⭐ Available in the following bundle: Core Bundle (incl. in all plans)
⭐ Available on the following plans: Pro, Agency, Business
👀 Not sure which plan you're on? Check your subscription here.
Monday.com is a one of the most popular Sales CRM tools, automating sales processes and optimizing pipeline management. Connect Heyflow with Monday.com to map your funnel fields to Monday.com properties and track incoming Heyflow responses as deals.
With Heyflow's native Monday.com integration, you can:
Hand off leads seamlessly from funnel to CRM
Use Heyflow’s native Monday.com integration to send submissions straight into Monday.com - no external tools needed and easy to set up.Capture clean, structured lead data in Monday.com
Create deals from Heyflow submissions and map Heyflow fields (including Heyflow ID/Response ID/Referrer/URL or static text) to Monday.com properties.Create instant follow-up automation
Trigger Monday.com automations right after a Heyflow submission to follow up quickly and personalize your sales and marketing activities
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).
Setup
Connecting your account
Within your heyflow, go to “Connect” and then to the tab “Response Handlers”
Go to Monday.com under CRM & Lead Management and click on “Add account”. A pop-up window will appear and ask you to provide your credentials.
Give your integration a name. This helps you to identify the account if you use multiple accounts.
Insert the API Token from your Monday account and click on Add account.
🔎 Where to find your API key in Monday.com?
Follow the instructions below:
Log in to your monday.com account.
Click on your profile at the top right corner.
Select "Developers" to access the developer tools.
In the developers section, select “API Token”.
Make sure to click on "show" to view the token and then on “copy” to copy it to your clipboard.
Choosing the board
In the Monday integration tab, choose your Monday.com board from the list.
❗ It's only possible to send the data to one of your boards, not multiple.
Mapping data fields
Choose a Heyflow field and map it to the corresponding field in your integration. You can select from:
built-in fields like Heyflow ID, Response ID, Referrer, URL (with parameters), or A/B test ID and version;
a static text input to send fixed values (e.g. an identifier that will only be sent to the integration);
or any input field from your flow.
Repeat this process for all relevant fields and click on "Connect" or “Save changes” afterward.
And that’s it, you will now receive your responses within Monday.com in your selected board!
🔎 You can only forward individual file uploads, as each upload generates a single link. If you need to collect multiple files, you can add multiple Upload blocks to your flow. Learn more about Uploads here.
URL Parameter Tracking
If you want to pass URL/UTM parameters from your flow to Monday.com, you need to set up a hidden input field to capture the data. Once set up, you can map these input fields to corresponding fields in your response handler of choice.
The UTM parameters will then be automatically passed along with each response—without your visitors noticing. 🚀
Troubleshooting
If something goes wrong with your integration, an automatic email notification will be sent. The message includes the flow ID, response ID and a description of the error returned by your integration.
🔎 For a list of common issues and general recommendations, check out the Troubleshooting Guide for Response Handlers.