With the monday.com integration, you are able to log calls into the appropriate boards, as well as make sure important information from monday.com shows in your Aircall app when you make or receive calls via Aircall’s Insight Cards. The best part is that setting up this integration is a quick and easy process!

Before starting, please make sure you are an Admin in Aircall, and that you have a Standard or higher plan with monday.com.

Board Configuration

To begin, you'll need a board you would like to integrate with. We would recommend clicking on "Add" -> "Choose from templates" -> "See more templates" -> searching for "CRM" -> then hovering over the CRM template and clicking "Use."

Once created, you will want to add a board to your new CRM folder where calls will be logged. To do so, click the three dots next to "CRM" -> "Create board in folder" -> search for "Calls" -> then hover over "Aircall Calls" and click "Use."

Finally, you will want to connect your Contacts and Calls boards together.

To do so, either open your Calls board, scroll to the right, click the plus sign, and choose “Connect boards,” or find the "Connect boards" column. Click on the drop-down arrow -> "Column settings" -> "Select Board" -> and search for "Contacts." You will want to select the Contacts board from your current workspace (in my case it is the one with the white "J" against a purple background, which is the same icon as my demo workspace). Make sure to check "Add a column on the connected boards as well" then click "Connect board."

Once connected, you will be able to mirror columns from the Contacts board on your Calls board, and will automatically be prompted to do so. Feel free to mirror columns at this point as you see fit, or you can always do it later.

If you have an existing set of boards you would like to integrate with instead, you are also able to do so.

Using Automation Recipes to Log Calls and Create Insight Cards

Now that your boards are ready, the next step is to integrate them with Aircall.

Each board will have an "Integrate" button that can be clicked:

This will take you to the "Integrations Center" where you can search for "Aircall" and click on "Aircall Recipes." This will take you to our two recipes for Insight Cards and Call Logging.

Simply click on "Add to board" to add either of these recipes to your current board!

💡Please note that you will need to integrate the first recipe on the left with your Contacts board, and the second recipe on the right with your Calls board.

If it is your first time integrating your monday.com account and Aircall, you will be prompted to authorize the integration:

Once authorized, you'll be asked to select an Aircall number to integrate with:

Once selected, you will be able to click "Add Number" to continue to the configuration on monday.com.

Please note that only calls to and from the Aircall numbers added to your integration will work with Insight Cards and Call Logging in monday.com. Should you need to add or remove any numbers in the future, you can do so directly in the Aircall Dashboard by navigating to the Integrations page, clicking on your monday.com integration, and selecting "Add or remove numbers:”

The Aircall Recipe "When a call starts find..." will be used for Insight Cards in your Aircall application, and the Aircall Recipe "When a call occurs log..." will be used for logging calls in monday.com.

For the first recipe we recommend integrating it with your Contacts board. You'll be prompted to choose which column of your board your contacts' phone numbers are saved in, which can be any column with the type “phone.” The column you select here will be the column which our integration will search for numbers you make/receive calls to/from to determine the correct contact to show information for. Please make sure to enter your contacts’ numbers in E.164 format, as this is currently the only supported format with the integration.

You will also be prompted to choose two columns you would like information from to show in your Aircall insight cards.

In our example, we've chosen to search the Phone field, and to show each contact's Company and Email.

With these selections, your Insight Card will look like this:

Feel free to add as many recipes as necessary should you need more than two pieces of information for each call, or should you want to search multiple columns for phone numbers (i.e. searching for both work and mobile numbers on each contact)!

For the second recipe, we recommend integrating it with your Calls board. Please make sure that you have linked your Calls and Contacts boards before continuing with this recipe. You'll be prompted to choose how your Aircall information is mapped into your Calls board columns, which columns in the Calls board you would like calls to be linked to, and which contact board you would like calls to be linked to.

When mapping your Aircall information to your Calls board, you will have the following information fields from Aircall as options:

Aircall Agent email

The email of the Aircall User who made or received the call, as it is saved in Aircall.

Aircall Agent name

The name of the Aircall User who made or received the call, as it is saved in Aircall.

Aircall Call Direction

The direction of the call: Inbound or Outbound.

Aircall Call Id

A unique ID provided for each call which can be sent to Aircall Support for help troubleshooting specific call examples.

Aircall Call Outcome

The Aircall defined Call Outcome: Inbound Answered, Missed, Voicemail, Outbound Answered, Unanswered. Please be aware that outbound calls connected to voicemails or automated messages will be marked as “Outbound Answered.”

Aircall Call Status

The status of the call.

Aircall line name

The name of the Aircall number that made/received the call.

Aircall line number

The actual Aircall number that made/received the call.

Comments

The notes left on the call in Aircall.

External number

The actual number that made/received the call to/from Aircall (i.e. the contact’s number).

Tags

The tags left on the call in Aircall.

Call Answered At

The date and time the call was answered at.

Call Ended At

The date and time the call was hung up at.

Call Started At

The date and time the call was initially dialed at.

Asset Link

The recording link which contains either the call recording or voicemail.

In our example we've selected to map Aircall information to all of the columns in the Calls board, to link calls to the "Contact" column of the Calls Board, and then to link calls back to our Contacts Board.

A couple of important things to note:

  • Any text columns you have will allow you to map multiple Aircall fields, as well as add text. For example, in our example we’ve mapped Aircall information to the “Name” column so that it reads “Aircall Aircall Call Direction Call on Aircall line name.”

  • While you are able to map information in whatever way you deem best, we strongly recommend making sure to link

    • Comments to the Comments column

    • Tags to the Tags column

    • Asset Link to the Recording/Voicemail column.

This way, all Aircall notes, tags, and recordings are logged to the accurate place in your board.

For a full best practices on mapping the fields, please follow this guide:

monday.com CRM Calls Board Column

Aircall Field

Name

Aircall Call Direction & Aircall line name
*You can add as many fields into this column as you want, along with text

Call ID

Aircall Call ID

Call Direction

Aircall Call Direction

Call Status

Aircall Call Status

Outcome

Aircall Call Outcome

External Phone Number

External number

Aircall Number Name

Aircall line name

Aircall Number Digits

Aircall line number

Aircall Agent Name

Aircall Agent name

Aircall Agent Email

Aircall Agent email

Comments

Comments

Tags

Tags

Created At

Call Started At

Answered At

Call Answered At

Ended At

Call Ended At

Recording/Voicemail Link

Asset Link

Viewing Calls

After adding the automation recipes to the appropriate boards, you are ready to start using Aircall with monday.com! There are two ways you will now be able to view your calls:

In the Calls board -

And in each Contact’s Item Card view -

While it is not necessary to link your Contact and Calls boards as suggested above, it is strongly recommended so that you can have a centralized view of all your calls with contacts via the Item Card page.

Still in need of assistance? Please feel free to reach out to theSupport Team and we’ll be happy to assist!

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