Busy calling days
A busy team can send a lot of updates at once. We pace them so Monday CRM accepts every one, even on your busiest days.
Integration · PhoneBurner to Monday CRM
Monday CRM and PhoneBurner integration
We connect PhoneBurner 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
PhoneBurner
Monday CRM
One call ends in PhoneBurner. In Monday CRM:
- Call logged on the itemLength, direction and the rep who took it
- Recording attachedLinked from the update on the item
- 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
Got it, thank you.
Check your inbox for a confirmation. We will reply within 2 working days with what we would do and what it would cost.
What we connect between PhoneBurner and Monday CRM
A typical setup. We adjust each line to how your team uses PhoneBurner 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 caller who is not in Monday CRM yetA new item, checked against existing records first
Field mapping, event by event
Each PhoneBurner event and exactly what it writes in Monday CRM. Pick an event to see its fields.
1. Trigger · PhoneBurner
When a call ends
Every call made or received in PhoneBurner
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
Next call date15 Sep, 4:00 pm
Shown in your time zone
Next call date15 Sep, 4:00 pm
Shown in your time zone
Call length
Call length3 min 04 s
Stored the way Monday CRM expects
Call length3 min 04 s
Stored the way Monday CRM expects
Call outcome
ResultInterested
Matched to your own list of outcomes
ResultInterested
Matched to your own list of outcomes
Recording
Call recordingPlayable audio
Added once the file is ready
Call recordingPlayable audio
Added once the file is ready
Call notes
Call notesAsked for pricing
Saved as update text
Call notesAsked for pricing
Saved as update text
Item
Matched by phone number+1 415 555 0142
A new item is created only if none match
1. Trigger · PhoneBurner
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
ResultInterested
Looked up in the outcome-to-stage list we agree with you
ResultInterested
Looked up in the outcome-to-stage list we agree with you
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 PhoneBurner calls
Your team builds and maintains every step
Where it runs
In your own PhoneBurner 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 PhoneBurner and Monday CRM setups usually go wrong
Phone numbers written two ways
PhoneBurner 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.
Reps matched to Monday CRM users
If a PhoneBurner user is not matched to a Monday CRM user, calls log without an owner. We match every rep before go-live.
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.
How we set it up
- 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
Give us access
Admin access to PhoneBurner and Monday CRM for the setup. Nothing for you to install, and no new subscription to start.
- 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
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.
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 PhoneBurner 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.
Free download
The integration health check
10 checks to make sure your website, CRM and dialer really are passing information between them.
From the blog
Further reading
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
CRM
Why your CRM is full of duplicates, and how to stop new ones
Duplicates come in through forms, imports, integrations and manual entry. Here is how to clean up what is there, and close the doors so they do not come back.
Dialers
Why fewer people answer your calls: spam labels and caller ID
When answer rates drop, the cause is often a warning label on your caller ID. How US carriers check and label calls, and what you can do about it.
Questions about PhoneBurner 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 PhoneBurner 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 PhoneBurner and Monday CRM?
A call ends, the call recording, the call outcome, a caller who is not in monday crm yet, 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 PhoneBurner 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 PhoneBurner and Monday CRM. You leave knowing what we would build and what it would cost.
Call ended03:04 · inbound
Item status updatedStage set from the call outcome
Call-back taskAssigned to the contact owner