How to Update Monday.com Item When Streak Box Stage Changes Using Pabbly Connect

Learn how to integrate Streak CRM with Monday.com using Pabbly Connect to automatically update items when box stages change. Follow this detailed tutorial for step-by-step guidance.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Integration

To begin with, Pabbly Connect is the central platform that enables the integration between Streak CRM and Monday.com. First, you need to access Pabbly Connect by visiting its website. If you do not have an account, you can sign up for free, which grants you access to 100 tasks every month. using Pabbly Connect

Once logged in, navigate to the dashboard and locate the option to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow ‘Update Monday.com Item When Streak Box Stage Changes’. Select a folder to save your workflow, and click on ‘Create’. This sets the stage for your integration process.

Defining the Trigger Event in Pabbly Connect

In this section, we will define the trigger event using Pabbly Connect. The trigger application will be Streak CRM, and the event you want to capture is the ‘Box Change Stage’. Select Streak CRM as your trigger application and choose the trigger event from the dropdown menu. using Pabbly Connect

After selecting the trigger event, you will need to connect Streak CRM with Pabbly Connect. Click on ‘Connect’, then ‘Add New Connection’. For this, you will need an API key from your Streak CRM account. To find this, navigate to your Streak CRM account, go to Integrations, scroll down to Custom Integration, and copy the API key provided there. Paste this API key in Pabbly Connect and click ‘Save’ to establish the connection.

Configuring Action Steps in Pabbly Connect

Now, let’s configure the action steps in Pabbly Connect. The first action step will be to retrieve all stages from Streak CRM. Select Streak CRM again as your action application and choose the event ‘Get All Stages’. Connect this to Pabbly Connect using the existing connection you just created. using Pabbly Connect

• Select your pipeline from the dropdown list.
• Click on ‘Save’ and then ‘Test’ to verify the connection.
• Note down the stage keys for future mapping.

After successfully retrieving the stages, you will use these details to update your Monday.com item. This is done by setting up a lookup table in Pabbly Connect, which will map the stage keys to their corresponding stage names.

Updating Monday.com Item Using Pabbly Connect

Next, we will set up the action to update the Monday.com item based on the changes captured from Streak CRM. Select Monday.com as your action application and choose ‘Search Items by Column Value’ as your action event. Connect Monday.com with Pabbly Connect using your personal API token, which you can find in your Monday.com account under the Administration section. using Pabbly Connect

Once connected, select the board you want to update and map the column value to the item name you received from the Streak CRM trigger response. This ensures that the correct item in Monday.com is updated when the stage changes in Streak CRM.

After setting this up, add another action step to update the item column value in Monday.com. You will map the item ID received from the previous step and specify the column that needs to be updated. This completes the integration process, ensuring that any changes in Streak CRM are reflected in Monday.com in real-time.

Testing and Verifying the Integration

To finalize the integration, it’s crucial to test and verify that everything works as intended. Change the stage of a box in your Streak CRM account to trigger the workflow. Once you change the stage, return to Pabbly Connect to see if the response reflects the updated information. using Pabbly Connect

If successful, you will see the updated stage in your Monday.com item. This confirms that your integration is functioning correctly. By following these steps, you have successfully set up an automated workflow using Pabbly Connect that updates items in Monday.com whenever there is a change in the Streak CRM box stage.

Whenever a stage changes in Streak CRM, it will automatically update in your Monday.com item, streamlining your workflow and improving efficiency.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to update Monday.com items when Streak Box stages change. By following the detailed steps, you can automate your workflow effectively and ensure real-time updates between Streak CRM and Monday.com.