Basic assumptions on the Monday CRM integration:
CRM is set up with the Monday Sales CRM template
The CRM template includes boards for Deals, Accounts, Leads, and Contacts - these will be synced to Rafiki
Custom templates are not be supported
Boards may or may not be shared with other users in the organization
Integration is to be done by the Monday Admin user and the email for Rafiki Admin and Monday Admin user should be the same
Why should I integrate with Monday CRM?
Rafiki-Monday CRM integration allows your teams to see meetings in the context of Accounts and Deals that they are working on. This provides an integrated 360-degree of the deal along the touch points that the Rep has had with the prospect, which is particularly important to track in long-running deals.
How does Rafiki integrate with Monday CRM?
Rafiki uses OAuth authentication to connect to Monday CRM. We do not store your Monday credentials.
What does Rafiki import from Monday CRM?
Rafiki imports organizations, deals, and persons and associates them with the meetings.
How does Rafiki map meetings to the Monday Deal/Opportunity?
Rafiki maps the Meetings to the Deal based on the participants of the meeting. Find out more.
What does Rafiki use the Monday data for?
Rafiki stores the data we pull from Monday CRM to analyze your meetings and touch points with your prospects to provide meaningful, actionable insights.
Which Monday user account should I use to integrate?
Monday admin user will be able to authorize the integration. This Monday admin user must be a valid Rafiki user and integration should be performed from this user account.