Connect Monaco with an API key under Data → Integrations → Monaco, verify the workspace, and choose the objects to sync. Accounts, contacts, opportunities, users, and recorded meetings can contribute to Quivly’s customer context.Complete the saved mappings and account import scope before relying on customer imports. Meeting enrichment may wait for a transcript to become available.Follow the Monaco setup guide.
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Bring Monaco CRM data into Quivly
Connect accounts, contacts, opportunities, users, and recorded meetings to customer context.