Connecting your Monday Resources

Article Overview

The following article describes how to connect your Monday resources to a journey.

Connecting Your Resources

(See Figure 1 to Figure 7)

To connect your Monday resources, perform the following steps:

Figure 1: Connecting Monday Resources

1. Click the CRM icon (1).
2. Select your CRM, for example, monday.com (2).

     Result:

     The Source dropdown appears:

Figure 2: Source Dropdown

3. Click the Source dropdown (3).
4. Click + Create New (4).

     Result:

     The Create New Monday Resource window appears:

Figure 3: Create New Monday Resource Window 

5. Enter a Resource Name (5).
6. Click Next (6).

     Result:

     The following window appears:

Figure 4: Authorize

5. Click Authorize (7).

     Result:

     The Workspace dropdown appears (8), indicating a successful connection:

Figure 5: Workspace Selection

8. Click the Workspace dropdown (8) and select one.

     Result:

     The Board dropdown appears (9), indicating a successful connection:

Figure 6: Board Selection

9. Click the Board dropdown (9) and select one.

     Result:

     Monday columns appear (10), indicating a successful connection:

Figure 7: Monday Columns