monday sales CRM
by monday.com
Customizable sales CRM on the monday.com Work OS with deals, contacts and accounts boards.
- Category
- CRM & Sales
- Type
- CRM
- Interface
- GraphQL API
- Built with
- Connect Any API
- Credentials
- API key, OAuth 2.0
02Data
What you can sync.
- Deals
- Contacts
- Accounts
- Leads
- Activities
Model monday sales CRM deals once in the Warehouse, then forecast, report and ask questions about the pipeline from any app.
Need more? Name any other monday sales CRM data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An API key
- OAuth 2.0 (client ID, client secret, refresh token)
monday sales CRM uses an API key or OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in monday.com if you need help.
04How it works
How it works in DataMind.
-
Pick monday sales CRM.
Open Lake, pick monday sales CRM in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the monday sales CRM API docs.
-
Answer a few questions.
The AI reads the monday sales CRM documentation, then asks which credentials you will use, which data to sync (for example deals and contacts), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then monday sales CRM data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
05Related
