Sync form submissions directly into your Monday CRM boards. Connect Paxform with Monday.com to automatically create leads, update deals, and manage customer relationships within your visual workflow platform.
Build By
Monday CRM
Visible On
Paxform
Pricing
Free and paid subscriptions available
Supported Languages
English, French, German, Japanese, Portuguese, Spanish
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The Paxform Monday CRM integration transforms form submissions into actionable items within your Monday.com boards, maintaining the visual, collaborative approach your team loves while eliminating manual data entry. Every form submission automatically creates or updates Monday items, complete with all relevant information organized in your board structure.
This integration is ideal for teams that manage sales, customer success, or project workflows in Monday.com and want to capture lead information, client requests, or project details through forms. By automatically populating Monday boards with form data, you maintain a single source of truth for customer information while enabling your team to leverage Monday’s powerful workflow automation and collaboration features.
- Connect to Monday.com
Authenticate Paxform with your Monday.com account using secure OAuth. Select which workspaces and boards Paxform can access for form integration.
- Map Fields to Columns
Define relationships between Paxform form fields and Monday board columns. Map text fields, numbers, dates, people, statuses, and custom column types appropriately.
- Configure Board Routing
Determine which forms create items in which boards. Set up conditional logic to route submissions to different boards based on form responses or submission characteristics.
- Automatic Item Creation
When forms are submitted, Paxform automatically creates Monday items with mapped field values, assigns items to team members, and triggers any board automations you’ve configured.
Sales Lead Pipeline Management
Convert lead capture forms into tracked opportunities within your Monday sales boards.
- Create Monday items automatically when lead forms are submitted
- Populate lead details across status, contact info, and custom columns
- Assign leads to sales representatives based on territory or product interest
- Trigger Monday automations for immediate follow-up tasks
- Track lead progression through pipeline stages visually
- Update deal values and expected close dates from form data
- Link form submissions to existing account items
Customer Onboarding Tracking
Manage new customer setup through Monday boards populated from onboarding forms.
- Generate onboarding project items for each new customer
- Populate customer details, package selections, and requirements
- Create sub-items for each onboarding task automatically
- Assign onboarding specialists based on customer segment
- Track completion status through Monday’s timeline views
- Set deadlines based on form-submitted go-live dates
- Store customer documentation links in Monday items
Support Ticket Management
Route customer support requests from forms directly into Monday service boards.
- Create support tickets with complete issue description and priority
- Categorize tickets automatically using Monday status columns
- Assign to appropriate support team members by expertise
- Include customer information and account history references
- Attach screenshots or diagnostic files to Monday items
- Track SLA compliance through Monday date columns
- Update customers automatically as ticket status changes
Project Request Processing
Handle project requests by creating structured project items in Monday work boards.
- Generate project items from project request forms
- Populate scope, budget, timeline, and resource requirements
- Assign project managers based on project type or department
- Create project task sub-items from form checklist responses
- Link to client contact items for relationship management
- Set project milestones from form-submitted timelines
- Trigger resource allocation workflows in Monday
Event Registration Management
Coordinate event attendees by syncing registration forms to Monday event boards.
- Create attendee items with registration details and preferences
- Segment attendees by ticket type or session selections
- Track payment status and registration completeness
- Assign event staff to attendee communications
- Monitor attendance confirmations through status columns
- Generate seating arrangements or group assignments
- Send automated confirmations through Monday integrations
HR Recruitment Pipeline
Streamline candidate tracking by flowing application forms into Monday hiring boards.
- Create candidate items from job application submissions
- Store resume links, cover letters, and portfolio attachments
- Route candidates to appropriate hiring manager items
- Track interview stages through Monday status columns
- Schedule interview activities through Monday timeline
- Score candidates using number columns from form assessments
- Manage offer approval workflows within Monday
Vendor & Partner Onboarding
Manage business relationships by creating vendor records from application forms.
- Generate vendor items with company details and capabilities
- Store compliance certificates and insurance documentation
- Track vendor approval stages through workflow columns
- Assign procurement team members for vendor evaluation
- Set contract start dates and renewal reminders
- Link vendor items to project boards where they’ll be used
- Monitor vendor performance through custom metrics columns
Facility & Resource Requests
Coordinate resource allocation by syncing request forms to Monday operations boards.
- Create facility booking items with date, time, and requirements
- Assign operations team members for setup coordination
- Track resource availability through Monday workload views
- Generate equipment checkout sub-items from form selections
- Monitor request approval status through workflow columns
- Send confirmation notifications through Monday automations
- Maintain resource utilization metrics in Monday dashboards
Seamlessly connect Paxform submissions to Monday.com boards, enabling visual workflow management, team collaboration, and powerful automation across your customer-facing processes.
