monday.com integration

What you can do

• Import from boards

  Start a Compelling list from your contacts board or your accounts board.

• Write answers into columns

  Map Insight columns to board columns and sync a list once or permanently.

• Update instead of duplicate

  Existing records are matched by domain or by a matching across several fields, for example when franchise stores share one domain.

• Contacts stay linked to accounts

  Compelling uses your link column, in monday CRM the "Accounts" column, to keep each contact with its account.

How to connect

1. 1In Compelling, open Integrations and choose monday.com.
2. 2Sign in to monday.com and approve access to the boards.
3. 3Pick your contacts board, your accounts board and the column that links them.
4. 4Choose the matching, save a default mapping and start a list from a board.

Frequently asked questions