What does Callably do before sending data to Monday.com CRM?

Callably is a full AI-powered CRM. It transcribes calls, scores leads, extracts contacts, schedules appointments, runs drip sequences, and tracks team performance. The enriched data is then forwarded to Monday.com CRM via webhook.

Does the Monday.com CRM integration include AI lead management?

Yes. Callably automatically creates and scores leads from every call and text. AI extracts contact details, builds unified timelines, detects appointment intent, and suggests follow-up actions. Leads are managed in Callably and synced to Monday.com CRM.

Can Callably automate follow-ups for leads sent to Monday.com CRM?

Yes. Callably includes drip sequences — automated multi-step follow-up campaigns with SMS, email, and task steps. Leads can auto-enroll based on score. Daily briefings and real-time alerts keep your team informed.

Monday.com CRM Phone Integration — AI-Powered CRM for Monday.com CRM

Q: Can I connect any phone system to Monday.com CRM?

Yes. Callably supports 7+ phone providers including RingCentral, OpenPhone, Twilio, and more. Any of them can be connected to Callably's AI-powered CRM, which then forwards enriched data to Monday.com CRM.

Q: Is the data synced in real-time to Monday.com CRM?

Yes. Callably processes phone events as they happen, manages leads internally, and forwards enriched data to Monday.com CRM in real-time with automatic retries and deduplication.

About

Monday.com CRM

Monday.com CRM is a fully customizable CRM built on the Monday.com work management platform, offering visual deal tracking, automation, and team collaboration.

Key Features

Visual Pipeline
Custom Workflows
Automation
Dashboards
Email Tracking
Team Collaboration
Integrations

AI-Powered CRM

What Callably Does Before Sending to Monday.com CRM

Callably's AI processes every interaction and sends enriched data to Monday.com CRM:

AI transcription and summarization of every call
Automatic lead scoring — Hot, Warm, Cold, New
Contact extraction — names, emails, company info
Call recordings — compressed and securely hosted
Appointment data from AI-detected scheduling intent
Team member identification and performance data
Lead timeline with full interaction history
Drip sequence status and engagement data
SMS messages and AI-drafted replies

Simple Setup

How to Connect Your Phone System to Monday.com CRM

Get your phone data flowing into Monday.com CRM in minutes.

Sign Up for Callably

Create your free account. No credit card required to get started.

Connect Your Phone Provider

Link your business phone system — RingCentral, OpenPhone, Twilio, or any supported provider.

Enter Your Monday.com CRM Webhook

Add your Monday.com CRM webhook URL. Callably manages leads internally and forwards AI-enriched data to Monday.com CRM automatically.

Phone Systems

Phone Systems That Work with Monday.com CRM

Select your phone provider to see the specific integration setup.

UCaaS

RingCentral + Monday.com CRM

Sync RingCentral calls and SMS to Monday.com CRM automatically.

Business Phone

OpenPhone + Monday.com CRM

Sync OpenPhone calls and SMS to Monday.com CRM automatically.

CPaaS

Twilio + Monday.com CRM

Sync Twilio calls and SMS to Monday.com CRM automatically.

CPaaS

Plivo + Monday.com CRM

Sync Plivo calls and SMS to Monday.com CRM automatically.

Call Tracking

CallRail + Monday.com CRM

Sync CallRail calls and SMS to Monday.com CRM automatically.

Sales Dialer

SmrtPhone + Monday.com CRM

Sync SmrtPhone calls and SMS to Monday.com CRM automatically.

Communication APIs

ClickSend + Monday.com CRM

Sync ClickSend calls and SMS to Monday.com CRM automatically.

UCaaS

Vonage + Monday.com CRM

Sync Vonage calls and SMS to Monday.com CRM automatically.

UCaaS

Dialpad + Monday.com CRM

Sync Dialpad calls and SMS to Monday.com CRM automatically.

Virtual Phone

Grasshopper + Monday.com CRM

Sync Grasshopper calls and SMS to Monday.com CRM automatically.

