Connect Monday Sales CRM with WhatsApp to sync board items, automate WhatsApp messages from Monday automations, and manage leads across both platforms.
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What you get with WhatsApp CRM for Monday Sales CRM
Sync WhatsApp contacts with Monday Sales CRM board items. Leads, contacts, and deals boards are automatically updated with WhatsApp contact data and conversation summaries.
Trigger WhatsApp messages from Monday automations. Send notifications when item status changes, deadlines approach, or custom automation conditions are met.
Map WhatsApp data to Monday CRM columns including text, phone, email, status, dropdown, and custom columns. Keep your CRM boards enriched with WhatsApp data.
Track WhatsApp engagement metrics in Monday dashboards. Visualize message delivery rates, response times, and conversion metrics alongside CRM pipeline data.
Simple setup process - connect in minutes
Benefits for your Monday Sales CRM workflow
Manage WhatsApp leads directly from Monday Sales CRM boards
Automate WhatsApp follow-ups with Monday automations
Visualize WhatsApp metrics in Monday dashboards alongside CRM data
Keep Monday boards updated with real-time WhatsApp interaction data
Collaborate on WhatsApp responses using Monday updates and mentions
Common ways to use WhatsApp CRM with Monday Sales CRM
Create Monday Sales CRM items from inbound WhatsApp leads with automatic group and status assignment
Trigger WhatsApp messages when Monday board item status changes to "Qualified" or "Proposal Sent"
Build Monday dashboards that combine WhatsApp engagement data with CRM pipeline metrics
Use Monday views and filters to segment contacts for targeted WhatsApp broadcast campaigns
Log WhatsApp conversations as Monday item updates for team collaboration and visibility
Common questions about Monday Sales CRM integration
The integration works with Monday.com Standard, Pro, and Enterprise plans. Automations for WhatsApp triggers require the Standard plan or higher. API access is available on all paid plans.
Yes, you can connect multiple Monday Sales CRM boards to WhatsApp. Each board can have its own field mappings and automation rules, allowing different workflows for leads, contacts, and deals.
The integration adds WhatsApp actions to Monday automations. You can create recipes like "When status changes to X, send WhatsApp message" using Monday native automation builder with WhatsApp as an action type.
Yes, the integration supports both items and subitems. You can log WhatsApp conversations as subitems under a parent deal or contact item for organized conversation tracking.
WhatsApp CRM works with many platforms
Sync your Monday Sales CRM contacts and conversations with WhatsApp CRM