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Your LinkedIn and email outreach, on your monday.com board

Obert's monday.com integration syncs your outreach to your monday.com Contacts board. Obert adds people as items when the rule you choose is met, for example after a qualifying reply, and writes each LinkedIn message, email, call and reply as an update on the item. It also brings contacts from your board, or one group on it, into Obert so you can reach them on LinkedIn and email.

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Contactsboard3 groups
Leads, Q448SelectedNoa KleinHarbor Freight LabsDaniel OrtizBrightline Health
Customers126Lior Ben-AmiCopperfield Systems
Partners19Sara HaddadNorthpeak Advisors
NKNoa KleinHead of Ops · Harbor Freight LabsItem
Updates
Email reply received"Happy to compare notes next week"Posted by ObertToday
LinkedIn messageStep 2 · Leads, Q4Posted by ObertYesterday
Connection request acceptedNoa Klein acceptedPosted by ObertOct 7
The problem

Your contacts live in monday.com. Your outreach happens somewhere else.

So someone exports the board, cleans the CSV, and uploads it to another tool. By the time the campaign starts, the list is already out of date.

What it does

What moves between Obert and monday.com.

monday.com + Obert6 rows
To monday.comAdd people as items, by ruleAfter a qualifying reply, or never (match existing items only), and three options between.
To monday.comKeep items up to dateMapped fields update when the lead changes in Obert.
To monday.comField mappingMap Obert fields, including qualification score, to your board's columns.
To monday.comActivity as updatesLinkedIn messages and replies, connection requests, InMail, calls and emails.
To monday.comLog LinkedIn conversationsEach thread saved on the matching item.
Into ObertImportAll contacts on your Contacts board, or one group.

How CRM sync works in Obert

The same sync engine runs behind monday.com and every other CRM Obert connects to.

You choose when records are createdAfter a qualifying reply (recommended), after any reply, for every lead, when email is known, or never (match existing records only).
Records stay up to dateName, title, email and mapped fields update when the lead changes in Obert.
18 activity types, each on or offConnection requests, LinkedIn messages and replies, InMail, post likes, follows, profile views, calls, emails sent, replies, opens and bounces, and more.
LinkedIn conversations are loggedOn the matching record.
Qualification score and explanationSync to CRM fields.
Catch up existing leadsFrom the last 30, 90 or 180 days.
MatchingLinkedIn URL first, then email, so no duplicates.
Sync logsAnd pause or resume at any time.

Set it up in five steps

  1. Step 01Connect monday.comIn Obert, go to Settings › Integrations.
  2. Step 02Choose your Contacts boardObert asks right after you connect.
  3. Step 03Pick rules and fieldsChoose when items are created, map fields and choose activities.
  4. Step 04Reach out from ObertActivity appears as updates on each item.
  5. Step 05Optional: import a groupBring a board group into an Obert list.

Questions

Yes. Obert syncs people and outreach activity to your monday.com Contacts board, and imports contacts from the board into Obert.

People as items on your Contacts board, and outreach activity as updates on each item. You choose which activities sync.

Only if you want it to. You choose when items are created, or never, so Obert only updates items that already exist.

By LinkedIn URL first, then email.

Yes. All contacts on your Contacts board, or one group.

Connect Obert to monday.com

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Last updated: October 2026