Connect Ooma to Monday.com CRM with Callably's AI-powered CRM. Every call is transcribed, scored as a lead, and managed with appointments and drip sequences — then enriched data flows to Monday.com CRM automatically.
Callably is an AI-powered CRM that sits between Ooma and Monday.com CRM, managing your leads and forwarding enriched data automatically.
Link your Ooma account to Callably. We'll start receiving your call and SMS events securely.
Callably automatically downloads recordings, transcribes calls using AI, generates summaries, and identifies caller information.
AI-scored leads with appointments, follow-up suggestions, and enriched data are managed in Callably and forwarded to Monday.com CRM in real-time.
Every piece of communication data from Ooma is captured, enriched, and delivered to Monday.com CRM:
Every Ooma call is logged in Monday.com CRM the moment it ends — inbound, outbound, missed, and voicemail.
Call recordings from Ooma are automatically transcribed using AI. Full transcriptions appear directly in Monday.com CRM.
AI reads every transcription and generates a concise summary highlighting key topics, action items, and decisions discussed.
Every text message sent or received through Ooma is captured and forwarded to Monday.com CRM with full content.
Callably's AI analyzes conversations and automatically scores leads as Hot, Warm, Cold, or New — visible right in Monday.com CRM.
AI extracts names, email addresses, and phone numbers from call transcriptions and attaches them to the right contact in Monday.com CRM.
Explore other CRMs you can connect with Ooma.
Explore other phone systems you can connect to Monday.com CRM.
AI-powered lead management, appointment scheduling, drip sequences, and team analytics — all from your phone system. Set up in minutes.