Quick overview
This Make.com template automatically enhances your Monday CRM items with rich business information using the DataForSEO Business Data API. Instead of manually researching company details, this workflow retrieves structured insights such as company description, industry categories, ratings, address information, and contact data – then updates your Monday CRM records with this enriched data.
Who it’s built for
This automation is ideal for sales teams, account managers, marketers, and CRM administrators using Monday who want to build more complete business profiles within their CRM. It helps improve segmentation, personalize outreach, and fuel more informed decision-making without requiring manual data lookups.
Workflow breakdown
- The scenario is triggered when a new item is created or updated in Monday CRM.
- It captures the relevant company identifier (e.g., business name or domain).
- The workflow calls the DataForSEO Business Data API with that identifier.
- It extracts business insights such as overview, categories, ratings, address, and contact fields.
- The enriched data is automatically written back into the corresponding fields in Monday CRM.
What you get
This workflow delivers automatically enriched CRM records in Monday, filled with detailed business information pulled directly from the DataForSEO Business Data API. Your CRM items will include structured company descriptions, industry classifications, rating metrics, location details, and contact information – all without manual research. These enhanced profiles help you better segment, prioritize, and engage prospects and customers more effectively.
What you need to get started
- DataForSEO account and API credentials (your API login and password).
- A Make.com account with Monday CRM and DataForSEO integrations connected
- A Monday CRM account with permission to update item fields
Setup Guide for First Use
Before using the template, you simply need to create custom fields in Monday CRM for the website domain and for storing the Business Data.
1. To create a field for entering the website domain, navigate to the Contacts board and click the + (plus) icon at the end of the table.
2. Open the More columns tab and select a field of the Text type.
3. Rename the field in the table after adding it.
4. Similarly, create a field for Business Data:
- Title with type Text
- Description with type Long Text
- Main Category with type Text
- Additional Categories with type Long Text
- Address with type Text
- Rating on Google with type Numbers
- Price Level with type Text
That’s it! You’re all set to make the most out of our Business Data for Monday CRM leads template in Make.
