monday Sales CRM is board-driven, and we connect through monday's GraphQL API using a personal API token. Every conversation can create or update an item on the board you choose, with column values mapped to fields like name, email, phone, source, and stage.

monday Automations can send webhooks to Small Business Chatbot on any column change. So when a status moves to 'Quote Sent' or 'Waiting on Customer', that event can trigger an AI follow-up campaign.

Popular workflow recipes

When this happens → do that

When

Chat captures qualified lead

Then

Create monday item in 'Hot Leads' group

When

monday status changes to 'Quote Sent'

Then

AI follow-up SMS at 48h if not viewed

When

monday status = 'Won'

Then

Send review request email at day 7

Triggers & Actions

3 triggers · 3 actions

Triggers From monday Sales CRM events that fire workflows

Item created

New item on any monday board.

Column value changes

Status, person, date, or any custom column updates.

Item moved between groups

Stage transitions on a Sales CRM board.

Actions Into monday Sales CRM what we do in the connected app

Create or update board item

On any monday board, with column values populated from chat/voice.

Set status, owner, date

Map standard and custom columns directly to conversation fields.

Add item update

Log the conversation summary as a comment on the item.

How to connect monday Sales CRM

~10 minutes

In monday, click your avatar (bottom left) → Developers → My access tokens, and generate a new token. (Admins can also go via Admin → Connections → API.)

Open Workflows → Integrations → monday in the dashboard and paste the token. We talk to monday over GraphQL at api.monday.com/v2.

Pick the board new chat-sourced items should land on and choose the default group. monday has no fixed CRM schema — your boards, groups, items, and column IDs define the data model.

Map columns — at minimum name, email, phone, and status — to the fields we capture in chat. We read the board schema once when you connect so we know your column IDs.

Optional: in monday, add an automation 'When column changes, send webhook to {URL}' pointing at the inbound URL we provide (or use the create_webhook GraphQL mutation).

Run a test conversation and confirm the item appears on the board with the right column values.

Good to know

monday is GraphQL-only — no REST. Rate limits are complexity-based rather than request-count.
Object names like 'Contacts', 'Deals', and 'Leads' in monday Sales CRM are just board templates. The real data model is items + column values, so we re-read the board schema if you change column structures.

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monday Sales CRM Integration

Popular workflow recipes

Triggers & Actions

How to connect monday Sales CRM

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