Automatically sync leads from Viewers to Monday.com. When someone submits their information through your widget, a new item is created in your Monday.com board with all their details - ready for your team to work.
This integration is available on all plans, including Free.
How It Works
When a lead is captured on your site, Viewers creates a new item in your Monday.com board with the contact’s name, email, company information, and any enrichment data. Your team sees new leads appear automatically without any manual data entry.
What You’ll Need
- A Monday.com account
- Your Monday.com API Token
Finding Your Monday.com API Token
- Log into your Monday.com account
- Click on your profile picture (bottom left)
- Select Developers
- Navigate to the My Access Tokens section
- Click Show to reveal your token (or generate a new one if needed)
- Copy your Personal API Token
Keep this token private - it grants access to your Monday.com data.
Setting Up the Integration
- Log in to your Viewers dashboard
- Go to Automations
- Find Monday.com and click to configure
- Paste your Monday.com API Token
- Select which contact types to sync (see below)
- Choose your sync type (see below)
- Save your settings
Configuration Options
Contact Types to Sync
Choose which modules should create items in Monday.com:
- Chat - AI chat conversations
- Signup - Newsletter signups
- Coupon - Spin to Win / discount entries
- Feedback - Feedback submissions
- Share - Social share submissions
- Contact - Contact form submissions
- Custom - Custom module submissions
Select the modules that represent meaningful leads for your workflow. For example, if you only want to track chat conversations and contact form submissions, select just those.
Sync Type
Control which leads get synced to Monday.com:
All Valid Emails Syncs all contacts with verified email addresses. Use this if you want every lead in Monday.com regardless of whether they have company data.
Enriched Leads Only Only syncs contacts that have company/contact enrichment data (company name, phone, website, etc.). This filters out personal email addresses and leads without business information.
Use enriched-only if you only want qualified B2B leads with company context.
What Gets Synced to Monday.com
When an item is created in Monday.com, these fields are available:
| Viewers Field | Data |
|---|---|
name | Lead name |
email | Email address |
company.name | Company name |
company.phone | Phone number |
company.website | Company website |
question | Message or response |
module | Which module captured them |
page_url | Page where they converted |
Map these fields to columns in your Monday.com board to organize your lead data.
Best Practices
Use “Enriched Leads Only” for cleaner data If personal email signups clutter your board, filter them out at the source. Only leads with real company data get synced.
Create a dedicated Leads board Set up a board specifically for Viewers leads with columns that match the data you’re receiving (Name, Email, Company, Phone, Message, etc.).
Set up Monday.com automations Use Monday.com’s built-in automations to notify team members, move items to groups, or trigger actions when new leads arrive.
Use status columns for lead stages Create a Status column to track where each lead is in your process (New, Contacted, Qualified, etc.).
Troubleshooting
Leads not appearing in Monday.com?
- Double-check your API token is correct and complete
- Make sure the integration is saved and enabled in Viewers
- Verify the lead type you’re testing is selected in “Contact Types to Sync”
- Check that your Monday.com account is active
API token not working?
- Tokens can expire or be regenerated - make sure you’re using the current one
- Generate a new token in Developers → My Access Tokens if needed
Missing data in Monday.com?
- Make sure your board has columns that can receive the data
- Some leads won’t have company data (personal emails, new businesses)
Frequently Asked Questions
Which Monday.com board does it sync to? You’ll configure which board receives leads during setup. Make sure the board has appropriate columns for the lead data.
Will it update existing items? No. Viewers creates new items. Use Monday.com’s duplicate detection or merge features if needed.
How quickly do leads sync? Immediately when a lead is captured (for “All Valid Emails”). For “Enriched Leads Only,” there may be a brief delay while enrichment completes.
Can I sync to multiple boards? Not directly with a single integration. If you need leads in multiple boards, use Monday.com’s automations to duplicate or move items.
Is this available on the Free plan? Yes. The Monday.com integration is available on all Viewers plans. However, “Enriched Leads Only” sync requires a PRO plan since enrichment is a PRO feature.
Need Help?
If you have questions about connecting Viewers to Monday.com, contact us.