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Monday.com Phone Integration (VoIP / CTI)

Monday.com Integration

  • Watch video
  • Save time on data entry
  • Your information at your fingertips
  • Pull up communication history
  • Synchronise your contact directories
  • Watch video
  • Save time on data entry
  • Your information at your fingertips
  • Pull up communication history
  • Synchronise your contact directories

Introduction

  • Save time for your teams by reducing the amount of manual tasks for them
  • Easily pull up your communications history with prospects and clients

Save time on data entry

All text messages, tags and call notes are automatically logged in Monday.com. Your teams no longer waste time manually entering communication details.

Your information at your fingertips

With every incoming call, your Monday.com customer’s file is just a click away, giving you access to all their information.

Pull up communication history

In just one click, you can access the communication history with each of your contacts. Thanks to recordings, you’ll be able to pull up exactly what was said!

Synchronise your contact directories

With contact synchronisation, all of your Monday.com data including your phonebook are always up to date.

Do you use Monday.com and want to integrate your phone system?

Book a demo

Monday.com Integration FAQ

  • Which telephone systems can be integrated with Monday.com?
  • Can I make phone calls from Monday.com?
  • Does Monday CRM have a mobile application?
  • Can Monday.com be integrated with Ringover?
  • How do I integrate with Monday.com?
  • How many integrations does Monday.com have?

Which telephone systems can be integrated with Monday.com?

Monday.com can be integrated with telephone management systems such as Ringover and Twilio through computer telephony integration. Unfortunately, the Monday.com doesn’t disclose all the systems with which it can be linked without using a third-party service such as Zapier. But it’s worth noting that the best virtual phones on the market are generally compatible with CRMs such as Monday.com.

Can I make phone calls from Monday.com?

Yes, you can make phone calls from Monday.com, but only if you integrate a third-party telephony software. For example, Ringover integrates with Monday.com to provide calling capabilities.

When you set up Ringover CTI integration for Monday.com, you can associate Ringover phone numbers with Monday users. This will enable you to:

  • Retrieve calls and text messages in the Monday.com CRM.
  • Benefit from the automatic display of a contact’s record as soon as they call you, with a full history of their interactions with your company.
  • Synchronise your Ringover and Monday.com tags.
  • Find all your call recordings directly in Monday.com.

Does Monday CRM have a mobile application?

Yes, Monday.com is available on Android and iOS platforms. The app can be downloaded from the Google Play Store and the Apple App Store on compatible smartphones and tablets.

Can Monday.com be integrated with Ringover?

Yes, Monday.com and Ringover are 100% compatible. In just a few clicks, you can add your Ringover telephone system to your Monday.com CRM software. To do this, you don’t need a third-party tool. Just follow the illustrated tutorial on the Monday.com support page.

How do I integrate with Monday.com?

There are several ways to integrate a tool into Monday.com. In fact, integration methods vary from one software publisher to another. However, a few steps and general principles can be identified:

  1. First, access your Monday.com account and log in. Check that you have “administrator” rights.
  2. Do the same for the tool you wish to integrate with Monday.com.
  3. Go to the Monday.com integrations menu and browse through them to see if the application or service with which you wish to associate Monday.com is listed. If it is, click on the integration to display the information needed to complete the procedure.
  4. Follow the steps outlined. Among the instructions, you’ll probably be asked to authorise access to your Monday.com account and to configure field-matching parameters between the two programs.

How many integrations does Monday.com have?

On its website, Monday.com claims over 200 integrations. The CRM software is compatible with a wide range of tools for:

  • Marketing.
  • Team management.
  • Productivity.
  • Development.
  • Collaboration.