Followings are the steps to perform for Monday.com Integration:
Step 1. Login to your Monday.com account:
Step 2. Now install the CallHippo app for the below link.
Step 3. Now go to callhippo dashboard and integration section
i. Now click to Connect Button for connect
ii. Now enter your monday.com account domain, and click the Connect Now Button for authorization of your account.
Step 4. Now click on the authorize button to authenticate your account.
Hurray!!! You have now successfully integrated monday.com with CallHippo.
Integration status shows “Integrated”. And once contact syncing is completed, we will update you by email.
Features of Monday.com Integration:
Contacts(phone/mobile details) present in the monday.com account’s dashboard would be sync gradually.
Call and SMS activities would be sent as “updates” to that entity in monday.com’s boards
Newly added/updated contacts(phone/mobile details) would be synced in real-time.
Newly added users would be synced within a maximum of 2 hours.
Whenever a call is made to CH dialer, then call log activity will be synced to your contact update section .
Whenever an SMS is sent to Monday with a CallHippo dialer then the SMS log will be synced to your contact update section.
To see call/SMS activity, select contact and click on the open button and go to the update section.
Bulk imports of contact would be synced gradually in real-time. This will not be available for boards created after integration. To have a newly created board this feature, a user is supposed to reintegrate monday.com
Click to call: you can install CallHippo Chrome extension to make outbound calls directly from monday.com
Limitations of Monday.com Integration:
Deleted contacts from Monday.com will not be deleted from CallHippo Dialer.
Boards created after integration will not have contacts sync capability, to have them sync capability you have to reintegrate monday.com integration.