Does Same Item Multiple Boards Work with Monday CRM/dev/service?
Short answer: Yes! Same Item Multiple Boards works across all monday.com products β Work Management, CRM, and Campaigns.
What This Means for You
You can share the same item between:
- β Work Management boards β CRM boards
- β CRM boards β Campaigns boards
- β Work Management β Campaigns
- β Multiple workspaces (within the same account)
- β Multiple CRM workspaces
Example use case: A contact in your CRM can appear on a Work Management project board, and updates sync both ways automatically.
How It Works
Same Item Multiple Boards treats all monday.com boards equally β whether they're in Work Management, CRM, or Campaigns. The app syncs:
- β Column values (when names and types match)
- β Updates/comments
- β Subitems (when enabled)
The item isn't copied β it's the same item appearing in multiple locations.
Cross-Product Column Compatibility
When sharing items between different monday.com products, keep in mind:
Column Type | Cross-Product Sync |
|---|---|
Text | β Works |
Numbers | β Works |
Status | β Works |
Date | β Works |
People | β Works |
Dropdown | β Works |
β Works | |
Phone | β Works |
Timeline | β Works |
Formula | β Not supported |
Mirror | β Not supported |
AI columns | β οΈ Limited support |
π‘ Tip: Columns must have the same name and same type on both boards to sync automatically.
Common Questions
Can I share a CRM contact with multiple workspaces?
Yes! As long as both workspaces are in the same monday.com account, you can share items between them using SIMB.
Do I need separate SIMB installations for CRM vs Work Management?
No. One SIMB installation covers your entire monday.com account, including all products.
Are there any limitations between products?
The main limitation is column type compatibility (see table above). CRM-specific fields like "Lead" or "Deal" columns work like regular columns and sync normally.
Getting Started
- Install Same Item Multiple Boards on your account (if not already installed)
- Open the SIMB app from any board
- Select your destination board β even if it's in a different workspace or product
- Map your columns and start sharing!
π Related: Quick Start Guide | Column Mapping
Questions? Reach out via chat β we're happy to help!
Updated on: 06/02/2026
Thank you!
