With Heymarket's Monday Integration. You can send or receive texts within the Monday.com interface. To set up this integration, you must have a paid Heymarket Team and a shared inbox.
Text your contacts over SMS directly from monday.com. This guide walks you through installing the app, connecting your account, mapping a board, and sending your first message.
Before you start (prerequisites)
- A Heymarket account with at least one inbox (a texting number).
- A monday.com account, with permission to install apps.
- A Monday board with contacts that have a phone number and/or email column.
Step 1. Install the app
- Open the monday.com Marketplace and search for Heymarket.
- Click Install and choose the account/workspace.
- Approve the requested permissions.
Step 2. Connect your Heymarket account
- Click Connect/Authorize.
- Sign in to Heymarket.
- Accept permissions so Heymarket can sync boards, items, contacts, and updates.
Step 3. Map a board to a Heymarket inbox
- Go to Settings → Integrations → monday.com in Heymarket.
- Select the Monday board.
- Choose the Heymarket inbox.
- Save. Contacts sync automatically about every 30 minutes; manual sync is also available.
Step 4. Text a contact from a Monday item
- Open an item on your mapped board.
- Open the Heymarket tab.
- Compose and send a message.
- Switching items automatically loads the correct conversation.
Step 5. See message activity
- Messages are logged as updates on the corresponding Monday item.
Tips & Troubleshooting
- "No linked contact found for this item". Wait for sync or run a manual sync.
- "No phone or email found". Add the values to the mapped columns.
- "Please log in to Heymarket." Sign in and reload the panel.
- Ensure phone numbers are in a valid format.
Need help?
Visit help.heymarket.com or contact support@heymarket.com.