Integrate Monday.com to easily send information from your heyflow to Monday.com and track incoming responses as deals.
Follow up on new leads quickly and manage your sales pipeline more efficiently.
Important to note
❗ All data that you want to map needs to have a System Label set (alternatively, the field needs to be set as a variable)
❗ The information from your heyflow will overwrite existing Monday data (in case a lead or contact already exists with the same email address).
Initial Setup
Within your heyflow, go to “Integrate” and then to the tab “Response Handlers”.
Click on “Connect to Monday”, a pop-up window will appear and ask you a name and your API key.
Log in to your monday.com account. Click on your profile at the top right corner, then select "Developers" to access the developer tools.
In the developers section, select “My access token”. Make sure to click on "show" to view the token and then on “copy” to copy it to your clipboard.
Return to your Heyflow, where you should now paste the copied token into the designated field, click on “Save Changes” to finalize the integration.
Select the Monday object you want to create, between Leads or Contacts. It's only possible to send the data to one of these object types, not multiple.
Handle responses in a board
In the Monday integration tab, choose your Monday.com board. It's only possible to send the data to one of your boards, not multiple.
Now, choose a Heyflow field and then select its corresponding Monday counterpart.
Repeat this process for all relevant fields and click on “Save changes” afterward.
And that’s it, you will now receive your responses within Monday.com in your selected board!
URL Parameter Tracking
In order to map UTM parameters in Monday, via Heyflow, it is not enough to simply have them in your responses. You require something more “tangible”, something like… a block!
In this case, we’ll have to use input fields. You’ll simply define the variable as the name of the respective UTM parameter (i.e. “utm_source”, “utm_medium”, etc.) and, preferably, hide the block, since you don’t want the visitors of your flow to see these fields:
This allows you to map these input fields, and link them to fields in Monday, and you can easily pass on UTM parameters to your CRM tool, without your visitors noticing.