Monday.com CRM Integration
with The VoIP Shop
Improve communication workflows and manage customer interactions more efficiently with The VoIP Shop’s Monday.com CRM integration. View customer information during calls, track communication activity, manage callbacks, and streamline workflows directly inside Monday.com CRM.
Stop losing visibility of customer interactions. Integrate Monday.com CRM with The VoIP Shop today to improve team productivity and communication efficiency.
Key Features of Monday.com CRM Integration
The VoIP Shop’s Monday.com CRM integration provides powerful communication and workflow tools to help your teams manage customer interactions more effectively. From real-time caller notifications to integrated CRM activity tracking, your teams can stay organised and focused on delivering better customer experiences.
Pop-Up Caller Notifications
Display incoming, outgoing, and forwarded call information instantly inside Monday.com CRM. Customer records, activities, and communication history appear automatically during calls.
Automatic Call Logging
Automatically track communication activity and store call information directly against CRM customer records.
Hotkey Dial from CRM
Quickly dial phone numbers directly from Monday.com CRM using configurable keyboard shortcuts. Hotkey dialling helps users start calls faster.
Call Notes & AI Transcription
Save communication notes and AI-generated transcriptions directly into Monday.com CRM for improved record-keeping and visibility.
Multi-Result Caller Matching
Quickly switch between multiple CRM matches when duplicate numbers exist across customer records.
Callback Management
Create callbacks, manage customer follow-ups, and improve communication response times.
Call Control Features
Answer, transfer, and manage calls directly from pop-up notifications using integrated communication controls.
Custom CRM Variables
Display customer-specific CRM fields, including deal values, priorities, activities, and account information during calls.
Single Sign-On (SSO)
Secure login support through Microsoft, Google, and Apple authentication.
AI Call Transcription
Keep every customer conversation organised with automatic call logging and AI-powered transcription. Call details, notes, recordings, and AI-generated transcripts can be stored directly within Monday.com, giving your team instant access to previous interactions. This improves collaboration, reduces manual note-taking, and ensures important customer information is always available when needed.
Computer Telephony Integration with Monday.com
Discover how integrating your telephony environment with Monday.com CRM helps your teams manage customer communication more effectively.
With real-time caller notifications, integrated CRM activity tracking, communication history visibility, and advanced call management functionality, your teams can stay focused on conversations instead of repetitive administration tasks.
How The VoIP Shop's Monday.com CRM Integration Empowers

Customer Service Teams
The VoIP Shop’s Monday.com CRM integration improves customer communication workflows and helps support teams manage interactions more efficiently.
Instant Customer Visibility
View customer details, activities, notes, and communication history instantly during calls.
Reduce Manual Admin
Automatically log communication activity and reduce repetitive data entry tasks.
Improve Customer Conversations
Access previous customer interactions and CRM history before answering calls.
Faster Response Times
Real-time caller notifications help teams handle customer enquiries more efficiently.
Improve Internal Collaboration
Keep communication records and customer activity visible across departments and teams.
Better Customer Experience
Provide more informed and personalised customer interactions using centralised CRM visibility.
How The VoIP Shop's Monday.com CRM Integration Supports Sales Teams
The integration helps sales teams improve productivity, communication visibility, and lead management

directly inside Monday.com CRM.
Better Lead Management
Track communication activity and customer engagement from one platform.
Improved Workflow Efficiency
Reduce time spent switching between CRM systems and communication tools.
Access Customer Information Instantly
View customer records, notes, activities, and interaction history during calls.
Improve Follow-Up Processes
Manage callbacks and communication tracking more effectively.
Support Hybrid Working
Access the integration through cloud and desktop deployment environments.
Better Communication Visibility
Keep customer conversations, activities, and notes organised in one central location.
Advanced CRM Communication Features
Recall Conversations
Re-open previous interaction pop-ups and review customer information during follow-up conversations.
Call Waiting Management
Manage multiple inbound calls through integrated pop-up notifications.
Internal Caller Filtering
Hide internal company calls from communication notifications when required.
Multi-Language Support
Support international teams with configurable language settings.
Talk Duration Visibility
Track live call duration directly inside communication pop-up windows.
Available Buttons
Below is the list of available buttons. These are CRM specific functions.
Open in Monday.com
Custom Action standard
Send E-mail standard
Callback request standard
Send WhatsApp message standard
Send Microsoft Teams message standard
Trigger Automations standard
Parameters
Determine the content of the pop-up per user, department or organisation with information from CRM package. Below is the list of parameters available from CRM software.
monday_id
monday_subitems
monday_email
monday_activities_timeline
monday_accounts
monday_deals
monday_deals_value 
monday_phone
monday_title
monday_type
monday_priority
monday_comments
monday_company
monday_open_url
Available as a Windows desktop installation, CRM Connect allows you to offer unique CRM solutions that are tightly integrated with market leading communications services.
Easy to provision via Self-Service Portals
Windows based installation wizard
Full control of telephone handset from desktop
Instant access to CRM information
Advanced call control from within CRM applications
Click to Dial
Web-Page Dialing
Click to Hold
Click to Transfer
Built-in Call History
CRM Application Integration
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FAQs
Answers to some of our most commonly asked Monday.com CRM Integration questions…
