Connect Monday.com

Connecting Monday.com brings your accounts, deals, contacts, and win/loss outcomes into Playwise HQ and keeps them in sync — so reps see live opportunities beside the right battlecard. Because Monday.com stores everything on boards, there’s one extra step up front: telling Playwise HQ which board is which. This guide walks through the whole setup, screen by screen.

What you’ll do

1. Authorise Playwise HQ to access Monday.com.
2. Map your Monday.com boards to accounts, deals, and contacts.
3. Let Playwise HQ auto-configure your field mappings.
4. Review and adjust field mappings, reference data, users, and win/loss reasons.
5. Complete setup to switch sync on.

Set aside about 10–15 minutes. Nothing syncs until you complete setup, so you can leave and come back.

Before you start

• You need the Admin role in Playwise HQ.
• Be signed in to Monday.com as someone who can authorise a third-party app.
• Know which Monday.com boards hold your accounts, your deals, and your contacts — they must be three different boards.

1. Start the connection

1. In Playwise HQ, click the profile icon in the top-right of the header and choose Integrations.
2. On the Monday.com card, click Connect.
3. On the Connect to Monday.com screen, click the Connect to Monday.com button. You’ll be sent to Monday.com to sign in and grant access, then returned to Playwise HQ automatically.

2. Map your Monday.com boards

Playwise HQ needs to know which board feeds each record type, so the Map Your Monday.com Boards step appears next.

1. Under Accounts, choose the board that holds your company or account records.
2. Under Deals, choose the board that holds your deals or opportunities.
3. Under Contacts, choose the board that holds your contact records.
4. Each entity must map to a different board — Playwise HQ won’t let you continue if two point at the same one.
5. Click Save Board Mappings & Continue.

3. Let Playwise HQ auto-configure

Playwise HQ now sets things up for you — discovering your board columns, recommending field mappings, matching reference data, and matching users by email. This takes a few seconds and needs nothing from you. When it finishes, the Review Configuration screen opens.

4. Review your configuration

The Review screen has one card for each part of setup. Work down them — most are already done for you, so you’re mainly confirming and filling gaps.

Field mappings

This controls which Monday.com column feeds each Playwise HQ field. The common fields are already mapped.

1. To check or change them, expand an entity row and click Edit all fields.
2. The editor has a tab per record type: Organization, Opportunity, and Contact.
3. Each row links one Playwise HQ field to a Monday.com column. Use the direction dropdown to choose Bidirectional, To Monday, or From Monday, and the Select external field dropdown to pick the Monday.com column.
4. Auto-configured fields are read-only — you only fill in any unmapped fields you care about.
5. Click Save Mappings.

Reference data

Playwise HQ lines up your Monday.com lists — Industries, Opportunity Stages, and Opportunity Types — with its own. Each has its own card.

1. Click the card’s button (Review, Set up, or Reconfigure) to open the reconcile panel.
2. Playwise HQ imports the Monday.com values and only asks you to resolve “orphans” — Playwise values still in use that didn’t match. Pick a replacement for each, then apply.

User mapping

This makes sure deal ownership syncs to the right person.

1. Click Edit on the User Mapping card.
2. Each row is a Playwise HQ user. Use the Select CRM user dropdown to link them to their Monday.com user — anyone matched by email is already filled in.
3. Turn on the Fallback owner switch for whoever should own records whose owner can’t be matched (it defaults to you).
4. Click Save & Close.

Win/loss reasons

If you record why deals are won or lost in Monday.com, Playwise HQ can pull that in.

1. On the Win/Loss Reasons card, turn on Do you capture win/loss reasons in Monday?
2. Click Select Fields, tick each Monday.com column that holds a reason, and set whether each is a Win, Loss, or Both.

Prefer to leave this off? Playwise HQ will simply prompt your team to capture reasons when deals close.

5. Complete setup

When you’re happy, click Complete Setup.

• If anything essential is missing, Playwise HQ lists it and keeps the button disabled until you fix it.
• Warnings don’t block you — you can complete setup with them showing.

Sync switches on at that point — from then on, changes in Monday.com flow into Playwise HQ and changes in Playwise HQ flow back. Existing records come across as they are created or updated.

Good to know

• Board mappings are the foundation for everything else, so if you pick the wrong board here nothing downstream will line up — double-check the item counts shown beside each board before saving.
• If the connection later shows an error, see Reconnecting a CRM integration.

Related

How CRM sync works

Manage or disconnect a CRM