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monday CRM

Turn prospect conversations into monday CRM data

Configure participant mapping for monday CRM
Choose whether to push sample meeting data to monday CRM
Choose which past meetings to send to monday CRM

Turn Sales Calls into monday CRM Leads and Records

The monday CRM Integration with Fireflies.ai automatically adds meeting participants as leads and maps conversation insights to monday CRM contact, lead, or account records.

Key Benefits

  • Automatic Lead Creation: Create a CRM lead from each new meeting participant.
  • Meeting Note Mapping: Sync meeting insights to existing contacts, leads, and accounts.
  • Company Mapping: Set up company mapping as part of the default configuration if desired.
  • Meeting Rules: Use integration rules to choose which meetings sync to monday CRM.

How to Sync Sales Calls to monday CRM

Have access to Fireflies and monday CRM. Install the Fireflies app in monday.com before connecting from Fireflies.

Connect monday CRM to Fireflies

Steps to connect monday CRM

In Fireflies Integrations, search for Monday.com CRM and open it.

Frequently Asked Questions

Still have more questions? Please write to support@fireflies.ai and we will respond as quickly as we can.

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