Integrations
How to send leads to monday CRM with the API
monday CRM uses a GraphQL API. Create an item on your leads board for each website enquiry and add the details as an update. Token, board ID and queries.
2 min read
monday CRM for trades
Customers get a rough figure on your website, and the lead lands in monday CRM with everything: their details, the job, their answers and the price they saw.
monday CRMWhat arrives in monday CRM
Adds an item named after the customer, with their details in an update on it.
It works straight away for every new lead. If monday CRM can’t be reached, RoughFigure tries again and shows you what happened under Integrations.
How to connect it
- In monday.com, click your profile picture and choose Developers.
- Click API token, then Show, and copy it.
- Open your leads board. The board ID is the number at the end of its web address.
- In RoughFigure, open Integrations, choose monday CRM, paste your api token and click Connect.
Your key is stored encrypted and only used to send your leads. On the Pro plan.
Other CRMs
Questions
Does RoughFigure integrate with monday CRM?
Yes. RoughFigure connects directly to monday CRM, with no Zapier and no code. Adds an item named after the customer, with their details in an update on it.
What do I need to connect monday CRM?
Your API token and Board ID. Paste them into RoughFigure under Integrations and click Connect. The steps on this page show where to find each one.
Which plan includes the monday CRM integration?
The Pro and Agency plans. Every new account gets 14 days of Pro free, with no card needed.
What happens if monday CRM is down?
Every lead is saved in RoughFigure first. We keep trying to send it for about four hours, and anything that still can’t be sent shows the reason and a Resend button.
Can I check it works before real leads arrive?
Yes. Click Send a test lead, and “RoughFigure connection check” arrives in monday CRM with your own email address. You can delete it afterwards.
Guides
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How to add contacts to ActiveCampaign from your website
Use ActiveCampaign’s contact sync API to add or update website leads, then start an automation with a tag. Where to find your key, URL and list ID.
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Integrations
How to add website leads to the Pipedrive Leads Inbox
Send each website enquiry to Pipedrive as a person plus a lead in the Leads Inbox, without duplicate people. Your API token, the requests and the order.
3 min read
Give your next customer a rough figure tonight.
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