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Monday CRM
CRM · Boards · Automations

Monday CRM + CloudTalk Integration

Connect CloudTalk to Monday CRM — 3 trigger events, 2 CRM actions, full field mapping and real-time sync. Custom-built, production-grade. Live in 5–10 business days.

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3 Triggers
2 Actions
API Key (Access Key ID + Secret)
Zapier Available
30-day support
Automation Builder — Real Triggers & Actions
Click any event to select
CloudTalk Triggers
T01
New Call
Any call registered — inbound or outbound
instant
T03
New SMS
New SMS message received or sent
instant
E04
call_missed
Call not answered
webhook
Monday CRM Actions
A01
Create Item
Creates a new item on a board
action
A03
Change Column Value
Changes a specific column's value
action
Field Mapping
Dialer → CRM
contact_phone
Contact.Phone / Lead.Phone
contact_name
Contact.Name / Lead.Name
contact_email
Contact.Email / Lead.Email
call_direction
Activity.Type (Inbound/Outbound)
call_duration
Activity.Duration
disposition
Contact.Lead_Status / Deal.Stage
notes
Activity.Notes / Call.Description
recording_url
Activity.Recording / Custom Field
agent_name
Activity.Owner / Task.Assigned_To
timestamp
Activity.Date / Call.Date
voicemail_url
Activity.Voicemail / Custom Field
campaign_name
Lead.Source / Contact.Campaign
ai_summary
Activity.Notes / Custom Field
CloudTalk Triggers
T01
instant
New Call
Any call registered — inbound or outbound
T03
instant
New SMS
New SMS message received or sent
E04
webhook
call_missed
Call not answered
Monday CRM Triggers
T03
instant
Column Value Changed
Column value updated in a board
T04
instant
Status Column Changed
Status column value changed
CloudTalk Actions
A01
Create Contact
Creates contact in CloudTalk
A03
Initiate Outbound Call
Starts outbound call to a number
A04
Send SMS
Sends SMS to a contact
Monday CRM Actions
A01
Create Item
Creates a new item on a board
A03
Change Column Value
Changes a specific column's value
CloudTalk API
POST
/api/v2/contacts
Create contact
POST
/api/v2/calls
Initiate outbound call
GET
/api/v2/calls/{id}
Get call details
Monday CRM API
POST
/v2 (GraphQL)
Create or update board item

When an agent sets a call disposition in CloudTalk, the automation maps it to the correct Monday CRM action:

Disposition CRM Stage / Action Stage
Interested Move deal stage → Qualified SQL / Qualified
Booked / Meeting Set Create calendar event + stage update Meeting Scheduled
Not Interested Update contact status → Disqualified Disqualified
No Answer Re-queue + follow-up task or SMS Attempted (retry)
Voicemail Left Set contact status → Attempted Attempted
Callback Requested Create CRM task → Schedule Callback Callback Scheduled
Wrong Number Flag phone field as invalid Invalid
DNC Requested Set opt-out flag + suppress contact Opted Out
Busy Re-queue with delay timer Re-queue

All fields passed on every CloudTalk call event — mapped to Monday CRM fields. Highlighted fields are critical for automation:

call_id
call_type
caller_number
callee_number
agent_name
duration
direction
status
recording_url
tags
timestamp_start
timestamp_end