Monday.com CRM Integration

Connect Monday.com to PepoSmart to automatically sync meeting data, create or update contacts on your CRM boards, log meeting notes as updates, and create follow-up tasks as subitems. This integration helps your team stay organized by keeping Monday.com updated with all your scheduling activity.

Prerequisites

• A PepoSmart account (Team or Enterprise plan recommended)
• A Monday.com account with admin access to at least one board
• A board set up for CRM/Contact management with email column
• Permission to authorize third-party apps

Connecting Monday.com

Step 1: Navigate to Integrations

1. Log in to your PepoSmart account at app.peposmart.com
2. Click Integrations in the left sidebar
3. Find the Monday.com card in the CRM section

Step 2: Authorize PepoSmart

1. Click the Connect button on the Monday.com card
2. You will be redirected to Monday.com's authorization page
3. Review the permissions requested (detailed below)
4. Click Authorize to grant access

Step 3: Select Your CRM Board

1. After authorization, you will be redirected back to PepoSmart
2. A board selector dropdown will appear
3. Select the Monday.com board where you want to sync contacts
4. Click Save Board Selection

Data We Access

PepoSmart requests only the minimum permissions necessary to provide CRM integration. Here is a complete list of what we access and why:

OAuth Scopes Used

• boards:read - List and read board information
• boards:write - Create items, updates, and subitems on boards
• workspaces:read - List available workspaces

What We Do NOT Access

• Boards you haven't selected for CRM sync
• Workspace settings or configuration
• User management or team settings
• Automations or integrations
• Files or documents
• Timeline or calendar views
• Dashboard or reporting data

How Booking Data Syncs

When a Meeting is Booked

1. Contact Lookup: PepoSmart searches for an existing item matching the attendee's email address in your selected board
2. Contact Creation (if needed): If no match is found, a new item is created with:
   • Name (item title)
   • Email (in email column)
   • Phone Number (if provided and column exists)
3. Duplicate Handling: If the contact already exists, we skip creation and use the existing item

After Meeting Notes are Processed (AI Features)

If you have AI Meeting Notes enabled and the meeting was recorded, additional data syncs after processing:

1. Meeting Update: An update is posted on the contact item with:
   • Meeting subject and date
   • AI-generated meeting summary
   • Key discussion points
2. Follow-up Tasks: Action items extracted by AI are created as subitems:
   • Name: Action item description
   • Linked to: Parent contact item
   • Status: Not Started (default)

Example Task Types Created

• Send Pricing: When you promised to send pricing information
• Send Proposal: When you committed to sending a proposal
• Send Demo Access: When you offered a demo or trial
• Answer Question: When there was an unanswered question
• Schedule Follow-up: When another meeting was discussed
• Send Resources: When you promised to share materials

Deal Stage Sync (AI-Powered)

After meeting analysis, PepoSmart uses AI to suggest deal status updates based on conversation content, sentiment, and buyer intent signals detected in the meeting transcript.

1. Status Lookup: PepoSmart reads the current deal status column values on the contact item
2. AI Analysis: Meeting transcripts are processed by AI (OpenAI) to detect buyer intent, sentiment, and next steps
3. Status Suggestion: An AI-generated deal status suggestion is presented in PepoSmart
4. User Approval Required: Status updates are never applied automatically. You must review and explicitly approve any status change before it is written to Monday.com

Data Handling & Security

What We Store

• Access Token: Encrypted OAuth token for API calls
• Refresh Token: Encrypted token to maintain persistent connection (if provided)
• Board ID: Your selected CRM board identifier
• Board Name: Display name of selected board
• Sync References: IDs of created items, updates, and subitems for tracking

Data Retention

• OAuth tokens are stored only while the integration is connected
• Sync reference IDs are kept in booking records for audit purposes
• No Monday.com item content is cached or stored in PepoSmart
• All data can be deleted upon request per our Privacy Policy

When You Disconnect

Upon disconnecting the Monday.com integration:

• Access and refresh tokens are immediately deleted from our systems
• Board configuration is removed
• No further API calls are made to your Monday.com workspace
• Items already created in Monday.com remain unchanged
• Sync reference IDs may be retained in booking history for your records

Using the Integration

Verifying Synced Data

1. Book a test meeting through your PepoSmart booking page
2. Log in to Monday.com
3. Navigate to your selected CRM board
4. Look for a new item with the attendee's name
5. View the item's updates to see logged meeting notes
6. If using AI Meeting Notes, check for created subitems after the meeting

Sync Timing

• Contact Sync: Within seconds of booking confirmation
• Meeting Notes Sync: After AI processing completes (typically 5-15 minutes post-meeting)
• Task Creation: Immediately after meeting analysis is complete

Disconnecting Monday.com

From PepoSmart

1. Go to Integrations
2. Find the Monday.com card
3. Click Disconnect
4. Confirm the disconnection

Revoking Access from Monday.com

To completely remove PepoSmart's access from your Monday.com workspace:

1. Log in to Monday.com
2. Click your profile picture in the bottom-left
3. Go to Administration
4. Navigate to Apps
5. Find "PepoSmart" in the installed apps list
6. Click to remove/uninstall the app

Troubleshooting

Connection Failed

• Verify you have admin access to at least one workspace
• Check that third-party apps are allowed in your workspace settings
• Try using an incognito/private browser window

Contact Not Created

• Check if an item with that email already exists (we skip duplicates)
• Verify your selected board has an email column
• Ensure you have write access to the selected board

Notes/Updates Not Appearing

• Confirm the integration shows as "Connected" in PepoSmart
• Check if the contact item exists (updates need a related item)
• Verify AI Meeting Notes is enabled for the booking
• Wait for meeting notes processing to complete

Tasks/Subitems Not Created

• Ensure AI Meeting Notes is enabled for the booking
• Wait for meeting notes processing to complete
• Verify subitems are enabled on your board

Support & Contact

Need help with your Monday.com integration? We're here to assist:

Response Times

• Free & Personal Plans: Within 48 business hours
• Team Plan: Within 24 business hours
• Enterprise Plan: Within 4 business hours (priority support)

Additional Resources

• General Troubleshooting Guide
• Frequently Asked Questions
• Contact Support
• Privacy Policy
• Terms of Service

Last updated: February 2026. This documentation is provided for Monday.com administrators and users evaluating the PepoSmart integration.