Dialpad + monday.com: Click-to-Call & Call Logging Setup

Dialpad is an AI-first phone system, and monday.com is where many sales and service teams work their pipeline. Connect the two and your team can dial a lead with one click, see every call logged automatically against the right contact, and keep contact data consistent in both places.

This guide sets that up end to end using the Capable Dialpad Integration from the monday.com marketplace.

What the integration does

• Click-to-call. Dial straight from a monday.com board with one click instead of copying numbers into the Dialpad app.
• Automatic call logging. Call events are logged into the activity section of your monday.com CRM, so the call history lives with the contact.
• Contact sync. Contacts created in monday.com sync to Dialpad, keeping your dialling directory current.
• Reporting and automations. Track call activity metrics inside monday.com and trigger automations from call events.

The integration is optimised for monday.com CRM (call logs land in the activity timeline), but it works without CRM too.

What you’ll need

1. Company admin status in Dialpad. Connecting the integration requires admin-level permissions on the Dialpad side.
2. A monday.com account with permission to install marketplace apps.
3. A board with your contacts or leads, with columns for names and phone numbers to map during setup.

Step-by-step setup

Step 1: Install the app

Install the Dialpad Integration from the monday.com marketplace and authorise it.

Step 2: Connect monday.com and Dialpad

In the app’s setup screen you will see “Connect” buttons for each platform. Authorise both. This is the step that needs Dialpad company-admin permissions.

Step 3: Enable the integration

Once both connections show green, click enable.

Step 4: Configure sync and call logging

• Pick the board you want to sync from monday.com.
• Map the columns between the two systems (name, phone, and any extra fields you track).
• Names: the app splits full names by treating the first word as the first name and the rest as the last name. Keep this in mind if your board stores names in one column.
• Turn on call logging so call tracking events display in the activity feed.

From here, click-to-call works from your board and calls start logging automatically. The full documentation has a video walkthrough and an FAQ covering the details of syncing.

Known limitations

• Contact sync direction. Contacts created in monday.com sync to Dialpad; creating a contact in Dialpad does not currently create it in monday.com.
• Activity attribution. Due to a monday.com platform limitation, activity entries display under the name of the user who authenticated the integration rather than the individual caller.

Comparing phone systems for monday.com?

Dialpad is one of four phone systems we integrate with monday.com. See also 3CX (and the complete 3CX guide), Bicom PBXware (and its setup guide), and Aircall.

Stuck on a step, or want to see it live first? Contact us or book a demo from the app page. We respond within one working day.