Followings are the steps to perform for Monday.com Integration:


Notes

  • Who Can Integrate: Any CallHippo user with admin/owner access.
  • Permissions/Rights Needed: Admin permissions required on both CallHippo and Monday.com accounts.
  • Time to Sync Data: Contact synchronization occurs gradually and in real-time for new or updated contacts.
  • Pre-requisites: Ensure you have an active Monday.com account.


Modules Included in the Integration

  • Contacts
  • Leads


What to Do at Provider Side to Integrate


Step - 1.  Access your Monday.com account.




Step - 2. Install the CallHippo app by using the following link: Install CallHippo on Monday.com



(If you want to install callhippo application for any specific workspace then select the second option and select the needed workspace).


Step - 3. Also note down your Monday.com domain from the browser.





What to Do at Our Side to Integrate


Step - 1. Log in to your CallHippo account.




Step - 2. Go to the Integration section of the CallHippo dashboard.



Step - 3. Click on the Connect button for Monday.com integration.



Step - 4. Enter your Monday.com account domain.



Step - 5. Click on the Connect Now button to authorize your Monday.com account.




Step - 6. Once authorized, the integration status will show as “Integrated.”




Activity Passed on Integration


Contacts Syncing: Contacts (phone/mobile details) in Monday.com will sync gradually to CallHippo.


Call Activity: Call logs for calls made through the CallHippo Dialer will be synced as "updates" to the corresponding entities in Monday.com’s boards.

  • Call Type : Outgoing
  • To number : +18778423210
  • From number : +16352456595
  • Call status : Completed
  • Call Time : 2024-08-12T17:03:40+05:30
  • Call Duration : 00:10
  • Call Notes : Test Notes
  • Call Recording URL : www.recording.com


SMS Activity: SMS logs sent through CallHippo Dialer will be synced to the contact update section in Monday.com.

  • SMS send from : +16352456595
  • SMS sent to : +18778423210
  • Send by : Jane Doe
  • SMS Type : Outbound
  • SMS Time : 2024-08-12T19:09:19+05:30
  • Description : Hello, How are you doing ?



Call and SMS Activity: To view activity, select the contact in Monday.com, click the Open button, and navigate to the update section.





Limitations of Monday.com Integration

  • Deleted Contacts: Contacts deleted in Monday.com will not be deleted from the CallHippo Dialer.
  • Boards Created After Integration: Newly created boards post-integration will not have contact sync capability. Reintegrating Monday.com is necessary to enable this feature.


Click to Call

You can install the CallHippo Chrome extension to make outbound calls directly from Monday.com.

Install Callhippo Click to Call extention from this Link | FAQ - Click Here