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Quickly connect CloudTalk to monday.com with a Zapier template.

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Update multiple columns on monday.com when new calls come in on CloudTalk
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CloudTalk + monday.com

Update multiple columns on monday.com when new calls come in on CloudTalk

Details

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CloudTalk + monday.com

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Zapier makes it easy to integrate CloudTalk with monday.com - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Call" from CloudTalk.

Add your action

An action happens after the trigger—such as "Archive Board" in monday.com.

You’re connected!

Zapier seamlessly connects CloudTalk and monday.com, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Call
Triggers when call is made via CloudTalk.
Trigger
Instant
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New SMS
Triggers when a SMS is sent/received via CloudTalk
Trigger
Instant
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- ID
  Required
- ID Postfix
  Required
- Contact Name
  Required
- Phone number
  Required
- Email
- Contact Company
- External Link
Action
Write
- From Number
  Required
- To Number
  Required
- Message Text
  Required
Action
Write
- Keyword
  Required
Action
Search

- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
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New Board
Triggers when a new board is created.
Trigger
Polling
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- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
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- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board ID
  Required
- Column to search in
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
Action
Search

New Contact
Triggers when a contact is created or updated in CloudTalk.
Trigger
Instant
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- Activity ID
  Required
- Acitivity ID postfix
  Required
- Activity title
  Required
- Activity content
  Required
- Activity meta - price
- Activity meta - status
- Activity meta - color
- Activity link
- Contact ID
  Required
- Contact ID Postfix
  Required
- Contact name
- Contact email
- Contact number
Action
Write
- ID
  Required
- ID Postfix
  Required
- Contact Name
  Required
- Phone number
  Required
- Email
- Contact Company
- External Link
Action
Write
- ID
  Required
- ID Postfix
  Required
- Contact Name
  Required
- Phone Number
  Required
- Email
- Contact Company
- External Link
Action
Write
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search

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Connect CloudTalk and monday.com to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate monday.com on the Zapier blog

Make work flow with AI

Level up your CloudTalk to monday.com integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about CloudTalk + monday.com integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with CloudTalk and monday.com

What is the primary purpose of integrating CloudTalk with monday.com?

The primary purpose of integrating CloudTalk with monday.com is to streamline and automate workflows by creating a seamless connection between your call center software and project management platform. This integration allows you to trigger actions in monday.com based on certain events in CloudTalk, such as creating a new task when a call is received.

How do I set up triggers for the integration?

To set up triggers, you'll need to define specific events in CloudTalk that will initiate actions in monday.com. For example, you can create a trigger that, when a new contact is added in CloudTalk, automatically updates your CRM board in monday.com with the new information.

Can I customize actions within monday.com using this integration?

Yes, you can customize actions within monday.com based on events from CloudTalk. This means you have the flexibility to create automations that suit your workflow, such as updating item statuses or adding comments on boards when specific calls are made.

Are there any limitations to the data that can be transferred between CloudTalk and monday.com?

While we strive to offer broad functionality, some limitations may exist due to API restrictions or specific feature implementations. Generally, standard data like call details and contact information can be smoothly transferred between platforms.

What happens if there's an issue with the integration?

If any issues arise with the integration, our support team is available to help troubleshoot and resolve the problem. We recommend checking both platform status pages for any ongoing outages before reaching out.

How secure is the data transferred between these platforms?

We prioritize security and ensure that all data transferred between CloudTalk and monday.com follows strict encryption protocols. Both platforms adhere to high security standards to protect sensitive information.

Is it possible to sync historical call data into monday.com?

Syncing historical call data may require additional setup steps as typical integrations focus on real-time updates. You might need custom scripts or tools for importing past call logs into your monday.com boards.

About CloudTalk

CloudTalk help modern sales and customer service teams provide better phone support and close more deals.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Learn moreLearn moreHelpHelp

Related categories

Project Management

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Project Management

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Project Management

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CRM (Customer Relationship Management)

Connect CloudTalk and monday.com to unlock the power of automation

Set up your first integration

Update multiple columns on monday.com when new calls come in on CloudTalk

Update multiple columns on monday.com when new calls come in on CloudTalk

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect CloudTalk and monday.com to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate monday.com on the Zapier blog

Use Zapier's monday integration to streamline your work

Make work flow with AI

Frequently Asked Questions about CloudTalk + monday.com integrations

Connect CloudTalk to monday.com on the world's largest no-code automation platform