How to Integrate Monday.com and Google Sheets with Make.com: A Step-by-Step Guide
If you’ve ever wondered how you can integrate monday.com and Google Sheets with make.com, you’re certainly not alone! It’s a common need for many professionals who deal with data and systems on a daily basis. In this blog post, we’ll simplify this complex process into easily understandable steps. By the end, you’ll be able to construct a basic automation to connect monday.com to Google Sheets, and vice versa.
Setting Up the Infrastructure
To give an illustration of how this integration works, we created a monday.com board named ‘Lead Management’. We used this board to record different columns of lead information such as the lead’s name, the person assigned, status, inquiry date, email, phone number, message country and the product they’re interested in. However, the board you use can feature any information relevant to you. Alongside this, we created a corresponding Google Sheet which we named ‘Monday leads’. The goal here is to enable any new items added to the monday.com board to automatically appear on the Google Sheet as well. Additionally, if an item is updated on the board, it should also correspondingly be updated on the Google Sheet and not just create a new line.
Constructing the Automation
To initiate the process of integrating monday.com and Google Sheets with make.com, we start by setting monday.com as the trigger point. Once this is activated, we add the Google Sheet module. The purpose here is to first search for the item to see if it exists in the Google Sheet. If the item already exists, make.com enables us to update the row with the new information. However, if the item doesn’t exist, it allows us to add a new row using the fill all function. By this process, any changes made from monday.com will automatically populate the Google Sheet. Clever, right?
The Routing System
A router can be employed here to help the program decide between updating a row or adding a new one. If the item searched for from Google Sheets is found, it follows a route to update the row. Conversely, if the item is not found, it creates a route to add a new row. It’s as simple as that!
Running the Scenario
Once the router and fill all function have been set up correctly, you can run the scenario. If done right, the router will immediately determine whether an updated or new row is needed, and it will execute accordingly. Remember to turn on the schedule-based trigger to make the scenario run automatically and frequently, so all your changes will always be up to date.
This will also work in the reverse; meaning if you have any Google Sheet and want to connect it to monday.com, that’s also possible. So if you are using Google forms, for example, to collect data that you want to update into monday.com, it can be done with make.com, a no-code automation solution.
We hope this step-by-step guide on how to integrate monday.com and Google Sheets with make.com has been straightforward and enlightening. Automation doesn’t have to be complicated. With the right knowledge and tools, you can streamline your work processes and focus on what truly matters. So start incorporating automation into your work life today!