Integration · Five9 to Monday CRM

Monday CRM and Five9 integration

We connect Five9 to Monday CRM so every call, outcome and follow-up lands on the right item. 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
Five9 Monday CRM

One call ends in Five9. In Monday CRM:

  1. Call logged on the itemLength, direction and the rep who took it
  2. Recording attachedLinked from the update on the item
  3. Outcome moves the item statusThe stage or field you choose
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

What we connect between Five9 and Monday CRM

A typical setup. We adjust each line to how your team uses Five9 and Monday CRM.

When this happensThis is what you get
A call endsAn update on the item on the matching item, owned by the right Monday CRM user
The call recordingAttached to that update on the item
The call outcomeThe item status or an item field you choose
A missed call or voicemailA follow-up for the item owner
A caller who is not in Monday CRM yetA new item, checked against existing records first

Field mapping, event by event

Each Five9 event and exactly what it writes in Monday CRM. Pick an event to see its fields.

1. Trigger · Five9 When a call ends Every call made or received in Five9
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 Call time15 Sep, 4:00 pm Shown in your time zone
Call length Call length3 min 04 s Stored the way Monday CRM expects
Call outcome Call outcomeInterested Matched to your own list of outcomes
Recording Call recordingPlayable audio Added once the file is ready
Call notes Call notesAsked for pricing Saved as update text
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 · Five9 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 Call outcomeInterested Looked up in the outcome-to-stage list we agree with you
1. Trigger · Five9 When a voicemail is left 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 Five9 calls Your team builds and maintains every step
Where it runs In your own Five9 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 Five9 and Monday CRM setups usually go wrong

Reps matched to Monday CRM users

Five9 and Monday CRM identify people differently. We match every rep during setup, so each call has the right owner in Monday CRM.

Phone numbers written two ways

Five9 and Monday CRM often store numbers in different formats. Left alone, a caller who already exists becomes a second item. We match on a cleaned-up number before anything is created.

Updating the right item status

An outcome has to change one item status, not every item status on the record. We agree the rule with you before we build.

Recordings that are not ready yet

A recording can finish processing after the call ends. We attach it once it is ready, so no call in Monday CRM is left without audio.

How we set it up

  1. 1

    Tell us what should connect

    Which calls, outcomes and follow-ups should reach Monday CRM. You get a written scope with a fixed one-time price.

  2. 2

    Give us access

    Admin access to Five9 and Monday CRM for the setup. Nothing for you to install, and no new subscription to start.

  3. 3

    We build and test

    We connect the two tools, map every detail and test it with real calls before your team relies on it.

  4. 4

    Handover

    You get a short document of what is connected and how it behaves. It runs in your own accounts, with no monthly fee from us.

Agent talking with a customer at a laptop
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 Five9 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 Five9 and Monday CRM

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, so the cost does not grow as your team makes more calls.

Is Web Repay a middleware?

No. We are an integration team: we plan the connection between Five9 and Monday CRM, set it up, test it on your calls and hand it over. Where a small connector layer is the most reliable route, we say so in your written scope and choose the option with the lowest running cost.

What can you connect between Five9 and Monday CRM?

A call ends, the call recording, the call outcome, a missed call or voicemail, each mapped to the right item and item status in Monday CRM. We confirm the exact list in your scope.

How long does it take?

You get a written scope and a fixed price within 2 working days. Most setups are built and tested within 5 to 10 working days of getting access.

What do you need from us?

Admin access to Five9 and Monday CRM during the setup, and a short call to agree what should happen. You can remove our access once it is handed over.

Related

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Rather talk it through?

Thirty minutes on how your team uses Five9 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 updatedStage set from the call outcome Call-back taskAssigned to the contact owner