Monday CRM →
Campaigns Sync
Full bi-directional automation between Monday CRM and Monday Campaigns. Every contact change in CRM triggers an instant, accurate sync — no spreadsheets, no manual exports, no errors.
0
Manual transfers
~1K
Contacts synced
6
Scenarios covered
// context
Problem & Solution
❌ Before
- Contacts added by different employees at irregular intervals
- No clear ownership — nobody synced CRM to mailing tool
- Before every mailing: export from CRM, export from tool, compare in Excel, add/remove manually
- One cleanup session: ~1 hour. Several per month
- Unsubscribed contacts could be emailed again due to sync lag
✅ After
- CRM is the single source of truth for all contacts
- Any status change in Monday CRM instantly triggers sync
- All 6 contact lifecycle scenarios handled automatically
- Unsubscribes and opt-outs propagate in real time
- Zero manual intervention — process runs itself
// workflow
Before vs After
// manual process
Export contacts from Monday CRM
~5 min
Export contacts from Campaigns tool
~5 min
Compare both lists in Excel
~30 min
Manually add / remove contacts
~15 min
Hope nothing was missed
risk of errors
// automated process
Employee changes contact status in CRM
as always
n8n webhook fires instantly
< 1 sec
Campaigns synced automatically
done
// coverage
All Scenarios Handled
Contact added
New CRM contact with mailing status → added to Campaigns list automatically.
Contact deleted
Removed from CRM → immediately purged from Campaigns. No ghost contacts.
Name changed
Name update in CRM propagates to Campaigns. Personalisation stays accurate.
Email changed
Old address removed, new address added. No duplicate or dead-end sends.
Unsubscribed
Unsubscribe flag in Campaigns syncs back to CRM status. GDPR-safe.
Not interested
Status "not interested" in CRM → contact excluded from all future mailings.
// under the hood
n8n Workflow
4 parallel webhook triggers (item deleted · status changed · name changed · email changed) →
→ Switch node → 6 outcome branches covering all contact lifecycle events
// tech stack
Built With
n8n
Monday CRM
Monday Campaigns
JavaScript
// outcome
Result
Manual sync process fully eliminated
What used to take 1+ hour per session — repeated several times a month — now happens automatically on every CRM change. The team stopped thinking about contact sync entirely. CRM became the single source of truth, mailings became accurate, and the risk of emailing unsubscribed contacts dropped to zero.