- Automatic Item Creation: Generate Monday board items immediately upon form submission
- Board Selection: Route form submissions to specific Monday boards automatically
- Group Assignment: Place new items in appropriate board groups based on form data
- Item Naming: Use form fields to generate descriptive item names dynamically
- Sub-Item Creation: Generate sub-items from form sections or multi-select responses
- Item Updates: Refresh existing Monday items when returning customers submit forms
- Duplicate Detection: Identify and update existing items rather than creating duplicates
- Bulk Item Creation: Handle forms capturing multiple records with batch item creation
- Text Columns: Map form text fields to Monday text columns
- Number Columns: Populate numeric columns with calculated or direct form values
- Status Columns: Set item status based on form selections or submission state
- Date Columns: Map form date fields to Monday date columns with timezone handling
- People Columns: Assign Monday users based on form data or routing rules
- Timeline Columns: Set start and end dates from form date ranges
- Dropdown Columns: Match form selections to Monday dropdown options
- Link Columns: Populate URL columns with form-submitted links or references
- Email Columns: Store email addresses in properly formatted email columns
- Phone Columns: Populate phone number columns with validation
- Rating Columns: Transfer form ratings or scores to Monday rating columns
- File Columns: Attach form uploads to Monday item file columns
- Trigger Monday Automations: Activate Monday board automations when forms create items
- Status Transitions: Update item status as forms progress through Paxform workflows
- Approval Integration: Sync Paxform approval status with Monday approval columns
- Recipe Compatibility: Work seamlessly with Monday’s built-in automation recipes
- Custom Automations: Integrate with complex Monday automation scenarios
- Notification Triggers: Fire Monday notifications when form items are created
- Integration Triggers: Start other Monday integrations from Paxform-created items
- User Mapping: Assign Monday users to items based on form selections
- Round-Robin Assignment: Distribute items evenly across team members
- Territory-Based Routing: Assign based on geographic or organizational territory
- Skill-Based Assignment: Route to team members with specific expertise
- Workload Balancing: Consider current Monday workload when assigning items
- Multiple Assignees: Add multiple people to people columns from form data
- Team Assignment: Assign items to Monday teams rather than individuals
- Owner Transfer: Support ownership changes based on workflow progression
- Update Creation: Add form details as updates/comments on Monday items
- @Mention Integration: Tag Monday users in updates based on form data
- File Attachments: Attach form uploads to Monday items for team access
- Note Addition: Include form submission notes in Monday activity feed
- Email Notifications: Leverage Monday’s email notifications for form submissions
- Thread Tracking: Maintain conversation threads linked to form submissions
- Collaboration Context: Provide complete form context for team discussions
- Multi-Board Support: Create items across multiple Monday boards from single forms
- Workspace Organization: Respect Monday workspace structures and permissions
- Group Management: Create or select board groups dynamically
- Custom Fields: Populate Monday custom columns with form data
- Board Templates: Use Monday board templates for consistent item structure
- View Configuration: Create items visible in specific Monday board views
- Timeline Population: Set project timelines from form date fields
- Dependency Creation: Establish item dependencies based on form relationships
- Milestone Setting: Create milestones from form-submitted project phases
- Deadline Management: Set due dates automatically from form data
- Schedule Visualization: Populate Monday Gantt charts with form-based timelines
- Time Tracking: Initialize time tracking columns from estimated durations
- Status Mapping: Translate form workflow status to Monday status columns
- Progress Indicators: Set progress bars based on form completion percentages
- Priority Assignment: Map form urgency to Monday priority columns
- Stage Tracking: Move items through board stages as forms progress
- Completion Triggers: Mark items complete when forms reach final approval
- Custom Status Labels: Support for Monday’s customizable status options
- Dashboard Population: Feed Monday dashboards with form submission metrics
- Chart Data: Provide data for Monday charts and visualizations
- KPI Tracking: Update KPI widgets with form-derived metrics
- Filter Support: Ensure form-created items work with Monday filters
- Custom Widgets: Populate custom dashboard widgets with form data
- Real-Time Updates: Stream form data to Monday dashboards instantly
- Document Upload: Transfer form attachments to Monday file columns
- Multi-File Support: Handle forms with multiple file uploads
- File Organization: Maintain file naming and organization from forms
- Version Control: Leverage Monday’s file versioning for form uploads
- Preview Support: Ensure uploaded files preview correctly in Monday
- Storage Integration: Respect Monday storage limits and file size restrictions
- Deal Value: Populate numbers columns with monetary form values
- Budget Tracking: Set budget columns from form cost estimates
- Revenue Forecasting: Feed forecast columns with opportunity values
- Expense Tracking: Record expense amounts from reimbursement forms
- Formula Columns: Work with Monday formula columns for calculations
- Currency Conversion: Handle multi-currency form submissions appropriately
- OAuth Authentication: Secure connection with automatic token refresh
- Permission Inheritance: Respect Monday board and workspace permissions
- Role-Based Access: Honor Monday user roles when creating items
- Private Boards: Support for private and shareable Monday boards
- Guest Access: Handle Monday guest users appropriately
- Data Visibility: Maintain Monday’s column visibility settings
- Sync Status Dashboard: Real-time visibility into successful item creation
- Error Notifications: Immediate alerts when items fail to create
- Validation Feedback: Clear messages about column mapping issues
- Integration Health: Monitor Monday API connection status
- Activity Logs: Complete record of all items created from forms
- Performance Metrics: Track integration speed and reliability
