Interconnecting customer records in between Deals, Contacts, and Calendar events

My team used to use ACT, but Monday is significantly higher rated on every site and review I read. In ACT, they could use it like a daily planner. When they made an even in their calendar/planner, they could link it to a contact/deal. Any updates made in the calendar/planner also showed up under the linked contract/deal.

Right now my team is using the Emails&Activities widget so our updates, call summaries, etc are visible when looking at the contact or the opportunity. This also enables me to set up a critical reporting function so my sales director can receive a high level report of all updates for the week.

BUT there’s no way thus far to make all of this work with a calendar. I’m running out of ideas… have we hit a limitation of the platform? Monday has an extremely user-friendly interface and seems extremely intuitive. With this being a basic need for most CRM’s, I’m shocked we haven’t found a solution yet.

Hey Crystal,

If I am understanding correctly, you’d like to pull the activities created in your E + A app, into a calendar view - is this correct?

Screen Shot 2023-08-23 at 2.11.44 pm

If this is the case, can I ask if you could set up an automation to create an item (in a specific board) every time an activity is created in the app. This way, you can then create a calendar from the items created in the activity board.

Let me know what you think!

Hi Bianca! I appreciate the feedback. We’re already doing what you’ve described. As far as updates go, it’s a one-way street as the integration creates a new item in the activity board. What we need is for it to be the same item, essentially, so that all updates can sync across the views.

Ah I understand what you’re saying here - thanks for letting me know :pray:

I encourage you to add your vote to the existing feature request here → Shared or mirrored updates for connected items to put greater emphasis on this need.

Let me know if I have misunderstood!