Monday.com Integration: Pull in connected board column data

  • Mark
    Asked on August 28, 2024 at 7:29 AM

    Hello, before I sign up, is it possible to pull in a connected board column data?

    I have a main deal board which has several connected boards as column data which I want my sales team to fill out to start a prospect.

    For example:

    Industry

    CRM Used

    Size of Business

    Use Case

    These 4 columns have defined data in different boards.

    The form would need to have these fields in a drop down list.

    Is that possible?

    Thanks

    Mark

    Page URL: https://www.jotform.com/help/578-how-to-integrate-jotform-with-mondaycom/
  • Lorenz JotForm Support
    Replied on August 28, 2024 at 7:43 AM

    Hi Mark,

    Thanks for reaching out to Jotform Support. If you're referring to other boards connected to the main board, where they should get filled out with data from the form as well, then that's possible. I had a colleague who tested it before, and it works. You can check out this thread.

    If that's not exactly what you're trying to do, let us know and provide more details so we can assist you better.