🚧 Disclaimer: This feature is currently in development and not yet available to the general public. Stay tuned for updates on its release.
User level:
Admin, Supervisor, Agent
How it works?
Once your integration is set up, CloudTalk and Monday.com will start working together automatically. Here’s what happens under the hood.
Contact Sync
All external contacts and leads from Monday.com are imported into CloudTalk if the initial sync recipe is installed on the relevant board.
During or after a call, if the contact doesn’t exist in CloudTalk but exists in Monday.com, it will be automatically created and matched in CloudTalk as soon as the contact is created in Monday.
Automatic Call Logging
After each call ends, CloudTalk will:
Export the call record into the relevant Monday board(s) based on your recipes (sentence builder logic).
If the contact already exists, a new timeline record is created.
📌 Calls and contacts can be exported to multiple boards
Tags & Notes
Any call tags added in CloudTalk will appear in the timeline entry in Monday.com.
If a tag is removed in CloudTalk, it will be removed in Monday too.
Notes added to the call in CloudTalk are synced to the corresponding Monday call record.
🤖 AI-Powered Call Insights
Each call record exported to Monday.com will include:
✅ AI Call Summary – A short summary of the conversation.
😐 Call Sentiment – An automatic detection of the call’s emotional tone.
🧠 Extracted Topics – Key topics discussed in 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 having to listen to every recording.
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.
If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!