UCaaS

8x8 + Monday.com CRM

Sync 8x8 calls and SMS to Monday.com CRM automatically.

UCaaS

Nextiva + Monday.com CRM

Sync Nextiva calls and SMS to Monday.com CRM automatically.

UCaaS

GoTo Connect + Monday.com CRM

Sync GoTo Connect calls and SMS to Monday.com CRM automatically.

VoIP

Ooma + Monday.com CRM

Sync Ooma calls and SMS to Monday.com CRM automatically.

UCaaS

Zoom Phone + Monday.com CRM

Sync Zoom Phone calls and SMS to Monday.com CRM automatically.

Business Phone

Google Voice + Monday.com CRM

Sync Google Voice calls and SMS to Monday.com CRM automatically.

Business Phone

Aircall + Monday.com CRM

Sync Aircall calls and SMS to Monday.com CRM automatically.

Contact Center

CloudTalk + Monday.com CRM

Sync CloudTalk calls and SMS to Monday.com CRM automatically.

Business Phone

JustCall + Monday.com CRM

Sync JustCall calls and SMS to Monday.com CRM automatically.

Contact Center

Talkdesk + Monday.com CRM

Sync Talkdesk calls and SMS to Monday.com CRM automatically.

Contact Center

Five9 + Monday.com CRM

Sync Five9 calls and SMS to Monday.com CRM automatically.

Contact Center

Freshcaller + Monday.com CRM

Sync Freshcaller calls and SMS to Monday.com CRM automatically.

Business Phone

RingOver + Monday.com CRM

Sync RingOver calls and SMS to Monday.com CRM automatically.

VoIP

Phone.com + Monday.com CRM

Sync Phone.com calls and SMS to Monday.com CRM automatically.

VoIP

magicJack + Monday.com CRM

Sync magicJack calls and SMS to Monday.com CRM automatically.

Virtual Phone

Line2 + Monday.com CRM

Sync Line2 calls and SMS to Monday.com CRM automatically.

Virtual Phone

Sideline + Monday.com CRM

Sync Sideline calls and SMS to Monday.com CRM automatically.

Landline

Community Phone + Monday.com CRM

Sync Community Phone calls and SMS to Monday.com CRM automatically.

CPaaS

Bandwidth + Monday.com CRM

Sync Bandwidth calls and SMS to Monday.com CRM automatically.

CPaaS

MessageBird + Monday.com CRM

Sync MessageBird calls and SMS to Monday.com CRM automatically.

Frequently Asked Questions

Can I connect any phone system to Monday.com CRM?

Yes. Callably supports 30+ phone providers including RingCentral, OpenPhone, Twilio, Vonage, Dialpad, and many more. Any of them can be connected to Monday.com CRM through Callably.

How does Monday.com CRM receive the phone data?

Callably sends structured data to Monday.com CRM via webhooks. Each call or SMS event triggers an automatic data push with all relevant details including recordings, transcriptions, and caller information.

Does the Monday.com CRM integration include AI features?

Yes. Callably uses AI to transcribe call recordings, generate summaries, extract contact information, and score leads. All this AI-enriched data is sent directly to Monday.com CRM with each event.

Do I need to configure Monday.com CRM to receive webhooks?

Monday.com CRM needs to have a webhook endpoint or incoming data URL that can receive data. Most CRMs support this natively or through tools like Zapier, Make, or built-in webhook features.

Is the data synced in real-time to Monday.com CRM?

Yes. Callably processes phone events as they happen and forwards them to Monday.com CRM within seconds. Your CRM stays up to date with every call and message in real-time.

Connect Any Phone System to Monday.com CRM

Monday.com CRM

Key Features

What Callably Does Before Sending to Monday.com CRM

How to Connect Your Phone System to Monday.com CRM

Sign Up for Callably

Connect Your Phone Provider

Enter Your Monday.com CRM Webhook

Phone Systems That Work with Monday.com CRM

Frequently Asked Questions

Ready to Turn Your Phone Calls Into Managed Leads?