Your AI Agent Runs Monday CRM in the Chat

Capture leads, update deals, and look up records inside the chat. Boei's agentic AI calls the Monday CRM API on the fly and works across web chat, WhatsApp, email, and SMS.

Lead capture + tagging

Update deals + records

You pick which actions are on

Enterprise? Schedule a demo →

from 159 reviews

Monday CRM Capabilities

What Your AI Agent Can Do With Monday CRM

Boei's agentic AI calls the Monday CRM API directly during conversations. No marketplace, no glue code. The agent figures out the right call, runs it live, and replies in the chat.

Capture a new lead

The agent collects qualifying info, then creates a contact and deal in Monday CRM with the full chat transcript attached.

I'm interested in your enterprise plan

Got it. I've added you to Monday CRM as 'Enterprise interest' and our sales team will reach out today.

Look up an existing record

Returning customers ask for status, the agent fetches the record from Monday CRM and replies with the answer.

What's the status of my account?

Looking it up in Monday CRM... your account is active, last renewal was on Jan 15. Anything else?

Move a deal to the next stage

After verifying who's chatting, the agent updates deal stage, owner, or amount in Monday CRM from the conversation.

We're ready to sign, can you move us forward?

Done. I've moved your deal to 'Negotiation' in Monday CRM and pinged your account exec.

Tag and segment leads

The agent applies the right tags or list memberships in Monday CRM based on what the visitor says, so segmentation happens in real time.

I'm just researching for now

No problem. I've tagged you 'Researching' in Monday CRM so we send you the right resources, not pushy emails.

Need something else? Tell the AI in plain English. The agent figures out the right Monday CRM API call and runs it live.

Leads That Your Whole Team Can See and Act On

Monday.com is where teams collaborate. Tasks, projects, clients, everything lives in one visual workspace. But website leads often live somewhere else, in an inbox, a spreadsheet, or worse, nowhere at all. With Boei connected to Monday.com, every qualified website conversation becomes a board item your entire team can see, assign, and track.

The flow is simple. A visitor chats with Boei's AI agent on your website. The AI qualifies them, collects their details, and fires a webhook to Monday.com (via Zapier or directly through the Monday.com API). A new item is created on your CRM board with columns filled in: contact name, email, phone, what they asked about, lead status, and deal value. Your team gets notified and can assign it, add comments, or move it through your pipeline stages.

What makes this work well for Monday.com teams specifically is the visual nature of the pipeline. You see all your website leads as colored items on a board, filter by status, group by source channel, and track who on the team is handling each one. It fits the way you already work.

How It Works

From website conversation to Monday.com board item

Visitor Chats With Your AI

A prospect visits your website and has a conversation with Boei's AI agent about your products or services.

AI Collects Structured Data

The AI captures contact info, business needs, and conversation highlights. Everything is structured and ready for Monday.com columns.

Webhook Creates Board Item

A new item appears on your Monday.com CRM board with all columns populated. Status is set to 'New Lead' and the team gets notified.

Team Collaborates on Follow-Up

Your team assigns the lead, adds notes, and moves it through pipeline stages. Everyone sees the progress in real time.

What Monday.com Teams Build With This

CRM Item Creation

A visitor asks about your agency services. The AI creates a Monday.com item with their company name, budget range, project type, and a status of 'Qualified Lead.' Your account manager gets assigned automatically.

Column Updates From Chat Data

Every Monday.com column gets populated from the chat: text columns for contact details, status columns for lead stage, number columns for deal value, and date columns for expected timeline.

Team Notifications

When a high-value lead lands on your board, Monday.com automations notify the right team member via email, Slack, or the Monday.com app. No leads sit unnoticed.

Cross-Board Connections

Connect your CRM board to your project delivery board. When a deal closes, the lead item links to a new project item, carrying over all the context from the original chat.

Visual Pipeline Reporting

Use Monday.com's chart views to see how many leads come in per week, which channels perform best, and what your average deal value looks like, all from data the AI captured.

Multi-Channel Lead Tracking

A lead comes in via WhatsApp on Saturday, another via web chat on Monday. Both appear as items on your board with the channel tagged, so you can compare performance across channels.

What Gets Sent to Monday.com

Contact Columns

Name, email, phone, and company populated in text and email columns.

Status Column

Lead status set to 'New Lead' or a custom status based on qualification.

Deal Value

Number column with estimated deal value from the conversation.

Conversation Summary

Long text column with the AI-generated chat summary and key points.

Source Channel

Status or text column showing whether the lead came from web chat, WhatsApp, or email.

Date Columns

Creation date and expected follow-up date based on conversation context.

Frequently Asked Questions

Does this require Monday.com CRM or does it work with regular boards?

It works with any Monday.com board. You can use the dedicated CRM product or a standard board with custom columns. The webhook just creates items, so any board structure works.

Is this a native Monday.com integration?

The connection works through webhooks via Zapier or directly through Monday.com's API. You map your board columns once, and all future leads are created automatically with the right data in each column.

Can I use Monday.com automations with incoming leads?

Yes. When a new item is created on your board, Monday.com automations can trigger: assign a person, send a notification, move the item to a group, create a linked item on another board, and more.

Which Boei plan do I need?

Webhook integrations require the Boei Growth plan at $49/month (annual). This includes AI agent capabilities, 7,000 AI credits, and API access for webhook configurations.

Can different website pages create items on different boards?

Yes. You can configure different webhooks for different chatbot instances. Your product page chatbot sends leads to a Product Sales board, while your services page sends to a Services Pipeline board.

How do I map chat data to Monday.com columns?

In your webhook setup (or Zapier flow), you match each data field from Boei to a Monday.com column. Name goes to a text column, email to an email column, deal value to a number column, and so on.

Other CRM Integrations

Boei connects to all the crm tools your team already uses.

HubSpot

Auto-create HubSpot contacts and deals from chat leads.

Salesforce

Send qualified chat leads straight into Salesforce.

Pipedrive

Push chat leads into your Pipedrive pipeline automatically.

Zoho CRM

Capture website leads in Zoho CRM without manual entry.

Close

Every chat becomes a Close lead, ready for follow-up.

See all integrations