> ## 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.

# Using CloudTalk with monday.com

> Explore how calls are handled and how information is synced between CloudTalk and monday.com.

<Note>
  This guide walks you through how the integration works and what data is synced between CloudTalk and monday.com once it’s connected.
</Note>

**User level:** Admin, Supervisor, Agent

***

<Warning>
  **Ready to configure the CloudTalk + monday.com integration?**\
  Follow the step-by-step instructions in our [Configure monday.com](/en/articles/11599003-configure-monday-com) guide.
</Warning>

<h2 id="h_6ace868192">
  Call Logging and Data Exchange
</h2>

<h3 id="h_91b2746911">
  Contact Sync
</h3>

All external contacts and leads from monday.com are imported into CloudTalk when the [initial sync automation](/en/articles/11599003-configure-monday-com#:~:text=finalize%20the%20setup.-,Install%20monday.com%20automations,-monday.com%20now) 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.

<h3 id="h_42a33f7365">
  Call Logging & Export
</h3>

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>
  📌 **Note:** Calls and contacts can be exported to multiple boards.
</Note>

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.

<h3 id="h_81c613ec15">
  Tags and Notes
</h3>

* 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.

<h2 id="h_bd1499e5e2">
  FAQ
</h2>

**Can I customize which boards data is exported to?**

Yes. monday.com uses [automation-based logic](/en/articles/11599003-configure-monday-com#:~:text=finalize%20the%20setup.-,Install%20monday.com%20automations,-monday.com%20now). You can set up multiple automations 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](http://monday.com). Historical data already synced will remain in [monday.com](http://monday.com).

**Who can use this integration?**

Any CloudTalk user with access to the Integrations section can install and configure it, but [monday.com](http://monday.com) admin permissions are required to complete the OAuth flow.

***

*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

- [Configure monday.com](/en/articles/11599003-configure-monday-com.md)
- [Integrations guide](/en/articles/10570091-integrations-guide.md)
- [Using Shopify with CloudTalk](/en/articles/11727412-using-shopify-with-cloudtalk.md)


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