Charlie Blomkvist
Yes, monday.com can be connected to Gravity Forms. With the integration, whatever is submitted through the forms on your WordPress website lands on the right board in monday.com right away: a quote request becomes a lead in the CRM with a rep assigned, a fault report becomes a ticket with the right team, a registration lands on the event board. It is built in an integration platform like Make or Zapier, since monday.com has no native Gravity Forms integration in the Integrations Center. This article covers what the integration does, how it is built and what to consider before you get started.
- The visitor submits the form on the website
- The entry is sent to Make
- Router · Does the company exist in the CRM?YesThe request is added to the existing companyNoA lead and company are created
- The rep is assigned and gets a task
The integration searches by company registration number or email domain. The rep gets the request as a task in monday.com within minutes, not as an email that has to be copied.
- The customer fills in a fault report with images
- A ticket is created on the service board with the files attached
- The category is set from the choice in the form
- The right team is assigned
What the customer chose in the form decides which team gets the ticket. Nobody has to read and sort the inbox first.
- The registration is submitted
- The attendee is added to the event board
- A confirmation is sent
- The status follows through to attended or no-show
Marketing sees the number of registrations per event on the board, and the reps see which of their customers are coming.
- The customer answers the survey after delivery
- The response is added to the customer's item
- Router · Low score?YesA task for the account manager the same dayNoThe customer is marked satisfied
Dissatisfaction is caught while there is still time to act on it, and all responses sit on the customer instead of in a separate list.
The flows above are only examples. Every integration is built around your process: which forms should be connected, where the responses should go and who is responsible for what.
Short answer
monday.com has no native Gravity Forms integration in the Integrations Center. The integration is built in Make or Zapier. Make has its own Gravity Forms app that reads new entries through the Gravity Forms REST API, and the Gravity Forms Webhooks add-on can send each entry straight to Make the moment it is submitted. Zapier connects through the Gravity Forms Zapier add-on. Zapier is enough to create one item per entry. Make is a better fit when the integration needs to look up existing customers, attach files, set a category based on the answers or send confirmations. That is where we build most integrations.
What the integration can do
Here are four common examples. Your integration can do more, less or something entirely different.
Quote and contact requests become leads on the CRM board, with company, contact and what the customer wrote. If the company already exists, the request is added there, so the same customer does not get two records.
Fault reports and support requests become tickets on the service board, with attached files and a category set from the customer's choice. The right team is assigned right away.
Events, training sessions and newsletters land on their own boards, with a confirmation to whoever signed up and a status that follows attendance.
Surveys and questionnaires are added to the right customer or project in monday.com, so the history sits where the work happens, and low scores can trigger a task.
Why connect monday.com and Gravity Forms?
- Faster replies to whoever asks. The request sits with the right person within minutes, with a task and a reminder, instead of in an inbox.
- Nothing falls through the cracks. Every entry becomes an item in monday.com that someone owns and that stays visible until it is handled.
- Sorted correctly from the start. What the visitor chooses in the form decides the board, category and owner, without anyone reading and sorting.
- The full history on the customer. Requests, registrations and responses land on the right company and contact, not in a separate list in WordPress.
How the integration is built
There are three ways to build it, and which one fits depends on how advanced the flow is.
| Option | Best when | Keep in mind |
|---|---|---|
| Zapier | A form that should become an item on a board, without conditions | Quick to get started through the Gravity Forms Zapier add-on, but limited when the entry needs to be matched to existing customers or routed by the answers |
| Make | Flows that look up existing companies, attach files, set a category based on the answers and send confirmations | Flexible, and the Webhooks add-on delivers the entry to Make right away, but requires a well-designed flow: how fields are mapped, how duplicates are avoided and how errors are caught |
| Custom code against the monday.com API | A custom WordPress function that writes directly to monday.com, for large volumes or unusual requirements | The most flexible, but requires someone to own and maintain the code, and to keep it working through WordPress updates |
For most companies, Make is the right choice, but the platform is just the tool. What determines whether the integration holds up is how it is built: how the form fields map to columns in monday.com, how the entry is matched to existing companies and contacts, how attached files come along, and what happens when a form changes or a field is left empty. Forms change often, and an integration that silently stops working when marketing adds a field costs more than it saves. That is why we build with logging and alerts from the start, and manage the integration as the forms change. Integrations in monday.com require a plan that includes integrations, and the Zapier and Webhooks add-ons are included in Gravity Forms' higher license tiers.
What to decide before you build
An integration is never better than the process it automates. These questions determine whether it works in practice:
- Which forms should be connected, and where to? Not every form needs a board. Decide per form which board the entry goes to and which group it should land in.
- How are companies and contacts matched? Company registration number or email domain is the safest choice. Names are not enough, since visitors spell them differently.
- Which fields must be filled in? Whatever the integration needs to sort and assign must be required in the form, otherwise the entry ends up in a pile for manual handling.
- Who owns the entry? Decide who gets assigned and how quickly it should be handled, so the integration can add a task and a reminder.
- What happens when something goes wrong? A good flow logs every run and flags when an entry could not be created, instead of silently losing a request.
Gravity Forms or monday.com's own forms?
monday.com has its own forms that create items directly on the board without an integration, and for internal forms or simple pages they are often enough. Gravity Forms fits when the form should live on your WordPress website with your design, conditional fields, file uploads and everything already built there. Then the integration is the way to get the responses into monday.com. Requests that become leads are handled further in the CRM, and fault reports land in monday service, where the ticket is followed until it is resolved. Many companies add an AI step that summarizes and categorizes what the customer wrote, which we describe in monday.com and ChatGPT, and send confirmations through Twilio when text messages work better than email. How boards are structured so that what comes in can be followed up is described on monday work management. All the integrations we build are listed under all integrations.
Straviont builds the integration
We are an official monday.com partner and certified CRM specialists with monday.com, and we build integrations between monday.com and website forms in Make. We start with the process: which forms should be connected, how entries are matched to existing customers and who owns what comes in. Only then is the flow built, with logging and error handling, and we manage it as the forms change.
Frequently asked questions
Can monday.com be connected to Gravity Forms?
Yes. monday.com has no native Gravity Forms integration, but the integration is built in an integration platform like Make or Zapier, or with custom code against the monday.com API. Every entry can become an item on the right board, with an owner and a task.
Can a website inquiry become a lead in monday.com automatically?
Yes. When the form is submitted, a lead is created on the CRM board with company, contact and what the customer wrote. If the company already exists, the request is added there instead of creating a duplicate.
Do attached files come along to monday.com?
Yes. Files uploaded in the form can be placed in a file column on the item, for example images in a fault report.
Does the entry land in monday.com right away?
With the Gravity Forms Webhooks add-on, the entry is sent to Make the moment it is submitted. Without the add-on, Make reads new entries at regular intervals through the Gravity Forms REST API.
Should we use Gravity Forms or monday.com's own forms?
monday.com's forms are often enough for internal forms and simple pages. Gravity Forms fits when the form should live on your WordPress website with your design, conditional fields and file uploads.
What do we need to connect the systems?
A monday.com account on a plan with integrations, Gravity Forms with the REST API enabled or the Webhooks add-on, and a Make account. The Zapier and Webhooks add-ons are included in Gravity Forms' higher license tiers.
Next steps
Start by listing the forms on your website and what happens to each entry today: who reads it, where it gets copied and how long it takes before someone replies. From there, building it goes quickly. If you want help, you can book a free mapping session and we will go through it together.