Who can use this feature

Available only on monday CRM

Available on Pro plan and Enterprise 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 for the event, a short description of the event, the start date and time, and the end date and time:

Scroll down to choose the venue:

Click Create event to save and finish.

Customize venue

To customize your venue, click the Customize venue button:

You'll be redirected to the monday mansion website. Use your monday.com account to sign in.

To customize the venue with your logo and branding, click on the logo and image options or use the tabs on the left:

Without customization, the customizable options will default to the monday CRM logo:

You can also edit the timeline of how the screen will appear during your event. You have the option to add elevator music, text, or a 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:

When your attendee clicks on the invite link, they'll have the option to add the event to their calendar or enter 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:

Edit an event

Once the event is created, you can edit it from the Virtual events tab. Click the three-dot menu to the right of the event and select Edit event:

You can update the event details and click Save changes:

To visit the monday mansion and make adjustments to your venue, select the Customize venue option from the main menu. Clicking this button will open monday mansion in a new tab:

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

You can find this code in your monday CRM account. Click the three-dot menu and select Copy code:

Event analytics

After your event ends, you can visit the Virtual events tab to review your event's performance. To open your event's analytics, open the three-dot menu and click on View 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.

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 50 attendees per event.
• You can't record events. As such, you can't offer replays of your events. 
• No permissions or restrictions. You can't set permissions on who can create an event.