monday sales CRM: ready-made boards, filled from every chat
Paste one token — Chatmizer builds your Customers, Orders and Bookings boards and keeps them up to date.
3 min read
- 1In monday.com, tap your profile picture → Developers → My access tokens, and copy your personal API token.
- 2In Chatmizer open Integrations → monday CRM → Connect, paste the token and press Connect.
- 3Chatmizer creates three boards in your account: “Chatmizer · Customers”, “Chatmizer · Orders” and “Chatmizer · Bookings”. Switch on what to sync.
What goes where
- Customers — stage, phone, email, source and the day they came in.
- Orders — status, total, currency, customer, phone and the full details; Orderista and chat orders on one board, with a Type column.
- Bookings — when, status, service, customer and phone.
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