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 SalesRabbit's Pro or Enterprise membership plans. Additionally, administrative access is required in order to access API keys and other credentials/settings in configuring this integration.
Part 1: Create Custom Lead Fields in SalesRabbit (optional)
If you have custom fields for leads that you'd like to pass over to Monday.com this section will be helpful, otherwise you can skip to Part 2.
Add the following custom lead field under Settings > Custom Lead Fields
| Field Name | Field Key | Field Type | Required/Optional | Description* |
| Whatever you'd like to call it | willDependOnYourFieldName | Custom Lead Field | Optional |
Custom Field: create as many as would be useful and later on in the set up we'll map them to columns in Monday.
|
Click "Publish".
Part 2: Form Creation
Create a New Form under Settings > Form Builder.
| 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:
Once the changes have saved (visible near the top right corner), click Publish.
Part 3: 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 |
| 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.
Sample:
Part 4: Configure Monday.com Integration
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".
Note: 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.