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# monday.com Integration Setup

# monday.com Integration Setup

## Purpose

Connect monday.com to SuperSend so campaign email activity (sends, replies, and optionally opens) posts as **updates** on matching CRM board items — and so contact fields can fill mapped board columns.

## How it works

monday.com is board-based. SuperSend:

1. Matches a SuperSend contact to a board **item** by email (the email column you map).
2. Writes mapped SuperSend contact fields into writable board columns (on create, and optionally on every sync).
3. Posts campaign activity as an **update** on that item.
4. Optionally creates a new item when no email match exists (**Create Missing Contacts**).

Org-level connect is not enough — you must map a board, then enable monday.com on each campaign you want synced.

## Prerequisites

- A monday.com account with access to your CRM / contacts board
- Permission to **install apps** on that monday.com account (admin or app-install rights)
- An **email column** on that board (email values must match SuperSend contacts)
- Org admin access in SuperSend (**Admin Settings → Integrations**)

## Step 1: Install SuperSend in monday.com

monday.com requires the SuperSend app on your account **before** OAuth connect. Do this once per monday account:

1. Go to **Admin Settings → Integrations**.
2. Select your **team**.
3. Open **monday.com** → **Add monday.com Account** (or **Add**).
4. Click **Install SuperSend In monday.com** (opens monday in a new tab).
5. Approve the install for your monday account, then return to SuperSend.

If the app is already installed on that monday account, skip to Step 2.

## Step 2: Connect monday.com

1. Leave **Sync Campaign Activity To monday.com** enabled.
2. Click **Connect To monday.com** and **Authorize** in monday.
3. You return to SuperSend with the account connected.

## Step 3: Map board and columns

OAuth alone does not sync. Map the board next:

1. In the monday.com accounts panel, open the connected account → **Edit**.
2. Set:
   - **Board** — CRM / contacts board
   - **Email Column (match key)** — column used to match contacts (required)
3. Under **Column field mapping**, map any writable board column to a SuperSend contact field (email, name, title, phone, company, LinkedIn URL, etc.). Leave **Don’t map** to skip a column.
4. Optionally enable:
   - **Create Missing Contacts** — create a board item (and fill mapped columns) when no email match exists
   - **Update Mapped Fields On Sync** — push SuperSend values into mapped columns when a match is found (on by default)
5. Click **Save Mapping**.

### Writable column types

SuperSend can write: **text**, **long text**, **email**, **phone**, **link/url**, **numbers**, and **name**. Status, people, files, and other complex columns are not mappable yet.

## Step 4: Enable on campaigns

Connecting at the team level does not enable every campaign. Turn it on per campaign:

**Option A — Campaign Integration Matrix**

1. Admin → Integrations → **Campaign Integrations** (matrix).
2. Enable monday.com for the campaigns you want synced.

**Option B — Inside a campaign**

1. Open the campaign → **Settings → Integrations**.
2. Enable monday.com and set:
   - **Enabled**
   - **Sync Activity to monday.com**
   - **Email Sent** / **Email Replies** (on by default)
   - **Email Opens** (off by default — more API usage)
   - **Create Missing Contacts** (optional)

## What syncs

| Event | Default | Where it appears |
| --- | --- | --- |
| Email sent | On | Update on matched item |
| Email replies | On | Update on matched item |
| Email opens | Off | Update on matched item (if enabled) |
| Mapped contact fields | On (if configured) | Board columns on create / sync |

Sync runs on a schedule (typically within about an hour of the event in production).

## Expected result

For campaigns with monday.com enabled and a valid board mapping, activity for contacts whose emails match the mapped email column appears as updates on those monday items. Mapped columns stay filled from SuperSend contact data when create/update is enabled.

## Troubleshooting

- **Connected but nothing syncs** — Confirm **Save Mapping** (board + email column), then confirm monday.com is enabled on that campaign (matrix or campaign Settings → Integrations).
- **Wrong item / no match** — Email in SuperSend must match the mapped email column value. Extra spaces or different aliases will miss.
- **Columns stay empty** — Confirm the column is mapped (not **Don’t map**), the SuperSend contact has a value for that field, and **Update Mapped Fields On Sync** is on (or the item was created with **Create Missing Contacts**).
- **Column type not listed** — Only writable types above are supported. Status/people/files cannot be mapped yet.
- **Authorize works, then “0 accounts”** — Reconnect and avoid deleting the account right after OAuth. If the URL still shows `monday_success=true`, refresh clean Integrations and open monday.com again.
- **OAuth fails or disconnects** — Confirm the SuperSend app is installed on the monday account (**Install SuperSend In monday.com**), then reconnect via Admin → Integrations → monday.com → **Add**. Someone may have revoked or uninstalled the app in monday.com.
- **“App not installed” / authorize errors** — Install first (Step 1), then Connect. Install and authorize are two separate monday steps.
- **High API usage / rate limits** — Keep **Email Opens** off unless you need them; prefer sent + replies only.

## Related Articles

- [Integrations Overview](https://help.supersend.io/en/article/integrations-overview-r3pvl9/)
- [HubSpot Integration Setup](https://help.supersend.io/en/article/hubspot-integration-setup-19rap4k/)
- [Salesforce Integration Setup](https://help.supersend.io/en/article/salesforce-integration-setup-1njko0b/)