Connect Dialpad to monday.com. One-click calling from your boards, automatic call logging into your CRM activities, real-time contact sync and call-triggered automations.
130+
marketplace installs
CRM ready
built for monday.com CRM
π Key Capabilities
- π Click-to-call: Enable 1-click calling from your monday boards
- π Track calls and messages in monday.com - Automatically log all inbound and outbound calls, including call details like duration, time, and who made the call, directly to your monday.com boards.
- π Insightful reporting - Track call activity metrics and generate reports within monday.com.
- π Stay notified - Trigger automations based on call activities, like notifying team members when a key contact calls or updating task statuses after calls.
- π₯ Keep contacts synced - Real-time syncing ensures that all data between Dialpad and monday.com stays consistent, reducing manual data entry and errors.
Setup video π¬
See the video in the documentation here.
β±οΈ Get started in seconds:
With just a few quick setup steps, youβll be ready to enhance your communication management by connecting your Dialpad phone system with monday.com.
π Book a demo now: Capable Koala Demo
Installation / Documentation
If at any point you get stuck, feel free to contact us, weβre here to help! Just send an email to support@capablekoala.co
To get started, install the app by clicking add to monday:
Then, please see the full documentation here.
Capable Koala