CRM
Monday CRM
API integration
Ship CRM features without building the integration. Full Monday CRM API access via Proxy, normalized data through Unified APIs — extend models and mappings to fit your product.
Talk to usUse Cases
Why integrate with Monday CRM
Common scenarios for SaaS companies building Monday CRM integrations for their customers.
Log calls and meetings into Monday CRM automatically
Communication and conversation intelligence platforms can push call logs, meeting summaries, and engagement data directly into Monday CRM as Engagements and Notes linked to the correct Contact and Opportunity — eliminating manual data entry for sales reps.
Sync inbound leads into Monday CRM pipelines
Marketing automation and lead generation SaaS products can push captured leads into Monday CRM's Leads board via Truto's Unified CRM API, ensuring new prospects flow into sales workflows without requiring end users to manually import CSVs or toggle between tools.
Trigger commission calculations on closed deals
Sales compensation and RevOps platforms can read Opportunities and Users from Monday CRM to detect when deals move to closed-won, automatically calculating commissions and quotas based on deal value and opportunity owner.
Auto-populate proposals and quotes from CRM data
CPQ and document automation tools can pull Accounts, Contacts, and Opportunities from Monday CRM to pre-fill proposals, then write back deal stage updates and attach signed document links as Notes when contracts are executed.
Enrich and update Monday CRM records from external data sources
Data enrichment and prospecting platforms can read Accounts and Contacts, identify missing fields, and push back enriched data — like company size, industry, or social profiles — directly into Monday CRM without requiring end users to manually update records.
What You Can Build
Ship these features with Truto + Monday CRM
Concrete product features your team can ship faster by leveraging Truto’s Monday CRM integration instead of building from scratch.
Bi-directional contact and account sync
Keep Contacts and Accounts in Monday CRM continuously synchronized with your product's internal records using the Unified CRM API's Contacts and Accounts resources.
Real-time deal stage change detection
Read Opportunities from Monday CRM to detect pipeline movement and trigger downstream workflows in your product — like sending notifications, updating dashboards, or calculating payouts.
Automated activity logging for calls and emails
Create Engagements tied to specific Contacts or Opportunities so your users' communication history appears natively inside their Monday CRM boards.
Contextual CRM data pre-loading
Pull Contacts, Opportunities, and Notes before meetings or interactions so your product can surface deal context, past engagement history, and account details to end users automatically.
Custom field mapping for Monday CRM's flexible schema
Use the Fields resource in the Unified CRM API to discover and map Monday CRM's custom columns, ensuring your integration adapts to each end user's unique board configuration.
Lead creation with duplicate detection
Push new Leads into Monday CRM from your product while checking against existing records to prevent duplicates and maintain clean pipeline data.
Unified APIs
Unified APIs for Monday CRM
Skip writing code for every integration. Use Truto’s category-specific Unified APIs out of the box or customize the mappings with AI.
Unified CRM API
Accounts
The accounts represent a company in a CRM.
Contacts
The contacts represent an existing point of contact at a company in a CRM.
Engagement Types
The engagement types represent an interaction activity in a CRM.
Engagements
The engagements represent an interaction noted in a CRM.
Fields
The fields of entities in a CRM.
Leads
The leads represent a potential customer in a CRM.
Notes
The notes represent a note on another object in a CRM.
Opportunities
The opportunities represent an opportunity in a CRM.
Users
The users represent a user in a CRM.
How It Works
From zero to integrated
Go live with Monday CRM in under an hour. No boilerplate, no maintenance burden.
Link your customer’s Monday CRM account
Use Truto’s frontend SDK to connect your customer’s Monday CRM account. We handle all OAuth and API key flows — you don’t need to create the OAuth app.
We handle authentication
Don’t spend time refreshing access tokens or figuring out secure storage. We handle it and inject credentials into every API request.
Call our API, we call Monday CRM
Truto’s Proxy API is a 1-to-1 mapping of the Monday CRM API. You call us, we call Monday CRM, and pass the response back in the same cycle.
Unified response format
Every response follows a single format across all integrations. We translate Monday CRM’s pagination into unified cursor-based pagination. Data is always in the result attribute.
FAQs
Common questions about Monday CRM on Truto
Authentication, rate limits, data freshness, and everything else you need to know before you integrate.
How does Truto handle Monday CRM's GraphQL-based API and board/item architecture?
Truto's Unified CRM API abstracts Monday's GraphQL layer entirely. Instead of mapping board IDs, item IDs, and column values yourself, you interact with standardized CRM objects like Contacts, Accounts, Opportunities, and Leads. Truto handles the translation between these objects and Monday's boards and columns behind the scenes.
What authentication method does Monday CRM use, and does Truto manage it?
Monday CRM supports OAuth 2.0 for third-party integrations. Truto manages the full OAuth flow — including token issuance, refresh, and storage — so your end users can connect their Monday CRM accounts through Truto's embedded auth UI without you building any auth infrastructure.
How does Truto map Monday CRM's custom columns and flexible board schema to unified CRM fields?
The Unified CRM API includes a Fields resource that lets you discover custom columns configured on your end users' Monday CRM boards. This means your integration can dynamically adapt to each customer's unique setup rather than assuming a fixed schema.
Can I read and write Engagements (activities) linked to specific Contacts or Opportunities?
Yes. The Unified CRM API exposes Engagements and Engagement Types resources. You can create activities like call logs, meeting notes, or email records and associate them with the relevant Contact or Opportunity in Monday CRM.
Are there rate limits I should be aware of with Monday CRM's API?
Monday.com enforces API rate limits based on a complexity scoring system for GraphQL queries, with limits varying by plan tier. Truto handles pagination and request management on your behalf, but high-volume sync scenarios should account for these limits. Truto's infrastructure is designed to respect and work within provider-specific rate limits.
What if I need a Monday CRM capability that isn't covered by the Unified CRM API?
Truto builds integration tools on request. If you need access to Monday CRM-specific functionality beyond the standard Unified CRM API resources (Accounts, Contacts, Leads, Opportunities, Engagements, Notes, Users, Fields), you can request custom tooling from the Truto team.
Monday CRM
Get Monday CRM integrated into your app
Our team understands what it takes to make a Monday CRM integration successful. A short, crisp 30 minute call with folks who understand the problem.
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