SKU: CooSync/WP/MY

CooSync: WordPress to Monday CRM

Original price was: $199.00.Current price is: $149.00. / year

About this Product

CooSync, an innovative proprietary product meticulously crafted by Cooface, stands as the pinnacle solution for data synchronization between your website and Customer Relationship Management software (CRM). Our commitment is to empower you by seamlessly connecting these crucial elements of your digital infrastructure.

With CooSync, our goal is to unlock the full potential of your valuable customer data. This cutting-edge solution facilitates the smooth, bidirectional flow of information, ensuring that your CRM is always up-to-date with the latest data from your website, and vice versa.

What sets CooSync apart is not only its functionality but also its dedication to data security. We understand the importance of safeguarding your customer information. Therefore, CooSync is designed to keep all synchronized data within the confines of your pre-existing digital ecosystem. This ensures that your valuable data remains safe, secure, and completely under your control.

Experience the seamless synergy between your website and CRM with CooSync, a testament to Cooface’s commitment to innovation, data integrity, and the empowerment of your business processes. Elevate your data synchronization experience with us.

The Monday CRM WordPress plugin allows you to seamlessly integrate your WordPress site with your Monday CRM account. It helps you sync data, manage leads, and automate workflows between your website and your Monday CRM workspace.

You can install the plugin by navigating to the “Plugins” section of your WordPress dashboard, searching for “Monday CRM integration,” and clicking “Install” followed by “Activate.”

Yes, you need an active Monday CRM account. You can sign up for an account on Monday.com if you don’t already have one.

Once the plugin is installed, go to the plugin settings in WordPress, and you’ll find an option to connect to Monday CRM. You will need to authenticate your Monday CRM account using an API key.

  • Sync leads from your WordPress forms directly to Monday CRM.
  • Automatically create tasks and projects in Monday CRM based on form submissions.

The Monday CRM plugin is compatible with Gravity Forms and WPForms. You can map form fields to Monday CRM fields seamlessly.

Yes, you can choose which form fields to sync with Monday CRM by configuring field mappings in the plugin settings.

Yes, the plugin can trigger custom workflows in Monday CRM based on specific actions taken on your WordPress site, such as a form submission or user registration.

Yes, the Monday CRM plugin supports multisite WordPress installations.

Data sync occurs in real-time for most actions, such as form submissions and user updates. For other scheduled sync tasks, you can customize the frequency in the plugin settings.

If there is an issue with data sync, the plugin will provide error logs within the settings page, and you will receive an email notification with the error details.

No, for security purposes, we do not store any Monday CRM data except that which is collected by WordPress and/or is necessary for the purposes of synchronizing data between the two systems. All Monday CRM data should be consumed in Monday.

Yes, the plugin uses secure API connections to transfer data between your WordPress site and Monday CRM. Ensure that your WordPress site and Monday CRM account use strong security measures like SSL and two-factor authentication (2FA).

Yes, you can control which WordPress users have access to the plugin’s settings and features based on their user roles.

Yes, you can disconnect your Monday CRM account at any time from the plugin settings. Any data already synced will remain in Monday CRM.

Yes, if you encounter any issues, you can reach out to our support team directly via email at support@cooface.com.

You can update the plugin directly from your WordPress dashboard whenever a new version is released. Make sure to back up your site before updating.

While CooSync is sold as a single website license, yes, it’s recommended to use the plugin in a staging environment before deploying it on your live site. This allows you to test the integration and ensure it works smoothly without affecting your live data. Should you encounter any issues with activating the plugin on your live site after testing it previously, let us know and we’ll help you get activated and syncing.

Refund policies depend on the purchase platform. Please review the terms and conditions on the official website or the marketplace where you purchased the plugin for specific refund details.

Customer Reviews

“Easy to get started, and now I forget it's there. Short how-to video was a nice touch because who really wants to read instructions.”
Greg P
“No more awkward calls to recent purchasers. And no more frustration from my sales people when it comes to working with my website. Everybody wins!”
Anthony V
“Small businesses shouldn't have to choose between spending money we don't have and using good tools that will grow with our success. Now we don't have to.”
Lily C