The monday CRM integration automatically logs call activities from your Hosted Voice system to Monday.com boards. This integration captures both inbound and outbound calls, creates contact records automatically, and maintains detailed call histories with outcomes, durations and timestamps.
TIP
It is important that telephone numbers in monday CRM are stored in the format that the PBX uses, which is in E164 format (ie. 61234567890). This is because telephone numbers need to match exactly in ActiveCampaign.
Requirements
To ensure automatic call activity association, the extension's email address must match the email address of the monday.com CRM agent or user.
monday CRM Account: Active
monday.com workspace with appropriate permissions
monday CRM API Token: API token with read/write permissions. You can find it under your Account > Developers settings.
monday CRM Two Boards:
- Contact Board: For storing contact information. Please utilise the default Contacts board provided within monday CRM.
- Activities Board: For logging call activities. Please utilise the default Activities board provided within monday CRM.
Integration Setup
On your admin portal, navigate to Integration > monday CRM
API Token: Paste your monday CRM API token
Contacts Board Name: Enter the exact name of your contacts board (e.g. “Contacts”, “Customer Database”)
Activities Board Name: Enter the exact name of your activities board (e.g. “Activities”, “Call Log”)
Upon successful connection, calls will be displayed within your monday CRM account. Call logs are located under the 'Activities Boards,' and new contacts will be created or existing contact details updated under the 'Contacts board.’
Integration Features
Automatic Contact Management: Creates new contacts automatically when calls are made to/from unknown numbers.
Comprehensive Call Logging: Records call details including duration, outcome, start/end times, and call direction.
Smart Outcome Detection: Maps SIP response codes to meaningful call outcomes (Connected, No Answer, Busy, etc.).
monday CRM user Assignment: Associates calls with the appropriate monday CRM users/agents user when email addresses are configured at the extension level.
Automatically associates call activities on the 'Activities Board' with the corresponding contacts on the 'Contacts Board'.
Auto-Created Columns for 'Activities Board': The integration will automatically create these columns if they don't exist:
