it by hand.
Nothing your team relies on has to be replaced.
We highly recommend Worktables. They took the time to listen to all of our challenges and created an integrated system to manage all aspects of our operations.
What stays the same
ConvertKit stays as it is
The integration connects to ConvertKit the way you use it today. It moves the data, and nothing you rely on has to change.
Each record lives once
We agree which system owns each record before we build, so there is one right copy, not two.
Data arrives on its own
When data needs to reach the other side, the integration carries it. No exports, no re-keying.
How we connect ConvertKit to monday.com
-
Scope
We agree which system owns each record, which events should move it, and which board it lands on.
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Build the workflow
We build the workflow that carries data between ConvertKit and monday.com and logs every run.
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Connect the board
We map each field to your columns, groups and statuses, and test on a copy of the board before it goes live.
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Support
We watch it after launch, fix what breaks, and change it when your process changes.
Questions about connecting ConvertKit
Do we have to replace anything?
No. ConvertKit stays as it is, and so does monday.com. The integration carries data between them; it does not replace either one.
What if monday.com already offers an integration with ConvertKit?
Then we start from what it covers. Where it does the job, we build on it; where your process needs more, we build around it.
Can we test it before it goes live?
Yes. We test on a copy of your board before the integration touches the live one.
Who looks after it once it is running?
We do. We watch it after launch, fix what breaks, and change it when your process changes. Every run is logged, so there is a record of what moved and when.
Related in Marketing
See more in MarketingTell us what ConvertKit and monday.com should do together
Book a free call and walk us through your process. We'll tell you what the integration should do and how we'd build it.