The workflow: Track deals, schedule client meetings, manage pipeline data, coordinate handoffs between sales and delivery.
The problem CRM teams solve with integrations: Sales teams live in meetings. Between discovery calls, demos, follow-ups, and internal pipeline reviews, a CRM team's day is structured around their calendar. But monday.com's native calendar view only shows what's on the board. It doesn't show the client meetings that fill the spaces between board tasks — the calls that determine whether a deal moves forward or stalls.
Meanwhile, client data lives in spreadsheets — commission calculations, territory breakdowns, quarterly forecasts, win/loss analysis. These spreadsheets get emailed around, saved in personal drives, and slowly diverge from the pipeline board they're supposed to reflect.
How CRM teams use the stack:
Google Calendar sits at the center of the CRM workflow. Embedded directly on the sales pipeline board, it gives the entire team visibility into client-facing meetings alongside deal progress. When a sales rep moves a deal to "Proposal Sent," the team can see from the embedded calendar that the follow-up call is already scheduled for Thursday. No "did you book the call?" Slack messages needed. The deal board and the meeting schedule tell the same story.
Calendly handles the outbound scheduling that Google Calendar can't. When a prospect says "let's find time to chat," the Calendly embed on the pipeline board lets the rep generate and share a scheduling link without leaving the deal view. The meeting books itself, appears on the calendar, and the deal moves forward — all from one screen.
Google Sheets embedded on the pipeline board serves as the live data layer. Territory assignments, commission tracking, forecast models — the spreadsheets that sales leadership reviews weekly are right alongside the deals they describe. When a manager asks "what's our weighted pipeline this quarter?" during a pipeline review, the answer is on the board, not in someone's laptop.
Get the CRM stack: Google Calendar → | Calendly → | Google Sheets →
