Monday CRM
Monday CRM is Monday.com's sales pipeline and customer relationship management product. Scripts on websites capture lead data from forms and track visitor behavior for pipeline population. Sets cookies for visitor identification and lead source attribution across sessions.
Overview
Monday CRM is the sales pipeline management product within the Monday.com platform, designed to capture and nurture leads from website interactions. Unlike the general Monday.com work management widgets (which are primarily functional), the CRM-specific scripts focus on lead generation, visitor tracking, and conversion attribution — placing them firmly in the marketing technology category. Monday CRM competes with tools like HubSpot CRM and Pipedrive for small-to-midsize sales teams.
What This Script Does
Monday CRM embeds lead capture forms and tracking scripts on websites to populate sales pipelines. The scripts are typically loaded from forms.monday.com or via embedded iframe widgets.
Data collected:
- Form field submissions (name, email, company, phone, and custom fields)
- Visitor page history and navigation path prior to form submission
- Referral source, UTM parameters, and campaign identifiers
- Timestamp and session data for lead scoring
Cookies set:
- Session cookies to maintain form state during multi-step submissions
- Persistent visitor identification cookies to attribute returning visitors to existing lead records
- Source attribution cookies that store the original referral channel and campaign data across sessions
The scripts track visitor behavior before and after form submission to build a timeline of interactions in the CRM pipeline. This enables sales teams to see which pages a lead visited, how many times they returned, and what content influenced their conversion.
Consent & Compliance
Monday CRM's tracking falls under the marketing consent category. Under GDPR, the visitor identification cookies and behavioral tracking require prior consent before the script loads. The lead capture forms themselves collect personal data that must be processed with a valid legal basis — typically consent or legitimate interest, depending on the context.
Under CCPA/CPRA, the collection of visitor browsing data tied to lead profiles may constitute a "sale" if shared with Monday.com's platform for enrichment purposes. Businesses should disclose Monday CRM as a data recipient in their privacy policy.
Should You Block This Without Consent?
Yes. Monday CRM scripts perform visitor tracking and lead identification for marketing and sales purposes. The persistent cookies and behavioral data collection require consent under GDPR, and the marketing-oriented data processing means the script should not load until the visitor opts in.
Is Monday CRM GDPR compliant?
Monday CRM typically loads marketing trackers, which are not strictly necessary for your site to work. Under the GDPR and the ePrivacy Directive, non-essential cookies and trackers must stay blocked until a visitor gives clear opt-in consent. So Monday CRM can be fully GDPR compliant, but only if your site holds its scripts until consent is granted and lets visitors decline just as easily. Compliance depends on how your site loads Monday CRM, not on Monday CRM itself.
Consent Categories
Also Known As
Industries
Tracked Domains (1)
monday.comMarketingmonday.com is a marketing domain operated by Monday CRM, used to serve ads, build audiences, and measure ad conversions.
Frequently Asked Questions
Related Vendors
Manage consent for Monday CRM
ConsentStack automatically detects and manages Monday CRM trackers so your site stays compliant with global privacy regulations.