Connect Convo AI helpdesk with Monday Sales CRM to display board data in the inbox sidebar, sync conversations as items, and manage support tickets alongside your sales pipeline.
Channels
CRM Sync
Support
To Start
What you get with Convo AI for Monday Sales CRM
View Monday Sales CRM board items, deal stages, contact columns, and custom fields in the Convo AI inbox sidebar. Agents see pipeline status, deal values, and linked activities from Monday boards.
Create Monday Sales CRM items from Convo AI conversations. Map conversation data to board columns including status, people, date, and text columns. Organize support tickets as board items.
Log Convo AI conversations as Updates on Monday board items. Full conversation transcripts, CSAT scores, and channel metadata appear in the item activity feed.
Trigger Monday.com automation recipes based on Convo AI events. Automatically move items between groups, send notifications, or update statuses when support conversations reach specific outcomes.
Simple setup process - connect in minutes
Benefits for your support team and customers
View Monday Sales CRM deal pipeline and contact data directly in the Convo AI inbox sidebar
Create and track support items on Monday boards alongside sales pipeline items
Log omnichannel conversation history as Monday item Updates for complete visibility
Trigger Monday.com automation recipes from support events for workflow automation
Align sales and support workflows on a shared Monday.com workspace
Common ways to use Convo AI with Monday Sales CRM
Display Monday Sales CRM deal stage and value in the sidebar so agents understand where the customer is in the sales pipeline
Create support ticket items on a dedicated Monday board from WhatsApp and live chat conversations with full context
Log conversation transcripts as Monday item Updates so sales reps can review support history before outreach
Trigger Monday automation recipes to notify deal owners when their customers submit support requests
Track CSAT scores on Monday boards to visualize support quality trends alongside sales metrics
Lower than Intercom, Drift, Crisp
AI chatbot from ₹0/month + per conversation
Common questions about Monday Sales CRM integration
The integration works with Monday.com Standard, Pro, and Enterprise plans. API access is required, which is available on Standard and above. Monday Sales CRM is required for deal pipeline features.
Yes, you can configure the integration to create items on any board in your Monday workspace. You can set different boards for different conversation channels or categories.
Items created from Convo AI are standard Monday board items. All your existing automation recipes, including status-change triggers, notifications, and cross-board mirroring, apply to these items automatically.
Yes, all Monday column types including status, people, date, number, text, dropdown, and formula columns are supported in the Convo AI sidebar display.
Convo AI works with all major CRM platforms