October 8th, 2024

Direct Monday.com Integration

We’ve introduced direct integration with Monday CRM to enhance your lead management process.

  • Automatic Lead Sync: New leads captured on OVOU are instantly added to Monday.

  • No Duplicate Leads: Updates are applied to existing leads based on email or phone number, avoiding duplicates.

  • Smart Updates: Update missing data only.

  • Campaigns and Status: Assign imported leads to specific campaigns and set custom statuses.

  • Task Monitoring: Access task history to review and test lead transfers.

Learn how to set it up →