How to Connect Bookkeeper360 with Monday Sales CRM (2026)

Bookkeeper360

★★★★ 4.3

Bookkeeping Finance Accounting

A technology-powered bookkeeping and accounting service for small businesses with dedicated bookkeepers and advisory.

Full Review

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Monday Sales CRM

★★★★ 4.4

Crm General Crm

A flexible CRM built on the monday.com work OS that combines sales tracking with project management capabilities.

Full Review

About These Tools

Bookkeeper360: A technology-powered bookkeeping and accounting service for small businesses with dedicated bookkeepers and advisory.

Monday Sales CRM: A flexible CRM built on the monday.com work OS that combines sales tracking with project management capabilities.

Key Features

Bookkeeper360

Dedicated bookkeeper
Monthly financials
Payroll
Tax prep
Advisory
Dashboard

Monday Sales CRM

Visual deal tracking
Contact management
Email sync
Activity management
Custom automations
Dashboards

Pricing

Bookkeeper360

Subscription $399-$899/month

Monday Sales CRM

Subscription $12-$28/user/month

Detailed integration guide coming soon. We're researching the specific ways Bookkeeper360 and Monday Sales CRM work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

Connect via Integration Platform

These platforms can help you connect Bookkeeper360 and Monday Sales CRM without writing code:

Zapier

Leading no-code automation platform connecting 6000+ apps to…

Make

Visual automation platform (formerly Integromat) for connecting apps…

n8n

A workflow automation platform with a visual node-based…

IFTTT

Simple automation platform connecting apps and devices with…

Compare Bookkeeper360 vs Monday Sales CRM side by side »

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