Who can use this feature

Available only on monday CRM

Available on Pro plan and Ultimate plan

Overview

The monday CRM x monday mansion integration connects the power of monday mansion with your monday CRM account. It allows you to create virtual events and host them in a customizable virtual venue. Host webinars, product demos, networking events, presentations, and more.

Benefits

This integration automates key processes like lead capture, attendee tracking, and post-event analytics, providing a streamlined, unified experience for sales and marketing teams.

After the event ends, your attendees are automatically synced with your monday CRM account using their provided email address.

• Attendees that did not previously exist in your CRM will be added as new Contacts to the board selected on the event creation page
• You can also see whether or not an existing contact attended an event in their Emails & Activities timeline
• After the event, visitors will see an optional sign-up flow after the event!

Create an event

To get started, click on Virtual events in the left menu:

Click Create event to create a new event:

When you create an event, you can add the title, the start date and time, the end date and time, and the timezone, and the size of the venue for the event:

Click Create event to save and finish.

To learn more about creating an event, take a look at this video:

Customize venue

To customize your venue, click the Settings button:

There are five tabs in the Settings section: General details, Room customization, Agenda, Advanced Settings, and Registrants. In General details, you can edit the event basics, like the event type, title, descriptions, date, and time:

In the Room customization tab, you can change the logo, branding colors, playlist, links, and image gallery in your virtual event space:

In the Agenda tab, you can build an agenda for your attendees to follow:

Click Create an agenda to add an agenda item:

In the Advanced Settings tab, you can create Chat channels for your event attendees and a custom Welcome Modal. With an Ultimate account, you can create a custom virtual event link.

The last tab is the Registrants tab. Here, you can copy the link to your event and review your registrants. With an Ultimate account, you can customize the registration page on this tab as well:

To learn more about customizing your venue and editing your event, take a look at this video:

Invite attendees

To invite attendees to your event, copy the link in the Invitation link column and send it to others or post it wherever you promote your event:

If your attendee clicks on the invite link earlier than the start time of the event, they'll see a countdown to the event:

When they enter the event, they can verify their identity by using one of the login options (monday.com, LinkedIn, or Google) or continuing as a guest. As a guest, they'll be required to enter their full name, email address, company, and title:

Present at your event

Once the event is live, you can test out the speaker code and the presenter interface.

To present at your event, click Settings from the Virtual events tab and then click Enter as host:

Once you enter the event, click the podium. You will then be asked to enter the presenter code:

You can find this code in your monday CRM account on the Virtual Events tab:

Event analytics

After your event ends, you can visit the Virtual events tab to review your event's performance. In the Actions column, click Analytics:

The event analytics will show:

• Number of visitors. This is the total number of unique visitors to your event.
• Average time spent. This is the average time participants spent in your event.
• Chat messages. This is the number of messages sent in the chat during your event.
• Engagement breakdown. This chart shows the type of engagement that occurred during the event. The categories include screen clicks, gallery clicks, trivia clicks, and podium clicks.
• Status. The status shows if the event is completed, upcoming, or in progress.

To learn more about event analytics and limitations (outlined in the Limitations section of this article), take a look at this video:

Limitations

As this integration is new, there are a few limitations:

• Your account can only have ten active events at a time. Meaning, upcoming or live accounts.
• You can't delete events.
• Attendees cannot pre-register for your events. As such, you cannot see who has registered for your event or the number of expected attendees. You can only see this information in your event analytics after the event has concluded.
• You can only have up to 20 attendees per event.
• No permissions or restrictions. You can't set permissions on who can create an event.