Chad's Monday.com integration connects lead workflows with a workspace your team uses to manage follow-up. Linking the account is the first step: you also need a ready workspace, the appropriate boards and a configured lead-capture workflow.
The screenshots below come from the original February 2026 walkthrough. Some labels and layouts have changed; the steps describe the current dashboard controls. For other connections, see Chad's integrations.
1. Prepare your Chad and Monday.com accounts
Use an existing Chad account or contact us to set up your store. Shopify merchants can also start through the Chad app listing. Make sure you can access the intended Monday.com account and workspace, and have the permissions needed to install and authorize the app.
Sign in to the Chad dashboard and select the correct store before changing its connection.
2. Open Connected tools, then CRM
Open Connected tools → CRM and find Monday.com. Start the connection from the account card. The original screenshots label this area “Integration”; the current dashboard uses Connected tools.
3. Install the app and grant access
The connection dialog separates Install app from Grant access permissions. Follow the installation link, complete the installation in Monday.com and return to Chad. Then choose Grant access, review the authorization screen and authorize the intended account.
After returning to Chad, check the connected account and connection status. If authorization was declined or the credentials are invalid, complete that step before proceeding. A completed installation screen alone is not proof that the account is authorized and ready.
4. Select the active workspace and check readiness
Choose the workspace you want Chad to treat as your CRM destination. The dashboard checks for the required Leads, Contacts, Deals and Accounts board types. If it reports missing boards, create the required boards in Monday.com and refresh the Chad page. An archived or deleted workspace needs to be replaced with an available one.
The current dashboard also has Boards Chad manages. Review the selected boards and use Save and deploy after making changes. If no boards are selected, the dashboard indicates that Chad will automatically detect and decide which boards to use. Confirm that this matches your intended setup before testing; workspace readiness and destination selection are separate checks.
5. Install the widget and confirm the lead workflow
For Shopify, follow the widget visibility guide to check the app embed. For another website, the dashboard's widget setup page provides a script for the selected store and installation instructions. Contact us if you need help placing it.
Confirm that the intended lead form or workflow is configured to use the CRM connection. A visible widget and a connected account do not by themselves demonstrate that every conversation creates a lead.
6. Submit a test lead and inspect the result
Use a clearly identified test record and a contact address you control. Submit the configured form once, then inspect the intended workspace and boards. Processing time can vary; the original two-to-three-minute estimate is not a delivery guarantee.
Check the fields, destination and any expected relationships between records. The screenshots below illustrate results from the original setup, not a required result for every form or workflow.
7. If the record does not arrive
Check the selected Chad store, connection status, active workspace, readiness message and managed boards. Confirm that the submission used the configured lead workflow. Avoid repeatedly submitting the same test while investigating, which can make the destination harder to interpret.
If the issue remains, contact Chad with the submission time, store and workspace, plus the visible error or missing result. Do not send passwords or access tokens. Once the test reaches the expected destination, your team has a concrete basis for enabling and monitoring the workflow.
