This guide walks you through how the integration works and what data is synced between CloudTalk and monday.com once it’s connected.
User level: Admin, Supervisor, Agent
Ready to configure the CloudTalk + monday.com integration?
Follow the step-by-step instructions in our Configure monday.com guide.
Call Logging and Data Exchange
Contact Sync
All external contacts and leads from monday.com are imported into CloudTalk when the initial sync automation is installed on the relevant board.
If a contact does not exist in CloudTalk but exists in monday.com, it will be automatically created and matched in CloudTalk as soon as it is created in monday.com.
Call Logging & Export
After each call ends, CloudTalk automatically exports the call record to the relevant board or boards in monday.com based on your configured recipes. If the contact already exists, a new timeline record is created.
📌 Note: Calls and contacts can be exported to multiple boards.
Each exported call record also includes AI-powered call insights:
AI Call Summary: a short summary of the conversation
Call Sentiment: automatic detection of the call's emotional tone
Extracted Topics: key topics discussed during the call
Link to AI Call Details: a direct link to CloudTalk's full AI analysis of the call
This helps your team quickly scan calls and understand customer sentiment without listening to every recording.
Tags and Notes
Call tags added in CloudTalk appear in the timeline entry in monday.com.
If a tag is removed in CloudTalk, it is removed in monday.com as well.
Notes added to a call in CloudTalk are synced to the corresponding call record in monday.com.
FAQ
Can I customize which boards data is exported to?
Yes. monday.com uses a recipe-based logic. You can set up multiple recipes to export contacts or calls to specific boards. A single CloudTalk event (like a call or new contact) can trigger multiple exports.
What happens if I remove the integration?
Removing the integration will stop any future data sync between CloudTalk and monday.com. Historical data already synced will remain in monday.com.
Who can use this integration?
Any CloudTalk user with access to the Integrations section can install and configure it, but monday.com admin permissions are required to complete the OAuth flow.
Need help or have a question? Just reach out through our Support portal — we’re here for you.