Capable Koala
3CX + monday.com Integration: The Complete Guide (2026)
If you search for a native 3CX integration inside monday.com, or a monday.com integration inside the 3CX admin console, you will come up empty. There is no official integration between 3CX and monday.com, and it is one of the most-requested combinations on the monday.com community forum.
You do not need an official integration, though. This guide walks through how to connect 3CX to monday.com using the Capable 3CX Integration from the monday.com marketplace: caller identification, automatic call logging with full CDR data, call recordings and transcriptions, and call-triggered automations.
Why there is no native 3CX and monday.com integration
3CX focuses its built-in CRM integrations on traditional CRMs, and monday.com’s own integration centre does not include telephony providers like 3CX. Teams who run their sales pipeline or service desk in monday.com end up copying call details across by hand, or losing that history entirely.
A dedicated marketplace app closes the gap by sitting on both sides. It registers with your 3CX system as a CRM endpoint, and it writes call data into your monday.com boards through monday’s own app framework.
What you get once 3CX and monday.com are connected
- Caller ID / CRM lookup. When a call comes in, 3CX looks the caller up against your monday.com contacts, so your team answers knowing who is calling.
- Automatic call logging. Every inbound and outbound call is logged to your monday.com boards with its CDR details: duration, time, direction, and who made or took the call.
- Call-triggered automations. Use monday.com automations to react to call activity, for example notifying an account owner when a key contact calls, or updating an item’s status after a call is logged.
- Number prefixing. Apply per-board prefix rules (via a board automation) so click-to-dial numbers match your 3CX outbound rules. Useful if you run multiple boards for different brands or clients with different outbound routing.
- Real-time sync. Data between 3CX and monday.com stays consistent without manual re-entry.
What you’ll need
- App install permission in monday.com. You need to be able to add marketplace apps to your account.
- Admin access to your 3CX system. Part of the setup happens in the 3CX admin area.
- About 5-10 minutes. That is the typical end-to-end setup time for caller ID and call logging.
Step-by-step setup
Step 1: Install the app from the monday.com marketplace
Install the Capable 3CX Integration from the monday.com marketplace and authorise it for your account.
Step 2: Connect your 3CX system
From the app’s setup screen, follow the guided steps to link your 3CX system. This is where your 3CX admin access comes in: you configure 3CX to talk to the integration so calls can be matched against your monday.com data. The full documentation includes a video walkthrough of every step.
Step 3: Turn on caller ID and call logging
With the connection made, enable contact lookup and call logging. From then on, inbound callers are identified from your boards, and every call is written to monday.com with its call detail record.
Step 4 (optional): Prefix rules and automations
If your team dials out from boards representing different brands or regions, add per-board number prefixing rules so dialled numbers align with your 3CX outbound rules. Then build monday.com automations on top of the logged call data (status changes, notifications, assignment rules) the same way you would automate any other board activity.
Going further: recordings, transcriptions and sentiment
If your 3CX system has recordings, transcription or AI features enabled, the integration can bring those into monday.com too. By default this information shows in the item’s “Emails & Activities” section. To use it in automations, add columns with these IDs to your Activities and CDR boards:
| Data | Column ID | Notes |
|---|---|---|
| Transcription | transcription_3cx |
First 2,000 characters of the conversation |
| Summary | summary_3cx |
Requires summary generation enabled in 3CX |
| Recording | recording_3cx |
Contains the recording download link |
| Sentiment | sentiment_3cx |
AI-generated sentiment from 3CX |
Your 3CX admin or partner needs to enable the corresponding features on the 3CX side. See the transcription fields setup guide.
Limitations
Some things no 3CX and monday.com integration can do, so you can plan around them:
- No SMS or automated outbound calls. 3CX does not provide an API for sending messages or placing automated calls.
- monday.com service management. The monday.com API does not yet expose service management, so call data cannot be pushed there. Standard boards and monday CRM work fully.
Pricing and trials
The app is priced through the monday.com marketplace with a minimum tier covering up to 50 users, and an automatic 17% discount for annual prepayment. If you need more time to evaluate it, contact support and the trial can be extended.
Which phone systems can you connect to monday.com?
3CX is one of several systems you can wire into monday.com. If you are comparing options, we also make integrations for Dialpad (see the Dialpad setup guide), Bicom PBXware (see the PBXware guide), and Aircall.
Questions before you start? Get in touch and we will respond within one working day, or book a demo from the app page.