Integration · CloudTalk to Monday CRM

CloudTalk and monday CRM integration

monday charges for automation by the action, and a phone system generates a lot of actions. We connect CloudTalk to monday so every call updates the right item, built to stay inside the allowance your plan gives you rather than quietly eating next month’s too. It is a one-time setup by our team, not a monthly middleware subscription.

  • From $100, one-time setup
  • No monthly fees from us
  • Tested on your own calls before go-live
Get a written scope
CloudTalk Monday CRM

One call ends in CloudTalk. In Monday CRM:

  1. A call ends in CloudTalkOutbound campaign or inbound
  2. The item is updatedStatus, update and recording link
  3. Your automations runOn the ones that matter
One-time setup
From $100
Monthly fee from us
$0
Working days to a written scope
2
Working days to build and test
5–10

Automation actions are the constraint nobody plans for

monday includes a set number of automation actions per month — 250 on Standard, 25,000 on Pro, 250,000 on Enterprise — and anything over the allowance comes out of the following month. For a team using automations to move items between boards a few times a day, that is generous. For a team making three hundred calls a day, every one of which could fire a status change, a notification and a subitem, it is a number you can hit before the third week.

So the design question is not whether calls can update monday. It is which calls should. A connected conversation that changes a status is worth an action. Two hundred no-answers are not; they belong in an update on the item, which costs nothing, or in a summary written once. We build the integration to write directly where a write is all that is needed, and to trigger automations only where you actually want the chain to run.

  • Sales teams running monday CRM boardsCalls and outcomes appear on the item without manual logging.
  • Teams on Standard or Pro plansThe integration is sized to the allowance rather than ignoring it.
  • Follow-up heavy pipelinesSmart Dialer queues built from the board the team already works.

What we connect between CloudTalk and Monday CRM

A typical setup. We adjust each line to how your team uses CloudTalk and Monday CRM.

When this happensThis is what you get
A call endsAn update on the matching monday item, with the agent and duration
The call outcomeThe status column you choose, on the calls that warrant it
The call recordingLinked from the update
A callback requestA follow-up item or date column for the owner
A no answerWritten as an update, without firing an automation chain
A caller not on the board yetA new item in the group you choose, checked for duplicates first

Field mapping, event by event

Each CloudTalk event and exactly what it writes in Monday CRM. Pick an event to see its fields.

1. Trigger · CloudTalk When a call ends Every call made or received in CloudTalk
2. Action · Monday CRM Log the update on the item In Monday CRM, on the item — Where your team already works
Monday CRM field Mapped from What happens
Activity date Timestamp start15 Sep, 4:00 pm Shown in your time zone
Call length Call length3 min 04 s Stored the way Monday CRM expects
Direction Call directionInbound Inbound or outbound
Call outcome TagsInterested Matched to your own list of outcomes
Recording Call recordingPlayable audio Added once the file is ready
Owner Rep’s nameMaria Lopez Matched to the same person in Monday CRM
Item Matched by phone number+1 415 555 0142 A new item is created only if none match
1. Trigger · CloudTalk When an outcome is set A rep marks how the call went
2. Action · Monday CRM Update the item status In Monday CRM — Moves one record, not all of them
Monday CRM field Mapped from What happens
Which item status Most recent open item statusNorthwind — 12 seats On the matching item, owned by the rep on the call
Stage TagsInterested Looked up in the outcome-to-stage list we agree with you
1. Trigger · CloudTalk When a call is missed Nobody picked up in time
2. Action · Monday CRM Create a follow-up item In Monday CRM, for the item owner — A call-back nobody forgets
Monday CRM field Mapped from What happens
Title Caller number+1 415 555 0142 “Call back” plus the item name, or the number if unknown
Due Your follow-up windowWithin 1 hour Set to how fast your team calls back
Assigned to Item ownerMaria Lopez Falls back to the rep who was on the line

Sample values are made up. The exact fields are agreed with you in your scope.

A one-time setup, not a monthly middleware bill

We are not a middleware. We plan the connection, set it up, test it on your calls and hand it over.

Web Repay integration setup Middleware subscription
What you pay One-time setup, from $100 (one-off) A monthly plan, often priced by tasks or operations
As call volume grows The same price, no per-task charges Costs rise with every call that syncs
Who builds and tests it We do, on your own CloudTalk calls Your team builds and maintains every step
Where it runs In your own CloudTalk and Monday CRM accounts, documented Inside the middleware vendor’s platform
When something changes Additional support as needed, when you request it Your team fixes the broken steps

Where a small connector layer is the most reliable route, we say so in your written scope, set it up in your own account and choose the option with the lowest running cost.

Where CloudTalk and Monday CRM setups usually go wrong

Actions are a monthly budget

Standard, Pro and Enterprise include 250, 25,000 and 250,000 actions a month, and overage is deducted from next month. We agree which outcomes are worth an action and write the rest directly.

Boards have a ceiling

A board holds 10,000 items on most plans and 100,000 on Enterprise. A call list that grows forever eventually hits that, so we agree where finished items go before it does.

One number at a time

CloudTalk’s Power Dialer calls one number per agent and advances automatically. The list it works should be a curated board view, not a raw import.

Coaching without full access

CloudTalk supervisors can monitor and join live calls with read-only access to groups and users, and analysts see only statistics. We use those roles rather than making everyone an admin.

How we set it up

  1. 1

    Agree what connects

    Which boards and numbers are in scope, which outcomes justify an automation, and where finished items go. You get a written scope with a fixed one-time price.

  2. 2

    Access for the setup

    CloudTalk admin access and a monday user with access to the boards involved.

  3. 3

    We connect and test

    We run calls through a test board, count the automation actions consumed, and check every item, status, update and follow-up.

  4. 4

    Handover

    A short document of what is connected, including the actions it uses per hundred calls. It runs in your own accounts, with no monthly fee from us.

Call centre agent on a headset at her desk
Test call passedEvery field in the table checked LiveWatched for the first week

What it costs

From $100 one-time setup

Starting price for connecting CloudTalk and Monday CRM, built and tested. Larger mappings get a fixed quote in writing before we start.

No monthly fee from us. Additional support is available as needed, whenever you request it.

Get a written scope

Tell us what should happen in Monday CRM when a call ends. We reply within 2 working days.

Questions about CloudTalk and Monday CRM

Will a call integration use up our monday automation actions?

It can, which is why this one is designed around it. monday includes 250, 25,000 or 250,000 actions a month by plan and takes overage out of the next month, so we write directly where possible and reserve automations for outcomes that deserve them.

Are calls logged on the item?

Yes. Each call becomes an update on the matching item with the agent, duration and a link to the recording, and the status column moves on the outcomes you choose.

What happens when a board fills up?

Most plans cap a board at 10,000 items, Enterprise at 100,000. We agree at scoping where completed items are archived to, so the board does not hit the ceiling unexpectedly.

Is there a monthly fee?

No. You pay once for the setup. Unlike Zapier, Make and similar middleware subscriptions, there is no monthly or per-task charge from us. Your monday and CloudTalk plans are unchanged.

Related

Monday CRM setup & managementOngoing admin, workflows and integrations CloudTalk setup & managementNumbers, routing and dialer campaigns GoHighLevel and CloudTalkIntegration Monday CRM and AircallIntegration Monday CRM and JustCallIntegration Monday CRM and DialpadIntegration

Rather talk it through?

Thirty minutes on how your team uses CloudTalk and Monday CRM. You leave knowing what we would build and what it would cost.

Call +91 82857 48750
Person using a laptop at an office desk
Call ended03:04 · inbound Item status movedCallback booked Call-back taskAssigned to the contact owner