First, you need to install the ControlHippo application from the Marketplace for complete integration.
Marketplace > ControlHippo > Install
Step 1: Log in to the ControlHippo Dashboard.
Step 2 : Go to the section section and navigate to the Integration button under account management.
Step 3: Click on the integrate button under Monday.com.
Step 4: A Monday.com window will open. Click the "Add to Monday" button.
Step 5: You’ll go to a new page. Click Allow to give access.
Step 6: You’ll be taken to the ControlHippo page. A pop-up will appear asking for your board ID.
Step 7: Your integration is done! Now go to Chats and start messaging.
Step 8: It may take a minute to sync. You’ll see the activity in the contact’s Updates section on Monday.com.
Access to Monday users: To all the types of users of Monday (member, admin, guest, and viewer) we show our application to them but to access the ControlHippo platform, the user needs to have authorized credentials to log in and use the platform on Monday.
Note : If you have any further questions or concerns, please feel free to reach out to us at support@controlhippo.com.
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