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monday CRM form integration

Send every form fill to monday CRM as a lead, matched by email so there are no duplicates. Then each lead books a meeting before leaving the page.

Connect monday CRM All integrations

StarterOn Starter and up. Free plan, no card needed.

Workflows

What you can do with monday CRM

Tags show the plan a workflow starts on.

A lead for each fill

Starter

Each fill makes a monday CRM lead, or finds the one with that email first.

Map the fields

Starter

Match each question to a monday CRM field, like name, email, phone and company.

No duplicates

Starter

The same person filling twice is one lead in monday CRM, and a send that runs again updates the one it made.

A link back

Starter

Each fill in Claritia links to its lead in monday CRM.

Book on the same page

After the form, the lead picks a time with the right person on your team.

Never lost

Starter

Every fill is saved in Claritia first. If monday CRM is busy, the send tries again on its own.

How it works

Connect monday CRM in a few minutes

  1. 01

    Connect monday CRM

    Go to Settings, then Integrations, and paste your monday CRM API token.

  2. 02

    Pick it on a form

    Open the form's Sync tab, add monday CRM and match each question to a field.

  3. 03

    Publish

    New fills go to monday CRM as they come in, and the sync log shows each one.

Templates

Forms to start with

Each one is a real form you can fill in now, ready to send to monday CRM.

Demo request8 questions, 2 pagesContact us6 questionsQuote request9 questions
See all 435 templates
Integrations

Works with the rest of your tools

Every lead goes to Claritia first, then to each tool you connect.

HubSpotContacts, owners and bookingSalesforceLeads, contacts and ownersPipedriveA person for each fillAttioA person for each fillCloseA lead for each fillZoho CRMA lead for each fillDynamics 365A lead for each fillGoHighLevelA contact for each fillFreshsalesA contact for each fillCopperA person for each fillKeapA contact for each fillOmniscientLeads and owners, both ways

Questions

Something else? hello@tryclaritia.com

Which plan has the monday CRM integration?

Starter and up, from $15/seat/month. On Free, fills can go out by webhook or CSV.

Does it make duplicate leads?

No. Claritia looks for the email in monday CRM first, so the same person is one lead.

What does Claritia send to monday CRM?

The fields you map in the form's Sync tab, like name, email, phone and company. Each fill in Claritia links to its lead.

What happens if monday CRM is down?

Every fill is saved in Claritia first. The send to monday CRM tries again on its own, and you can send it again from the sync log.

What form do you need?

Free plan. No card needed.