Flexible Work OS Integration

The GoZupees Monday CRM integration brings conversational AI to the flexible Work OS trusted by over 180,000 organizations. Monday's visual, customizable approach to work management becomes even more powerful with AI agents automating customer interactions and updating workflows in real-time.

Visual Board Updates

AI agents update Monday's visual boards in real-time as customer conversations progress. Color-coded statuses, timeline views, and kanban boards reflect AI activities instantly, giving teams immediate visibility into customer engagement status.

Customizable Workflows

Monday's extreme flexibility means AI agent behaviors adapt to your unique processes. Custom columns, formulas, and automations work seamlessly with voice interactions, ensuring AI fits your workflow rather than forcing workflow changes.

Team Collaboration

Monday's collaboration features—updates, mentions, and file sharing—extend to AI agent activities. When AI agents qualify leads or update deals, relevant team members receive notifications and can collaborate on follow-up actions.

Integration Hub

Monday's marketplace of 200+ integrations extends AI agent capabilities. Connect email, calendar, communication tools, and other business applications to create comprehensive workflows that span your technology stack.

Dashboard Insights

AI agent activities feed into Monday's powerful dashboard system. Track pipeline value, conversion rates, and team performance with visualizations that include both human and AI-driven activities.

Work OS Flexibility

Beyond CRM, Monday's Work OS capabilities mean AI agents can update project management, marketing campaigns, and operational workflows—all from a single integration point.

What This Integration Enables

Update lead and deal boards
Trigger automation recipes
Notify team members of updates
Log call activities and outcomes
Progress items through stages
Update custom columns
Generate dashboard insights

Use Cases

Board Updates

Update Monday boards from voice conversations

Custom Column Updates

Update custom columns with call data

Automation Recipes

Trigger automation recipes from calls

Team Notifications

Notify team members of updates

Deal Tracking

Track deals through visual pipeline

Dashboard Insights

Generate dashboard analytics from AI activities

Lead Management

Manage leads through flexible boards

Cross-Board Updates

Update items across multiple boards

Data Synced with Monday CRM

Object	Fields Written
Items	name, status, owner, date, custom_columns
Subitems	name, status, assignee, timeline
Updates	text, author, created_at, attachments
Activities	type, item_id, user, timestamp