monday.com Silver Solution Partner Integrations

Connect Segment to monday.com

We build integrations that let monday.com drive Segment: a change on a board runs an action in Segment.

monday.com Your boards From monday.com Segment Analytics

What monday.com can do in Segment

Actions a change on a board can run in Segment.

Actions: what monday.com can run in Segment, by resource
Action
Group
Add group
Identify
Create identify
Track
Event track
Page track

Recipes

Each recipe is one change and what it does on the other side.

When a lead item is created, create an identify event in Segment to track the new user.
When a column value changes on an item, track the event in Segment for analytics.
When an update is posted on an item, track a page view in Segment to measure engagement.

Keep Segment as it is. We connect it to monday.com.

We build the integration around what you already have. Segment 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 Segment 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.

Pedro S COO, Jessica Sweets

monday.com Silver Solution Partner

What stays the same

Segment stays as it is

The integration connects to Segment 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 Segment to monday.com

Scope

We agree which system owns each record, which events should move it, and which board it lands on.
Build the workflow

We build the workflow that carries data between Segment and monday.com and logs every run.
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.
Support

We watch it after launch, fix what breaks, and change it when your process changes.

Questions about connecting Segment

Do we have to replace anything?

No. Segment 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 Segment?

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.

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