Overview
Connect monday.com to Octanist if your team follows up on leads there. When items change status columns in monday.com, the matching leads in Octanist update and the results go back to your ad platforms.
monday.com keeps work on boards, where a status column shows where each item stands. Octanist reads the board and the columns you pick, so changing the status of an item updates the matching lead.
How it works
You sign in with monday.com and pick where your leads live and which status columns mean qualified, won or lost. Octanist checks for changes about once an hour and matches each item to a lead by email address or phone number.
Use the tool your team already uses
Not every team needs a CRM. If monday.com is where you track follow-up, that is enough for Octanist to tell your ad platforms which leads became customers.
Use cases
Status mapping
Choose which status columns count as qualified, won or lost.
Lead value
Use a value from monday.com as the conversion value when you track one.
Offline conversions
Qualified and won leads go back to the ad platforms you connected.
No webhooks to set up
Connect by signing in to monday.com.
Getting started
Open Integrations in Octanist and choose monday.com. Tell us which actions in monday.com mean qualified, won or lost, and our team sets up the connection with you.
