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    Integrations

    Monday Sales CRM

    Keep credentials private

    Keep API keys, tokens and passwords private. Only enter them in the secure LastBot dashboard. Never send them by email, chat or support ticket.

    Connect Monday Sales CRM so LastBot can sync contacts, capture leads and add conversation summaries to the boards you choose.

    Before you start

    • Monday Sales CRM is currently in Beta.
    • Access must be requested from LastBot or a LastBot partner.
    • You need administrator permissions for the boards you want to use.

    Setup

    1. After Beta access has been enabled, select Tools in LastBot Hub.
    2. Open Monday Sales CRM.
    3. Select Connect Monday Sales CRM and approve the requested access.
    4. Choose your Contacts board.
    5. Map the LastBot fields to the corresponding Monday columns: email, phone, first name and last name.
    6. Optionally select a Leads board for chat-driven lead capture.
    7. Save the board mapping.
    8. Enable CRM sync.
    9. Enable lead capture and select the bot that should use it, if required.
    10. Test with a sample conversation.

    Note

    CRM sync remains off until a complete Contacts board mapping has been saved.

    Need help?

    For Gmail, Pipedrive, Monday Sales CRM, SwitchBot provisioning, permissions or Beta access, contact LastBot or your LastBot partner.

    Contact LastBot