# Connect monday CRM to Freesbe

Source: https://freesbe.net/knowledge/connect-monday-crm/

> Post monday sales CRM deals and new contacts into channels, preview deal and contact links, search with /mondaycrm and add messages to a contact as updates. Sign in with monday.com in Integrations, CRM.

Connect monday CRM and your sales team sees new deals, stage changes, wins, losses and new
contacts in a channel, gets a preview under every link to a deal or contact, finds them with
`/mondaycrm` and adds conversations to a contact's updates. You need to be a Freesbe owner or
admin, and able to change the Deals and Contacts boards in monday.com.

![#sales with monday CRM alerts for a deal won and a new deal, and a contact link with a preview](https://freesbe.net/docs/img/monday-crm-alerts.webp)

## 1. Check your boards

Freesbe works with the **Deals** and **Contacts** boards that monday sales CRM sets up. If you've
renamed them, keep the word "Deals" or "Contacts" in their names so Freesbe can find them.

Freesbe sees what the person who connects sees, and posts updates as them. Connect as someone who
can see both boards and change them, such as a monday.com account admin, so no deal is missed and
alerts can be set up.

## 2. Connect your account

1. Open **Workspace settings → Integrations & apps → Integrations → CRM** and find
   **monday CRM**, under Freshsales.
2. Click **Connect monday CRM**, sign in to monday.com if it asks, and click **Authorize**.
3. **Connected** shows next to monday CRM, with the account's name.

![Workspace settings, Integrations, CRM: monday CRM connected to Northwind Traders, link previews on, and two alerts](https://freesbe.net/docs/img/admin-monday-crm.webp)

## 3. Add alerts

1. Under **monday CRM alerts**, click **Add alert**.
2. Pick **Post to channel**, for example #sales.
3. Tick the **Alerts to post**: New deals, Deals moving stage, Deals won, Deals lost, New contacts.
4. Set a **Smallest deal to post** if you only want the big ones. New contacts always post.
5. Click **Add alert** to save it, then choose **⋯ → Send a test alert** to see a sample card.

Alerts post as soon as monday.com sends the change. Add more alerts for different channels: deals
over $50,000 to #leadership, new contacts to #sales.

## 4. Decide on link previews

**Show a preview under monday CRM links** is on to start with. Everyone in the conversation sees a
preview, guests included, so turn it off in **Integrations → CRM** if your CRM details shouldn't
be shared that way.

## 5. Tell your team what they can do

- Type `/mondaycrm Contoso` to find deals and contacts. Only you see the answer.
- Hover over a message, click **⋯ → Log to monday CRM**, type the contact's email address and
  click **Add note**. It goes on the contact's updates with a link back to the message.

![Log to monday CRM: the contact's email address and the note](https://freesbe.net/docs/img/monday-crm-log-dialog.webp)

## If something's wrong

See [monday CRM alerts aren't posting](https://freesbe.net/knowledge/monday-crm-alerts-not-posting/).

- **Freesbe says the account has no Deals board.** Set up monday sales CRM in that account, or
  name the board your deals are on "Deals", and connect again.
- **monday CRM shows Alerts are off.** The person who connected can't change the Deals and
  Contacts boards, so Freesbe couldn't add the webhooks alerts use. Reconnect as a board owner or
  an account admin.
- **monday CRM shows Needs reconnecting.** monday.com stopped accepting Freesbe's access, often
  because the app was uninstalled or the person who connected left. Click **Reconnect**.
- **No preview under a link.** Previews only show for items on the Deals and Contacts boards of
  the connected account, up to three per message, and only while previews are on.

## Disconnect

Click **Disconnect** in **Integrations → CRM**. Freesbe takes its webhooks off your boards. Your
alerts are kept for when you connect again.

See [monday CRM](https://freesbe.net/docs/monday-crm/) for more.

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