Article Overview
The following steps are required to set up the Monday.com integration through the SalesRabbit Marketplace.
Note: this integration is only available to customers on SaleRabbit's Pro/Enterprise membership plans. Additionally, administrative access is required in order to access API key and other credentials/settings in configuring this integration.
Part 1: Create Custom Fields
This integration allows information found in SalesRabbit custom fields to be passed over to Monday.com. This step is optional.
- From the SalesRabbit Web App, navigate to "Settings" -> select "Custom Lead Fields".
- Use the field types on the left to create different custom fields.
- Click "Publish" for those fields to go live.
Part 2: Form Builder
Leads are sent from SalesRabbit -> Monday.com through form submission. Use SalesRabbit's "Form Builder" to create that form. This is a required step.
- From the SalesRabbit Web App, navigate to "Settings" -> select "Form Builder".
- Click "+ New Form" in the upper right corner (or edit the existing draft).
- Click and drag the following "Lead Fields" on onto the form:
| Field Name | Field Key | Field Type | Required/Optional | Description |
| First Name | firstName | Lead Field - First Name | Required | First Name of customer |
| Last Name | lastName | Lead Field - Last Name | Optional | Last Name of customer |
| Business Name | businessName | Lead Field - Business Name | Optional | Business Name |
| Phone | phonePrimary | Lead Field - Phone | Optional | Phone of customer |
| Lead Field - Email | Optional | Email of customer | ||
| Street Address | street1 | Lead Field - Street Address | Optional | Street Address of customer |
| Apt/Suite | street2 | Lead Field - Apt/Suite | Optional | Apartment or suite number |
| City | city | Lead Field - City | Optional | City of customer |
| State | state | Lead Field - State | Optional | State of customer |
| Postal Code | postalCode | Lead Field - Postal Code | Optional | Postal Code of customer |
| Appointment | appointmentTime | Lead Field - Appointment | Optional | Time and date of the appointment |
| Notes | note | Lead Field - Notes | Optional | Time and date of the appointment |
|
Custom Lead Fields (created in Part 1) |
willDependOnYourCustomField | Lead Field-i.e.Text, Dropdown, etc. | Optional | Custom fields of your choosing. |
Turn on Custom Form Responses:
- A completed form will appear like the screenshot below.
- Click "Publish" in the bottom right corner.
Part 3: Columns on Monday.com
This part will demonstrate how to set up columns on your Monday.com board.
- You'll need to set up all of the columns with the correct titles in order for them to map properly with what's in SalesRabbit, by default all of these will send over as long as you have the appropriate field on your form and column in Monday.
- If you click on the "+" icon to the right of your board you should see the menu below. You'll be using mostly "Text" but you can also use Status and Date for the Status and Appointment columns.
- Status and SR ID don't need to be included on the form as we pull those straight from the lead.
- Here are the column title's you'll need to include, please be sure to match the names (you can include as many or as few of these as you'd like):
Column Name Column Type Status* Status Appointment* Date SR ID Text Business Name Text Phone Text Email Text Street Address Text Apt/Suite Text City Text State Text Postal Code Text Custom Fields Text* - Status column: In order for the statuses to work properly you'll want to make sure that whatever status options you set it matches the status name options in SalesRabbit.
- Appointment column: Be sure to add the "Always keep add time option on" as seen in instructions below:
- Custom fields should all be set to text but you can also set them to a dropdown (along with a dropdown in SalesRabbit) as long as the options in SalesRabbit match the other options.
-
You'll map the custom fields between the two systems in the next step.
Example:
Part 4: Monday Marketplace Configuration Wizard
This part will demonstrate how to navigate the SalesRabbit Monday Marketplace Configuration Wizard found on the SalesRabbit Web App.
- Navigate to the Marketplace under "Integrations". (Must have admin access)
- Select the Monday.com Integration Card.
Navigate to the "Configuration" tab and click "Enable"
Select the published form from the dropdown list, click Next.
- Now connect your Monday.com account using your API Key (below are instructions are retrieving that). After connecting your account, click "Next".
- Here's how to retrieve that API Token:
- Go to your Monday.com account and click on your profile icon in the bottom lefthand corner > Admin > Connections > API > Generate an API Token and then copy it.
Select the board that you'd like to use for the integration.
If you'd like to, you can map Custom Fields from your SalesRabbit form to Custom Fields in your Monday.com account. On the left hand side, you can add the SalesRabbit fields and select them from the dropdown. Monday.com custom fields will be on the right hand side.
To complete the set up, click "Finish".
Pro Tips
If you wish to disable or reconfigure this integration at any time you can do so by clicking "Disable" or "Reconfigure" respectively. Additionally, if the integration is currently live you should see an "enabled" indicator on the integration.
Your Monday.com integration should now be live and allow you to send leads along with custom fields to Monday.com!
If you have any issues or problems please reach out to Support or your CSM for help configuring this integration.
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