CRM integrations
Monday.com integration
Overview
The Monday.com integration automatically tracks your sales funnel and customer journey by connecting Monday.com CRM events to Spectacle's attribution system. When contacts are created, accounts are updated, or deals progress through your pipeline, these activities are captured as attribution events in real-time.
Monday.com CRM uses a board-based structure where Contacts, Accounts, and Deals are organized in separate boards. The integration connects to each of these boards to capture relevant activities.
Setup & Configuration
Connecting
You can connect your Monday.com account to Spectacle by clicking the "Connect" button on the Monday.com integration on your workspace's settings page.
Configuration
After connecting your Monday.com account, you can configure the following settings:
Contacts Board (required): Select the Monday.com board where you store your CRM contacts. The integration will automatically detect CRM-style boards and suggest the most likely match.
Accounts Board (required): Select the Monday.com board where you store your company/account records. This enables organization tracking and account-based attribution.
Deals Board (required): Select the Monday.com board where you track your sales deals and opportunities.
Contact Id Field (optional): Choose a column from your Contacts board that contains the internal User Id from your own system.
Company Id Field (optional): Choose a column from your Accounts board to identify companies.
Additional Contact Fields (optional): Select additional columns from your Contacts board to sync to Spectacle. You can view and filter these properties within the platform.
Additional Account Fields (optional): Select additional columns from your Accounts board to sync to Spectacle. You can view and filter these properties within the platform.
Contact Tracking
Automatic Event Generation
When contacts are created or updated in Monday.com, Spectacle automatically generates these attribution events:
- Monday.com: Contact Created - When a new contact item is added to your Contacts board
Synced Contact Properties
The following properties are automatically synced for contacts:
- Item id
- Board id
- Contact name
- Email address
- Phone number
- Associated account
- Any configured custom columns
Account/Company Tracking
Account Events
Track your B2B relationships with automatic event generation for account activities:
- Monday.com: Account Created - When new account items are created in your Accounts board
Synced Account Properties
The following properties are automatically synced for accounts:
- Item id
- Board id
- Account/company name
- Website
- Any configured custom columns
Deal Progression Tracking
Deal Events
Track your sales funnel with automatic event generation for deal activities:
- Monday.com: Deal Created - When new deals are created in your Deals board
- Monday.com: Deal Updated - When existing deals change status or stage
Synced Deal Properties
When deals are created or updated, the following properties are synced to both the associated contact and account:
- Deal id (item id)
- Board id
- Deal title
- Deal value
- Deal currency
- Deal status
- Deal stage
Contact-Account Associations
Association Tracking
When contacts are associated with accounts in Monday.com, Spectacle tracks these organizational relationships automatically. This enables account-based marketing (ABM) attribution and helps you understand which marketing activities drive company-level engagement.
The integration automatically:
- Links contacts to their associated accounts
- Tracks deal associations with both contacts and accounts
- Syncs relationship data for complete journey visibility
Workflow blocks
Monday.com's workflow automations allow you to build custom automations. Spectacle provides 3 workflow blocks that you can use in your automations. All blocks require your Spectacle workspace id as a credential, which can be found on your workspace's general settings page.
Track event
Tracks an attribution event in Spectacle. Use this block to send custom events from your Monday.com automations.
| Field | Required | Description |
|---|---|---|
| No | The contact's email address | |
| User id | No | The user's id in your system |
| Anonymous id | No | An anonymous identifier |
| Event name | Yes | The name of the event to track |
| Revenue | No | The revenue amount (e.g. 99.00) |
| Currency | No | The three-letter ISO 4217 currency code (e.g. USD, EUR, GBP) |
| Transaction id | No | A unique transaction id, used for de-duplication of events with revenue |
Identify contact
Identifies a contact in Spectacle. Use this block to sync contact information from your Monday.com automations.
| Field | Required | Description |
|---|---|---|
| Yes | The contact's email address | |
| User id | No | The user's id in your system |
| Anonymous id | No | An anonymous identifier |
| First name | No | The contact's first name |
| Last name | No | The contact's last name |
Group account
Groups an account in Spectacle. Use this block to sync account/company information from your Monday.com automations.
| Field | Required | Description |
|---|---|---|
| Group id | No | The account's group id |
| User id | No | The user's id in your system |
| Anonymous id | No | An anonymous identifier |
| Account name | No | The account's name |
| No | The account's email address | |
| Website | No | The account's website URL |
Event Attribution
All Monday.com events are automatically attributed to your marketing touchpoints, allowing you to:
- Measure which campaigns generate the most qualified leads
- Track the complete customer journey from first touch to closed deal
- Calculate real ROI for your marketing spend
- Identify which touchpoints contribute to deal progression
- Analyze account-based marketing effectiveness
- Understand the value of each marketing channel in your sales pipeline