SalesPartner
+ Monday CRM
Your Monday CRM contacts sync into SalesPartner. Every conversation syncs back to Monday CRM. Contacts flow in. Activities flow back. Zero data entry.
Monday CRM
Work OS with built-in CRM
A flexible Work OS that powers teams to run projects and workflows. Monday Sales CRM helps teams manage their entire sales cycle in one place.
Your Contacts. Always In Sync.
Connect Monday CRM once. Your board items flow into SalesPartner — names, emails, phones, deal stages, custom fields. SalesPartner handles the conversations and logs every activity back to the right item in Monday CRM. Your team sees the full picture on both sides.
Contacts Flow In
Your Monday CRM board items sync into SalesPartner with smart field mapping.
Activities Flow Back
Every conversation and appointment appears on the Monday CRM timeline within seconds.
Team Visibility
Sales reps see all interactions in Monday CRM before their calls.
All Plans Supported
Works with Free, Basic, Standard, Pro, and Enterprise.
What Gets Synced
Contacts come in. Activities go back. Everything stays current without you touching a thing.
Contact Import
Contact Imported
Names, emails, phones, job titles, and org pulled in from boards
Fields Mapped
Smart field mapping matches Monday CRM columns to SalesPartner fields
Contact Updated
Changes in Monday CRM sync on schedule — contacts stay current
Custom Fields
Deal stages, custom columns, and tags carry over
Conversations
Started
New conversation opened with a lead
Status Change
Conversation moved to a new stage
Messages
Received
Inbound message from lead captured
Sent
Outbound reply logged with full content
Scheduled
Future message queued and tracked
Failed
Delivery failure logged with error details
Cancelled
Scheduled message cancelled before send
Events
Scheduled
New appointment booked on the calendar
Rescheduled
Time or date changed on existing booking
Cancelled
Appointment cancelled with reason logged
Reminder
Reminder sent to lead before appointment
Calls
Incoming
Inbound call from lead recorded
Outgoing
Outbound call to lead recorded
Connected
Call answered and conversation started
Ended
Call completed with duration logged
Missed
Unanswered call flagged for follow-up
Voicemail
Voicemail left and transcription logged
Contacts
Enhanced
Enriched contact data synced back to CRM
How It Works
Connect Your Monday CRM
Paste your API key
Grab your API key from Monday CRM settings, paste it into SalesPartner. One-time setup, takes about a minute.
Map Your Fields
Smart mapping does the heavy lifting
SalesPartner reads your Monday CRM columns and maps them to contact fields. Names, emails, phones, deal stages, custom fields — all matched up. Review and adjust if needed.
Contacts Sync In
Your Monday CRM board items flow into SalesPartner
Existing items are imported with deduplication. New items sync on schedule. No duplicates, no stale data.
Conversations Happen
SalesPartner handles the dialogue
Leads text, chat, or call. SalesPartner responds, qualifies them, and books appointments — while logging everything back to Monday CRM.
Monday CRM Stays Current
Every activity on the item timeline
Conversations appear as Updates on the item timeline. Appointments logged. Status changes update column values. Your team sees the full picture before every call.
Why Connect SalesPartner to Monday CRM
Complete Audit Trail
Every conversation is documented. Compliance teams love it. Sales managers trust it. Nothing falls through the cracks.
Prepared Sales Calls
Reps know what the lead asked, what they care about, and what responses they got—before picking up the phone.
Accurate Reporting
Response times, conversion rates, channel performance—all in your existing Monday dashboards and widgets.
No Double Entry
Stop copying conversation notes into Monday. Stop updating statuses manually. It just happens.
Automation Ready
Use Monday Automations to trigger actions based on SalesPartner activities. Send alerts, update items, notify teams.
Manager Visibility
See team activity across all channels in one place. Who responded fastest. Which conversations converted.
Built For Teams Like Yours
Home Services
Scenario:
Lead texts at 9pm asking about HVAC repair
Result:
SalesPartner qualifies them, books appointment for morning. Full conversation in Monday before tech arrives.
Real Estate
Scenario:
Buyer inquires about listing via web chat
Result:
Budget, timeline, must-haves all captured. Agent sees complete profile before showing.
Healthcare
Scenario:
Patient asks about appointment availability
Result:
Scheduling handled automatically. HIPAA-compliant notes logged to patient record.
Technical Specifications
API Version
Monday GraphQL API v2 (2026-04)
Authentication
Personal API Token
Sync Direction
Contacts in, Activities out
Inbound Sync
Scheduled (incremental)
Outbound Sync
Real-time (< 5 seconds)
Data Encryption
TLS 1.3 in transit, AES-256 at rest
API Endpoints Used
{ boards(ids:[X]) { items_page(limit:500) { cursor items { ... } } } }Import board items into SalesPartnermutation { create_update(item_id: X, body: "text") { id } }Log conversation activitiesCommon Questions
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