Monday.com debuts Monday Agents and Monday Campaigns to unite sales and marketing

Monday.com unveils AI Agents and Campaigns to automate SDR workflows and connect marketing to live CRM data. Expect cleaner handoffs, higher throughput, and ROI tied to revenue.

Categorized in: AI News Marketing Sales
Published on: Sep 22, 2025
Monday.com debuts Monday Agents and Monday Campaigns to unite sales and marketing

Monday.com launches AI agents and campaign tools to connect sales and marketing

At its 2025 customer conference, Monday.com announced two major additions to its CRM suite: Monday Agents for sales and Monday Campaigns for marketing. The message is simple-let software handle the busywork so your teams can focus on revenue.

Monday Agents: AI that executes work, not just answers

Monday Agents is a no-code builder for creating AI-driven specialists inside the CRM. These agents run multi-step processes end-to-end, starting with sales development tasks.

  • Engage new leads across channels with consistent messaging
  • Enrich records using external and first-party data
  • Qualify prospects against your ICP and route them instantly

This shifts SDR workflows from manual follow-up to automated execution with clear rules and measurable outcomes.

Monday Campaigns: Marketing tied directly to CRM reality

Monday Campaigns connects campaigns to live CRM data so marketers and sellers operate from the same source of truth. No more silos or guessing which efforts move pipeline.

  • AI-assisted campaign creation based on audience and intent
  • Intelligent automation across channels and steps
  • Smart send-time selection to improve engagement

As Monday.com's CMO, Harris Beber, noted, the goal is to break down the wall between teams by building marketing inside the CRM, not beside it.

Enterprise updates and adoption

Beyond CRM, Monday.com expanded its enterprise platform with stronger project visibility, governance, and resource optimization. Brands like Pepsi and Five9 report productivity gains using AI-driven workflows across departments.

The company says it now serves 250,000+ customers worldwide across diverse use cases.

Why this matters for sales and marketing leaders

  • One system for demand, lead management, and pipeline-clean handoffs, cleaner data
  • Higher SDR throughput without adding headcount
  • Campaign ROI tied directly to opportunities and revenue
  • Better oversight for legal, security, and ops via governance controls

What to do next

  • Run a 30-day pilot: pick one SDR use case (e.g., inbound lead follow-up) and build a Monday Agent to handle it end-to-end
  • Connect marketing audiences to CRM segments and define success metrics before launch (MQL-to-SQL rate, meeting sets, pipeline created)
  • Create guardrails: data sources allowed, approval steps for outreach, and handoff rules to reps
  • Measure weekly: reply rates, qualified leads, meetings booked, time saved per rep/marketer

Perspective from product leadership

"AI is fundamentally changing the way people adopt, onboard, and enhance work solutions, and with it, expectations for what software should deliver," said Daniel Lereya, CPTO at Monday.com. "We're entering a new era where software doesn't just manage the work, it actually does the work for you."

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