Monday Integration
Connect Monday.com to Popl Teams for converting Popl leads to Monday items with auto or manual syncs.
Last updated
Connect Monday.com to Popl Teams for converting Popl leads to Monday items with auto or manual syncs.
Last updated
In this document, we will provide a step by step walkthrough of how to setup our direct integration with Monday! This integration will allow your team to instantly sync leads from Popl as items on any board in your team's Monday dashboard.
This integration will automatically sync items over with the fields below, with no additional configurations needed:
Name
Job Title
Phone number
Notes/Comments
Item Owner (will be the member that connected with that lead via Popl)
Any custom fields you set up on the "Configuration" tab (optional)
1. First, from the home page of Popl Teams, click into the "Integrations" tab. Then find the section for Monday and click "Connect".
If you've already connected Monday at any point before, the button will be "Configure" instead of "Connect". Go ahead and click configure instead if that is the case.
2. Next, you will see a popup asking if you'd like to connect this Monday connection for all members of the team, or just for certain subteams. CRM connections can be unique per subteam!
For this demo, we are going to go with "Connect Integration for Full Team" ✅
3. Next, you will see a Monday popup as shown below. Click on "Connect" in the top right of the popup.
4. You will then be asked to provide a Monday.com API token which can be found at:
https://{Your Company Domain}.monday.com/apps/manage/tokens
Once you locate your access token, copy it and paste it in the token field in the popup below:
5. After pasting your token, click "Continue" and you will then be fully authenticated, hooray! Now that you are authenticated, two workflows are available to use. We've outlined more details on each below.
1. Now that your Monday is connected, there are 2 options for workflows that you can turn on:
AUTO SYNC - Convert Popl Leads into Monday Contacts The Auto Sync workflow will automatically sync leads from Popl to Monday at the very moment that any member of your team captures a new lead via Popl. This workflow completely removes any sort of manual data entry and lead selection, saving your team time and creating incredible efficiency.
Convert Popl Leads into Monday Contacts The normal sync workflow is for teams that want an admin or member(s) to choose which leads that they would like to sync over to Monday before they are synced. This workflow has more control than the auto sync as admins/members can decide exactly which leads should be synced and which leads shouldn't be.
2. Either workflow can be used or both can be used together, the set up is up to you and as the team admin. Once you have enabled one or both of the workflows, you will need to choose which Monday board you would like to sync contacts to.
Note: This field is required and needs to be selected for syncs to be successful
Once your desired workflow(s) are enabled and your customization is complete (customizing is optional), you are all set! Now you or your team can export leads at any time from the Popl Dashboard or the Popl mobile app to your Monday account.
Check out Popl Teams to instantly start syncing leads from Popl Teams to Monday.com!
If any issues or questions, please contact us at teams@popl.co, we are available nearly 24/7 and will get back to you within 6-8 hours or less.
With 🤍 from Popl.
