Send a Test Lead to Monday

After setting your desired configuration and mappings, you can run a test to confirm everything is working as expected.

Select the Create Test Lead button at the top right of the Field Mapping tab.

A pop-up will appear with test data. Click Create and Sync Lead to generate a test lead, which you can then review to verify your sync settings and custom mappings. The test lead will appear on the Leads page within your dashboard.

Testing your configuration ensures your Monday integration is set up exactly the way you intend. By creating a test lead and reviewing the resulting record, you can confirm that your sync settings, field mappings, and workflow logic are functioning properly before going live with real customer data.

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Need Help?

Contact Popl Support – our team is available to assist at [email protected].

With 🤍 from Popl.