Why Monday.com CRM Users Need Deeper Meeting Data
Monday.com has evolved from a project management tool into a full-fledged CRM platform. Its visual boards, automations, and flexibility make it a popular choice for teams that want a CRM that works the way they do. But like most CRMs, the meeting itself remains a blind spot — booking tools create a contact, but the conversation never makes it to the board.
PepoSmart's Monday.com integration changes that. Contacts sync as board items, meeting notes appear as updates, and action items become subitems — all on your configurable CRM board.
What the PepoSmart Monday.com Integration Does
1. Contact Sync to Your CRM Board 2. Booking Details as Item Updates 3. AI Meeting Notes as Updates 4. Action Items as Subitems with Due Dates
1. Contact Sync to Your CRM Board
Monday.com's CRM isn't a fixed structure — it's a board you configure with the columns you need. PepoSmart respects this flexibility:
- When you connect, PepoSmart discovers your boards and lets you select your CRM board
- Contacts are created as Items on your chosen board
- Email and Phone columns are populated automatically (PepoSmart detects your column types)
- If a contact already exists (matched by email), the booking links to the existing item
Choose Your CRM Board
During setup, PepoSmart uses Monday.com's API to list your boards. You select which board serves as your CRM, and PepoSmart syncs contacts there. This works whether you use Monday's CRM template, a custom board, or any board with email and phone columns.
2. Booking Details as Item Updates
Every booking creates an Update (comment) on the contact's item with:
- Contact's timezone
- Phone number if collected
- Custom question answers with clear formatting
- Meeting location (Google Meet, Zoom, Teams, or address)
Updates in Monday.com appear in the item's conversation tab, giving your team booking context alongside all other communications about that contact.
3. AI Meeting Notes as Updates
When Collect Meeting Notes is enabled, PepoSmart's AI generates a summary posted as an Update on the contact item:
- Structured meeting summary with key points
- Meeting title and date
- Sentiment and buyer intent analysis
Monday.com's update system supports rich text, so meeting summaries are easy to read and scan directly from the board.
4. Action Items as Subitems with Due Dates
This is where Monday.com's structure really shines. PepoSmart creates action items as Subitems under the contact item:
| Action Type | Example | Monday.com Subitem |
|---|---|---|
| Send Pricing | "I'll send pricing by Friday" | Subitem with due date (7 days) |
| Send Proposal | "Let me draft a proposal" | Subitem with due date (7 days) |
| Send Demo Link | "I'll get you trial access" | Subitem with due date (7 days) |
| Schedule Follow-up | "Let's reconnect next week" | Subitem with due date (7 days) |
| Send Resources | "I'll share the case study" | Subitem with due date (7 days) |
| Answer Question | "Let me check on that" | Subitem with due date (7 days) |
Why Subitems Are Perfect for Action Items
Monday.com subitems create a natural parent-child relationship: the contact is the item, and their action items are nested below. This keeps your board clean while still tracking every follow-up. Subitems support due dates, so overdue tasks are visually flagged on the board.
Setting Up the Integration
Step 1: Connect Your Monday.com Account
Navigate to Integrations in PepoSmart and click Connect to Monday.com. Enter your Monday.com API token to establish the connection.
Step 2: Select Your CRM Board
PepoSmart discovers your Monday.com boards. Select the board where you want contacts synced.
Step 3: Enable Meeting Notes
Turn on Collect Meeting Notes on events where you want AI notetaking and subitem creation.
Step 4: Sync Starts Automatically
Bookings create items and updates. Completed meetings generate summaries and subitems within minutes.
What Data Is Synced and When
| Trigger | What Syncs to Monday.com | Monday.com Object |
|---|---|---|
| Prospect books a meeting | Contact info (email, phone columns) | Item on CRM Board |
| Prospect books a meeting | Booking details, timezone, custom answers | Update on Item |
| Meeting notes complete | AI summary with meeting title and date | Update on Item |
| AI analysis complete | Action items with due dates | Subitems on Item |
Security and Privacy
- API token authentication — stored encrypted, never exposed
- Encrypted storage — all credentials encrypted at rest
- Board-level access — PepoSmart only interacts with the board you select
- Easy disconnect — remove from dashboard at any time
The Visual Advantage
Monday.com's visual board format means meeting data becomes immediately actionable:
- Color-coded status columns show which contacts have pending action items
- Due date warnings flag overdue subitems automatically
- Timeline views show all upcoming follow-ups across contacts
- Dashboard widgets can aggregate meeting counts, action item completion rates, and more
PepoSmart vs. Other Scheduling Tools on Monday.com
| Feature | PepoSmart | Typical Scheduling App |
|---|---|---|
| Sync contacts to CRM board | Yes (configurable board) | Rare |
| Duplicate prevention | Yes (email matching) | Sometimes |
| Log booking details as update | Yes (formatted) | Basic or none |
| AI meeting notes as updates | Yes | No |
| Action items as subitems | Yes (with due dates) | No |
| Sentiment and buyer intent | Yes | No |
| Meeting recording & transcript | Yes | No |
Getting Started
The PepoSmart Monday.com integration is available on all plans.
Sign up for PepoSmart and connect your Monday.com CRM board today.
Already using PepoSmart? Head to Integrations > Monday.com in your dashboard to connect.
