Flexible Board Alignment
Integrate with your own custom board columns without altering your workflow.
Monday CRM Integration
Connect Your Workflows & Customer Conversations with Monday.com!
Automatically forward contacts from WhatsApp, Instagram, and web chat into Monday boards and update items right from your live chat screen.
Why Integrate Monday.com with Supsis?
Synchronize flexible boards with real-time customer messaging.
Instant Sales Pipeline
Direct incoming customer leads into the right Monday board immediately.
In-Chat Notes & Updates
Post updates and activity notes to Monday items right from the chat window.
Real-Time Webhook Engine
Listen to status changes on Monday boards and trigger automated customer messages.
Smart Phone Deduplication
Search by phone number to prevent creating redundant item rows.
Secure Token Architecture
Safe API token storage with full masking in the administration panel.
Monday Integration Use Cases
Practical scenarios to streamline your sales and operations.
WhatsApp Messages to Monday Leads
Automatically capture incoming WhatsApp inquiries as items on your Monday Lead board.
Simultaneous Contact & Deal Creation
Create a Contact item and a connected Deal item linked via Board Relation columns.
Send WhatsApp on Monday Status Change
Automatically message a client on WhatsApp when their Monday status is marked as Ready.
Log Agent Notes to Monday Timeline
Record key conversation takeaways directly into the Monday item updates feed.
Channel-Specific Board Routing
Route web chat inquiries to one board and WhatsApp sales leads to another.
01
Dynamic Board & Column Mapping
Map your custom Monday People, Leads, and Deals boards and columns to Supsis seamlessly.
02
Automated Contact & Deal Sync
Create people, leads, or connected deal items automatically in Monday upon chat creation.
03
In-Chat Monday Widget
View Monday column values, status history, and add updates directly during the live conversation.
04
10 Webhook & Automation Triggers
Trigger Supsis workflows when status changes, column values update, or items are created in Monday.
Monday Integration is Simple!
Activate your Monday.com connection in 3 easy steps.
1
Copy Monday API Token
Copy your personal API token from your Monday profile and paste it into Supsis.
2
Map Boards & Columns
Select your Contact, Lead, and Deal boards and configure your phone and status columns.
3
Launch Sync & Automations
Enable Monday forwarding on your messaging channels to start 2-way sync.
About Monday CRM Integration
Monday.com is a flexible Work OS and CRM platform enabling teams to manage projects, customer pipelines, and operations. The Supsis integration adapts to your custom board structure, automatically feeding live customer leads into your workspace.
FAQ
Monday CRM Integration - Frequently Asked Questions
Visit our documentation page to explore all technical details.
Visit Our Documentation Page →Learn MoreYou can select and map any existing boards you use for Contacts, Leads, or Deals.