Monday.com CRM offers a range of tools for lead and contact management, task automation, and sales forecasting, and can adapt to suit various needs.
Monday CRM enables a two-way sync with data in Monday.com, a flexible CRM and team knowledge hub.
Integration with Monday CRM
To work with Monday CRM, do the following:
To enable the plugin on the Affise platform, go to Marketplace > Monday CRM.
Get your Monday.com API token. Read how to do it here.
In the Access Token field, insert the token.
Get the latest Monday.com API URL. Read how to do it here.
In the API URL field, insert the link.
Get the API version. Use the Current version from Monday.com API versioning page.
In the API version field, indicate the API version.
In the Board field, specify the ID of the table where you store information about your partners. You can see this ID in the URL when you open a table.
In the Setup fields section, map parameters by matching the Affise affiliate parameters with the Monday CRM parameters.
🔎 Make sure to specify email, as this field is used by the plugin to identify affiliates. If you change email of an affiliate in Affise or Monday, make sure to manually update in the other system.
10. Click Save.
Please contact the Affise Customer Support team regarding all raised questions via the e-mail: [email protected].