How to Connect Monday.com

Summary

Overview: Connect a Monday.com board so leads sync both ways: new items in your chosen group become leads in Pippify, and lead updates in Pippify flow back to the board.

Prerequisites:

• You are the Admin of the workspace.
• Your workspace is on the Growth plan or higher. Settings › Billing shows your plan.
• You are a monday.com account admin. If you're not, ask your monday.com admin to connect on your behalf.
• Bigin is not connected. Pippify syncs with one CRM at a time.

Step-by-Step Instructions

Step 1: Open the CRM connectors

1. In the sidebar, open Settings › Connectors.
2. Click the CRM category button under the page title. (The page opens on Calendar.)
3. Find the Monday.com card. It shows Not connected and the note "Two-way sync — new board items become leads; lead status updates reflect back on your board."

Step 2: Sign in to monday.com

1. Click Connect Monday.com.
2. Sign in to monday.com and allow Pippify access.
3. You come back to the Connectors page on the CRM category. The card shows "Monday.com connected. Now select a board below." Click the close (×) button on the message to hide it.

Step 3: Choose a board and group

1. Under Select a Monday.com board and group (sheet) to sync leads to and from., choose a board in — Select a board —.
2. Choose a group in — Select a group (sheet) —. Only items added to this group become leads.
3. Click Next.

Step 4: Check the board

1. Pippify shows Checking board compatibility… and then the results.
2. Required Columns lists each column Pippify syncs: Lead Status, Email, Phone and Company (plus Contact Name, which is optional). A green check means Pippify found it. A red cross with — not found means it is missing.
3. Status Labels shows All present, or how many of Pippify's stage labels are missing from your status column.
4. If the board is ready, you see "Board is ready to sync. All required columns and status labels are present."

Step 5: Let Pippify fix the board (if needed)

1. If something is missing, a Configure your board box appears.
2. Auto-fix everything (Recommended) is ticked. It creates the missing columns and adds the missing status labels to your board.
3. To choose fixes one by one, untick the ones you don't want.

Step 6: Turn on the sync

1. Click Configure & Activate (when fixes are ticked) or Activate Sync (when the board is ready or no fixes are ticked).
2. The button shows Configuring board… and then Activating….
3. The card now shows the board name, Group: and New items → leads · Lead status updates → board.

Disconnect Monday.com

1. Click Disconnect at the top of the card.
2. Read "Disconnect Monday.com? Lead sync will stop. Existing leads are not deleted."
3. Click Yes, Disconnect, or Cancel to keep the connection.

To use a different board or group, disconnect and connect again, then repeat Steps 2 to 6.

Verify It Worked

Success criteria:

• The Monday.com card shows Connected with your board and group, and the CRM category button has a dot.
• A new item you add to the group, with an email or phone number, appears as a new lead in Leads about a minute later.
• A new lead in Pippify, or a stage change on a lead, shows up on your board.

Troubleshooting

Common errors

• "CRM connectors are available on the Growth plan and up.": your plan does not include CRM connectors. Fix: upgrade in Settings › Billing.
• "Your subscription is inactive. Reactivate it under Settings > Billing.": the subscription has ended. Fix: reactivate it in Settings › Billing.
• "Disconnect Bigin to connect Monday.com.": Bigin is your active CRM. Fix: disconnect Bigin first. See How to Connect Bigin by Zoho.
• "Monday.com authorization was cancelled.": you closed or declined the monday.com screen. Fix: click Connect Monday.com again and allow access.
• "Monday.com connection failed. Please try again.": the sign-in did not finish. Fix: try again, signed in as a monday.com account admin.
• "Could not check your CRM connection status. Please refresh and try again.": Fix: refresh the page.
• "Failed to scan board. Please go back and try again.": Fix: click Back and choose the board again.
• "Some fixes failed. Check the items below and try again, or activate with what's available.": Pippify could not change part of your board. Fix: try again, or fix the column in monday.com yourself.
• "Board was configured but activation failed. Please try clicking Activate again.": Fix: click the activate button again.
• "No fixes selected — sync may not work for unconfigured columns.": you unticked every fix on a board that is missing something. Fix: tick the fixes, or add the missing columns and labels in monday.com.

Limitations & considerations

• Only one CRM can be connected at a time: Monday.com or Bigin.
• Pippify's stage labels on the status column must stay as Pippify created them. Renaming them in monday.com stops those stages from syncing.
• A new board item needs an email or phone number to become a lead.
• Pippin does not send an automatic first reply to leads that come from your board, because nobody wrote in.
• Leads that came from the board are not pushed back as new items, because they already exist there.
• If your plan no longer includes CRM connectors, the card shows "Lead sync to Monday.com is paused on your current plan. Your connection stays saved." Updates from Pippify stop reaching the board until you upgrade.

Next Steps & Related Resources

• Next steps:
  • How to Use the Leads Table, Board and Filters
  • How to Edit a Lead or Change Its Stage
• Related articles:
  • How to Connect Bigin by Zoho
  • What Plans Pippify Offers and What an Outcome Is
  • Why a Feature Is Locked and What Read-Only Means

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/15/2026