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Business productivity ⇄ CRM

Monday to Veeva CRM integration — real-time, two-way sync

Keep Monday and Veeva CRM in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Why teams connect Monday and Veeva CRM

Sync what happens in Monday with the customer records in Veeva CRM, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Monday holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Boards, Items, Subitems, Column values in Monday to Approved Email Activity, Accounts (HCPs and HCOs), Calls, Medical Inquiries in Veeva CRM with bi-directional, real-time sync. Activity and record changes in Monday update the matching contact or account in Veeva CRM, and CRM data flows the other way wherever Monday can store and use it.

Common use cases

  • 01 Write closed deals or provisioning records from a CRM or ERP into monday.com Items to kick off delivery and onboarding boards.
  • 02 Mirror monday.com Boards, Groups, and Subitems into a warehouse for cross-project reporting on status and timelines without CSV exports.
  • 03 Feed territory alignments from a roster system into Veeva as field teams change.
  • 04 Mirror medical inquiries into a medical information system for fulfillment and audit.

Common sync patterns

Where Monday supplies contact or company data

Enriched fields land directly on records in Veeva CRM, and refreshes keep them from going stale.

Where Monday can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Veeva CRM sync into Monday, so people working there have the context without switching tools.

Where Monday handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Veeva CRM, so sales sees open issues before the next call.

What you can sync between Monday and Veeva CRM

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Monday objects Veeva CRM objects How this pairing syncs
Workspaces Top-level containers that hold boards; used to scope which boards a given sync covers. Key Messages and CLM Content Approved content presented during calls, referenced in activity data. Workspaces is specific to Monday and Key Messages and CLM Content to Veeva CRM — each maps to any object or custom field on the other side.
Boards Table-like containers that hold items; each board maps to a synced table, and its columns define the field mapping. Territories and Alignments Rep-to-account assignments, often fed from a roster or alignment system. Boards is specific to Monday and Territories and Alignments to Veeva CRM — each maps to any object or custom field on the other side.
Items Rows within a board and the primary record; synced two-way and created, updated, archived, or deleted via GraphQL mutations. Events Medical events and speaker programs managed through Veeva's events capabilities. Items is specific to Monday and Events to Veeva CRM — each maps to any object or custom field on the other side.
Subitems Nested rows under items, stored on a separate hidden board; synced as a child table linked to the parent item. Approved Email Activity Sent-email records from Veeva Approved Email, used in engagement reporting. Subitems is specific to Monday and Approved Email Activity to Veeva CRM — each maps to any object or custom field on the other side.
Column values Typed fields (status, date, people, numbers, connect-boards); polymorphic JSON usually written together via change_multiple_column_values. Accounts (HCPs and HCOs) Healthcare professionals and organizations; the central entity most syncs key on. Column values is specific to Monday and Accounts (HCPs and HCOs) to Veeva CRM — each maps to any object or custom field on the other side.
Groups Named sections that group items inside a board; synced as a grouping attribute or category field on the row. Calls Recorded visits and interactions with HCPs, including samples dropped and key messages shown. Groups is specific to Monday and Calls to Veeva CRM — each maps to any object or custom field on the other side.

How changes propagate between Monday and Veeva CRM

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Monday Veeva CRM Sub-second propagation

DetectionMonday notifies Stacksync of record changes through webhook events. Board-scoped webhooks (create_item, change_column_value, item_deleted, and similar) for real-time events.

DeliveryEach detected change is written to Veeva CRM through its API, with automatic retries and rate-limit backoff.

Veeva CRM Monday Interval-based propagation

DetectionStacksync polls Veeva CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling on record modification timestamps.

DeliveryEach detected change is written to Monday through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Monday: Complexity-budget limits: a single query caps at 5M complexity points and ~10M points/min per user token (1M on trial/free) over a sliding 60s window.
  • Veeva CRM: Subject to the underlying platform's API request allocations, which are contract-dependent.
What ships with Monday ⇄ Veeva CRM

Connect Monday and Veeva CRM for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Monday–Veeva CRM connection.

Real-time

Two-way sync

Changes in Monday or Veeva CRM instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Monday or Veeva CRM data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Monday or Veeva CRM record.

Observability

Monitoring

Track your Monday ⇄ Veeva CRM sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Monday and Veeva CRM.

How the Monday and Veeva CRM connectors work

Monday

Integration surface
GraphQL API (single endpoint, api.monday.com/v2)
Authentication
OAuth 2.0 for installed apps, or a per-user personal API token (admin/member scope); a date-based API version is sent via request header
Change detection
Board-scoped webhooks (create_item, change_column_value, item_deleted, and similar) for real-time events; polling falls back to the item updated_at field
Capabilities
read · write · webhooks
Rate limits
Complexity-budget limits: a single query caps at 5M complexity points and ~10M points/min per user token (1M on trial/free) over a sliding 60s window
Monday setup guide

Veeva CRM

Integration surface
Salesforce-platform APIs (REST, SOAP, Bulk) for classic Veeva CRM; Vault REST API for Vault CRM
Authentication
OAuth 2.0
Change detection
Polling on record modification timestamps; platform event streams where the underlying org enables them
Capabilities
read · write
Rate limits
Subject to the underlying platform's API request allocations, which are contract-dependent.
How it works

How to connect Monday to Veeva CRM — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Monday and Veeva CRM with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Monday connected
    Veeva CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Monday and Veeva CRM objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Monday ⇄ Veeva CRM
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Monday Veeva CRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Monday and Veeva CRM integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

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DPF US-EU-UK-CH
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SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 510 integrations available for Monday and Veeva CRM.

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