Speaker 1: Hey guys, so today we're going to have a look at monday.com and connect it up with Zapier. So in Zapier we're going to create a zap when we get a new inquiry on the website we want to automatically add that to the CRM to that sales system. So at the moment we on the website we're using Webflow and Webflow has a nice Zapier integration. So we'll set one up for every time there's a form submission and I believe we can set it up for a specific the contact us form let's try that when people fill that in so we've got site name terrific form name get in touch form test the trigger there we've got continue and now we want to add in monday.com so we find monday.com the action is going to be create let's go down here create an item. Now we need to sign in. So we need the API key. So we go into monday.com we've got to go to the admin section under API. So let's go to Monday, admin, API, generate, copy, we paste it here, continue, and we have it connected and now we choose the board ID so the one we just created hopefully there yep sales tracking group ID we don't need we do need sorry and we're going to add the item under the group active leads the item name so we can call it the name here and we can add in the email and then we need to add then we can add the column values. So monday.com works a little bit different than other platforms. You need to do a little bit of JSON formatting. You need to use the JSON format in order to connect it up with Zapier. And so it's a matter of finding the actual column name, not the name that we see here. So this name here is what we can see as the user, but each of these columns has a unique name as well. So the way we find the board, the column name, column name is we've got to first we've got to open up the labs we activate developer mode and then we can hover over the column to get the column name let's go back to monday.com and we've got to activate the lab Monday lab so

Speaker 2: here it is monday.labs under settings on the bottom left corner So let's turn that one on, text one, and the first one's called just text.

Speaker 1: Okay, great. text for the name and text one for the email address. So text. And then we've got the name. And text one for the email. And then the first the active lead I guess yeah that should actually be the company name so let me remove this here from item name we can call that the company instead. Okay and then these fields also need to be formatted correctly. So if we go back to the JSON guide, and this is just here in the link you can click to this documentation here if you need to look at it again, and you can see here that this is how the formatting needs to be for each of these parts. So for example we want to add in text so we need talking marks, or if it's long text it's like so. Both these columns that we're dealing with with here are text columns, just regular text columns. So we should be able to just put the data straight in. We may not even need the talking marks. So let's test it. So we have all this ready, continue. Test and review. And then, there we go. It's added it in here as the final line. So it's that easy. That's a very quick sort of start into it. Let me know what you think and what questions you have about monday.com and I'll do some more videos and go into a little bit more detail as well coming up. Okay, thank you so much for for watching and look forward to seeing you in the next one. Cheers.