This guide will walk you through the process of automatically sending leads from Revscale CRM directly into your Monday.com boards. By using webhooks, you can ensure that new leads captured in Revscale appear as new items in Monday.com in real-time, streamlining your workflow.

Understanding the Process

The connection works by:

• Generating a Webhook URL in Monday.com: You'll set up an integration within your Monday.com board that provides a unique URL designed to listen for incoming data.
• Configuring Revscale: You'll add this URL to your Revscale CRM's webhook settings.
• Automated Data Flow: Whenever a new lead event occurs in Revscale, it will send the lead's details to the Monday.com URL, which will then automatically create a new item on your specified board.

How to Get a Webhook URL from Monday.com

Monday.com has a built-in webhook integration, making it relatively straightforward to set up. You can also use middleware tools, but the direct integration is often sufficient.

Option 1: Using Monday.com's Built-in Webhook Integration (Recommended)

• Prepare Your Board: Ensure you have a board in Monday.com where you want the leads to appear. Make sure it has columns corresponding to the data you expect from Revscale (e.g., Name, Email, Phone, Company, Status).
• Open Integrations: Navigate to your chosen board in Monday.com and click the Integrate button, usually found in the top-right corner.
• Find Webhooks: In the Integrations Center, use the search bar to look for "Webhooks".
• Select the Recipe: Choose the integration recipe that best fits your needs. The most common one is: "When a webhook is received, create an item".
• Add to Board: Click Add to board next to the chosen recipe.
• Get the URL: Monday.com will now display a unique Webhook URL. Copy this URL carefully. You will need it for Revscale.
• Map the Fields: This is a critical step. Monday.com will ask you to map the incoming data fields to the columns on your board. To do this easily:
• • Go to Revscale and temporarily paste the Monday.com URL into the webhook settings (see next section) and save it.
  • Trigger an event in Revscale (or have one occur naturally) so data is sent.
  • Go back to Monday.com's mapping screen. It should now show the fields it received (like name, email, etc.).
  • Match these incoming fields to your Monday.com columns (e.g., 'Incoming email' goes to 'Your Email column').
• Activate: Once you've mapped the fields, click Done or Add to board to activate the integration.

Option 2: Using a Middleware Tool (e.g., Zapier)

If you need more complex logic or if the direct integration doesn't suit your needs, you can use a tool like Zapier, Make, or Pabbly Connect.

• In Zapier (or similar): Create a new Zap/Scenario.
• Trigger: Choose Webhooks by Zapier > Catch Hook and copy the provided Webhook URL.
• Configure Revscale: Paste this URL into Revscale (see below) and send a test.
• Action: Choose Monday.com.
• Event: Select Create Item.
• Connect Account: Link your Monday.com account.
• Map Fields: Select your Board and map the data fields received from the webhook to your Monday.com columns.
• Publish: Turn on your Zap.

Configuring Revscale with Your Webhook URL

Once you have your Webhook URL (from either Monday.com directly or a middleware tool), you need to add it to Revscale:

• Navigate to CRM: In Revscale, click on CRM in the left menu.
• Click Configure: Click the </> Configure button at the top right.
• Insert Webhook URL: Paste the Webhook URL you copied into the Webhook field.
• Click Save: Click the Save button.

Updated on: 07/10/2025