> ## Documentation Index > Fetch the complete documentation index at: https://help.cloudtalk.io/llms.txt > Use this file to discover all available pages before exploring further. # Configure monday.com > Configure data exchange between CloudTalk and monday.com to ensure your data stays up to date. > [!NOTE] > > This guide explains how to set up the **monday.com** integration with CloudTalk **User level:** Admin *** > [!WARNING] > > Looking for instructions on how calls appear in monday.com or how agents use the integration?\ > See [Using CloudTalk with monday.com](https://help.cloudtalk.io/en/articles/11600475-using-cloudtalk-with-monday-com.md) ## Before You Start Make sure you have the following: * CloudTalk user with access to the Integrations section to the **CloudTalk Dashboard**. * Admin access to **[monday.com](https://monday.com/)**[.](https://monday.com/) * The email address you use in CloudTalk must match exactly with the email address in your monday.com account. If the emails do not match, synchronization will not work correctly. ## Configure monday.com 1. Log into your **CloudTalk Dashboard** and navigate to **Settings > Integrations**. 2. Search for **monday.com** and click on it. ![](https://mintcdn.com/cloudtalk/g8s2E4Yk8cWS5656/images/help-center/articles/11599003/b49ca9d83e21-screenshot-2026-03-11-at-10-41-03.png?fit=max\&auto=format\&n=g8s2E4Yk8cWS5656\&q=85\&s=eacec21503f799771254ed6a33716a09) 3. Click **Connect monday.com**. You’ll be redirected to monday.com login page. 4. Sign in and grant CloudTalk access. After successful authentication, you’ll be redirected back to CloudTalk. ![](https://mintcdn.com/cloudtalk/g8s2E4Yk8cWS5656/images/help-center/articles/11599003/89ce044100ca-screenshot-2025-06-17-at-11-48-10.png?fit=max\&auto=format\&n=g8s2E4Yk8cWS5656\&q=85\&s=364c0720d704467f3421fcd9fcc5078f) 5. On the **Integration Configuration** screen, toggle the integration to **Active** and set a custom **Caption** to help identify it. ![](https://mintcdn.com/cloudtalk/g8s2E4Yk8cWS5656/images/help-center/articles/11599003/3f0a0d525f3f-screenshot-2026-03-11-at-10-43-20.png?fit=max\&auto=format\&n=g8s2E4Yk8cWS5656\&q=85\&s=ee33c7122389939609f17858fe7f07d9) 6. Click **Save** to finalize the setup. ## Install monday.com automations > [!WARNING] > > **monday.com now uses automations instead of recipes.** > > If you previously configured recipes, your existing setup will continue working and no changes are required. New users should follow the automation setup below. 1. In your **monday.com** account, select the board where you want CloudTalk calls to be logged. At the top of the board, click **Automate**. ![](https://mintcdn.com/cloudtalk/g8s2E4Yk8cWS5656/images/help-center/articles/11599003/c36c4b1b315f-screenshot-2026-04-08-at-11-50-23.png?fit=max\&auto=format\&n=g8s2E4Yk8cWS5656\&q=85\&s=c48ef8b02bac0a86b065d1345600cd9e) 2. Open **Automations > Create automation** (or **Create from template**). Select the CloudTalk template and configure it. ![](https://mintcdn.com/cloudtalk/g8s2E4Yk8cWS5656/images/help-center/articles/11599003/5ebdb46e813b-screenshot-2026-04-07-at-14-57-05.png?fit=max\&auto=format\&n=g8s2E4Yk8cWS5656\&q=85\&s=1fecb459ee97a32e8fc40bd99836b54d) ### Log call automation Logs calls from CloudTalk as timeline entries or updates on your [monday.com](http://monday.com) board matching Phone column. ![](https://mintcdn.com/cloudtalk/g8s2E4Yk8cWS5656/images/help-center/articles/11599003/1f23ed032236-screenshot-2026-04-08-at-14-04-49.png?fit=max\&auto=format\&n=g8s2E4Yk8cWS5656\&q=85\&s=38a484dc731c5ad7cd77b639d5e838bf) ### Contact sync automation Syncs contacts between monday.com and CloudTalk. This automation handles both: * **Initial sync**, which imports all existing contacts from the selected board when the automation is added * **Automatic updates** when a phone or email column changes on the board ![](https://mintcdn.com/cloudtalk/g8s2E4Yk8cWS5656/images/help-center/articles/11599003/58b35ceb76a6-screenshot-2026-04-08-at-14-03-58.png?fit=max\&auto=format\&n=g8s2E4Yk8cWS5656\&q=85\&s=c4e0ec2b6a57c773c04ce969b4824dd4) > [!WARNING] > > **Important for existing users:** If you previously had the "**When any column changes → Edit contact in CloudTalk"** recipe enabled, make sure to disable it before adding the new contact sync automation. Otherwise, both the old recipe and the new automation will run on column changes and create duplicate contact updates. The new contact sync automation already handles updates automatically, so the separate “edit contact” recipe is no longer needed. ### What changed from recipes to automations * If you already use recipes, they will continue working as they are, and no changes are required * If you are setting up the integration for the first time, you will use automations, as recipes are no longer available for new configurations * If you remove an existing recipe, you cannot restore it, so you will need to recreate the same functionality using an automation ## Disconnect or Remove the Integration If you no longer want CloudTalk to synchronize data with monday.com, you can disable or permanently remove the integration. To **disable the integration**, go to **Settings > Integrations**, locate the **monday.com integration**, and toggle the status from **Active** to **Inactive**. ![](https://mintcdn.com/cloudtalk/g8s2E4Yk8cWS5656/images/help-center/articles/11599003/8485e6cee0d3-screenshot-2026-03-19-at-11-53-22.png?fit=max\&auto=format\&n=g8s2E4Yk8cWS5656\&q=85\&s=cd2144adff82fa9e03a8b34ad80be4a5) To **delete the integration permanently**, open the monday.com integration settings, scroll down, click **Delete Integration**, and type **DELETE** to confirm. *** *Need help or have a question?* Just reach out through our [Support portal](https://support.cloudtalk.io/hc/en-us/requests/new?ticket_form_id=26305535257884) — we’re here for you. ## Related topics - [Using CloudTalk with monday.com](https://help.cloudtalk.io/en/articles/11600475-using-cloudtalk-with-monday-com.md) - [How CloudTalk syncs data with your CRM](https://help.cloudtalk.io/en/articles/14665732-how-cloudtalk-syncs-data-with-your-crm.md) - [Conversation Intelligence](https://help.cloudtalk.io/en/articles/9128167-conversation-intelligence.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.