SalesPartner
+ Monday CRM
Every conversation logged. Every appointment synced. Every status updated. Your Monday CRM stays current without lifting a finger.
Monday CRM
Work OS with built-in CRM
A flexible Work OS that powers teams to run projects and workflows. Monday Sales CRM helps teams manage their entire sales cycle in one place.
Your CRM. Always Current.
SalesPartner handles the conversations. Monday CRM keeps the records. Every text, every call, every appointment—automatically logged to the right Item. Your team sees the full picture without data entry.
Instant Sync
Activities appear in Monday CRM within seconds of happening.
Complete History
Every message, every response—the full conversation thread.
Team Visibility
Sales reps see all interactions before their calls.
All Plans Included
API access included on all Monday plans.
What Gets Synced
Every meaningful interaction flows into Monday CRM automatically. No copy-paste. No forgotten updates.
Messages
Message Sent
Outbound SMS/chat logged with full content
Message Received
Inbound messages from leads captured
Message Delivered
Delivery confirmation recorded
Message Failed
Failed sends logged with error details
Appointments
Appointment Scheduled
New bookings create timeline entries
Appointment Rescheduled
Time changes sync to existing entry
Appointment Cancelled
Cancellations logged with reason
Appointment Completed
Completion status updated
Deal Status
Status Changed
Pipeline stage updates automatically
Qualification Complete
VIBE scores sync to custom columns
How It Works
Connect Your Monday CRM
One-click OAuth connection
Click "Connect Monday" and authorize access. No API keys to copy. No credentials to manage. OAuth handles everything securely.
Map Your Contacts
Link leads to Monday items
New leads get matched to existing Monday Items by phone or email. No duplicates. Clean data from day one.
Conversations Happen
SalesPartner handles the dialogue
Leads text, chat, or call. SalesPartner responds instantly, qualifies them, and books appointments. All while logging everything.
Monday CRM Updates
Activities appear in real-time
Every interaction creates an Update or Timeline Item on the contact record. Full content, timestamps, and outcomes. Zero delay.
Team Takes Over
Reps have full context
Before every call, your team sees the entire conversation history. What the lead asked. What they care about. What was promised.
Why Connect SalesPartner to Monday CRM
Complete Audit Trail
Every conversation is documented. Compliance teams love it. Sales managers trust it. Nothing falls through the cracks.
Prepared Sales Calls
Reps know what the lead asked, what they care about, and what responses they got—before picking up the phone.
Accurate Reporting
Response times, conversion rates, channel performance—all in your existing Monday dashboards and widgets.
No Double Entry
Stop copying conversation notes into Monday. Stop updating statuses manually. It just happens.
Automation Ready
Use Monday Automations to trigger actions based on SalesPartner activities. Send alerts, update items, notify teams.
Manager Visibility
See team activity across all channels in one place. Who responded fastest. Which conversations converted.
Built For Teams Like Yours
Home Services
Scenario:
Lead texts at 9pm asking about HVAC repair
Result:
SalesPartner qualifies them, books appointment for morning. Full conversation in Monday before tech arrives.
Real Estate
Scenario:
Buyer inquires about listing via web chat
Result:
Budget, timeline, must-haves all captured. Agent sees complete profile before showing.
Healthcare
Scenario:
Patient asks about appointment availability
Result:
Scheduling handled automatically. HIPAA-compliant notes logged to patient record.
Technical Specifications
API Version
Monday GraphQL API v2
Authentication
OAuth 2.0 or API Token
Sync Direction
One-way (SalesPartner → Monday)
Sync Frequency
Real-time (< 5 seconds)
Supported Plans
All Monday CRM plans
Data Encryption
TLS 1.3 in transit, AES-256 at rest
API Mutations Used
mutation { create_update }Log message activitiesmutation { create_timeline_item }Create appointmentsmutation { change_column_value }Update lead status