Anyone here connected whatsapp to monday.com?
Hey! we’re a small real estate team using monday.com to track leads and follow-ups. thinking of connecting our whatsapp to it so we can manage client chats better and not miss messages. looked at the marketplace but not sure which tools actually work well, ideally looking for something that’s solid and not crazy expensive. if anyone’s tried something with good price-performance, would love to hear!
The short answer is:
For a small team like yours that needs to manage real estate leads and follow-ups efficiently without paying for an expensive third-party app subscription, the absolute best solution is to build a lightweight, custom bridge using Meta’s official WhatsApp Business API/webhooks and monday.com’s Platform API/webhooks, routing the connection through a free or very low-cost server environment like Google Tag Manager Server Container hosted on something like Stape or Google Cloud Platform.
This setup gives you direct control over your data, avoids recurring per-user costs from marketplace apps, and allows you to create or update monday.com items instantly when a new lead messages you on WhatsApp, or send automated follow-up messages from monday.com on a trigger.
The long answer is:
The reason you’re unsure about the marketplace tools is that they typically charge a recurring monthly fee and often restrict functionality unless you move up a tier, which defeats the purpose of being cost-effective for a small team.
The most robust, scalable, and customizable approach is to go server-side by using the native webhook capabilities of both platforms.
You will need to use the WhatsApp Business Platform, which is Meta’s (Facebook’s) official, secure, and compliant way to do this, and which functions entirely via webhooks and API calls.
On the monday.com side, you will use their webhooks to trigger actions based on board events.
To bridge these two, you need a server environment to listen for the incoming webhook, process the data, and send it to the other platform’s API.
This is where tools like Google Tag Manager Server Container, often hosted on a service like Stape or Google Cloud Platform, come in as a very cheap listener.
For example, when a new lead texts your WhatsApp number, Meta instantly sends a webhook payload to the unique URL of your GTM Server Container.
A simple script running there immediately processes that payload and sends a command via the monday.com API to create a new item on your leads board with the client’s phone number and the message content, ensuring no lead is missed.
Conversely, when you change a Status column in monday.com to “Send WhatsApp Follow-up,” it triggers a monday.com webhook to the same server, which then sends the appropriate instruction to the WhatsApp Business API to dispatch a pre-approved template message, saving your agents time and ensuring compliance.
This method is the “gold standard” for power users and small teams who want great price-performance because the recurring costs are only for the minimal server hosting (often just a few dollars a month or free on certain tiers) and the per-conversation charges from Meta, instead of high monthly subscription fees for a third-party app.