How to Use the Monday.com Integration

Step 1

Sign in with your ZeroBounce account. Select ‘Integrations’ from the menu on the left.

ZeroBounce Dashboard

Step 2

Select the Monday.com integration from the Integration List.

ZeroBounce Integrations Dashboard

Step 3.1

For the first time use, the user must connect the ZeroBounce app to the Monday.com platform.

Redirect pop-up modal

In order to do that the user must click on “Install ZeroBounce Integration” then select the workspace for which he intends to use the ZeroBounce integration and then click on Install

Install pop-up modal

Step 3.2

After finishing step 3.1 , click Connect to redirect to Monday.com's authentication site.

Redirect pop-up modal

Here, you will need to click on Authorize, then the integration will be connected

Authorize pop-up modal

Step 4

To validate a list, check the box next to your chosen list. Then, click ‘Validate.’

After successful integration, you will be able to view your lists in your ZeroBounce Dashboard.

Validation Pop-up

Step 5

You’ll receive a popup with two optional features. Both of these services can provide helpful insights into each contact, assisting with targeting and segmentation.

Step 6

You’ll land on the Email Validationⓘ Results page, which now shows your selected list in the queue.

Email Validationⓘ results page

Step 7

When the process is complete, you’ll receive an email notification, and a ‘Download’ button will appear on the results page.

Note: The results of the validation and scoring are automatically exported to the integration from which they originated.

Status: Completed

Step 8

When you export your contacts, you'll find the following tags included in the exported file:

These tags organize your results within Monday.com and are essential for maintaining up-to-date and accurate contact information. They allow for better management and engagement with your contacts.

Essential tags for maintaining up-to-date and accurate contact information

Step 9

(Optional) The Results Mapping menu allows you to customize the names of validation or scoring result fields/tags when exporting to integrations, ensuring consistency.

Add your custom tags by using the provided fields. Then, click Save after customizing each.

Results Mapping window

Auto-validation

With this feature, you’re able to validate any new contact added to your integration automatically. To do so, you must establish an integration with one of the compatible platforms. After doing this, select Integrations from the menu and select your integration. Once you’re there, go to the Real-Time Validationⓘ section, where you can toggle auto-validation ON.

With auto-validation enabled, ZeroBounce will automatically validate your new contacts once they are added to your integration, ensuring they are valid and deliverable.

Auto-Scoring of Catch-All Emailsⓘ

When this feature is enabled, catch-all emailsⓘ are automatically scored each time a validation action is performed. This process consumes 1 credit per email. Please note that auto-scoring does not apply to emails added through auto-validation.

NOTE: The Monday.com integration includes additional features, such as Contact Sharing, Scheduling, and Monitoring. Learn more about these features in their dedicated documentation.