Talkdesk
Cloud Contact Center
Monday CRM
CRM · Boards · Automations
Monday CRM + Talkdesk Integration
Connect Talkdesk to Monday CRM — 5 trigger events, 2 CRM actions, full field mapping and real-time sync. Custom-built, production-grade. Live in 5–10 business days.
Automation Builder — Real Triggers & Actions
Click any event to select
Talkdesk Triggers
T01
Call Completed
Outbound or inbound call ends
instant
T02
Call Missed
Inbound call not answered
instant
T03
New Voicemail
Caller leaves a voicemail
instant
T05
New Interaction
Any interaction type completed
instant
T07
Call Recording Available
Recording processed and available
instant
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
Talkdesk Triggers
T01
instantCall Completed
Outbound or inbound call ends
T02
instantCall Missed
Inbound call not answered
T03
instantNew Voicemail
Caller leaves a voicemail
T05
instantNew Interaction
Any interaction type completed
T07
instantCall Recording Available
Recording processed and available
Monday CRM Triggers
T03
instantColumn Value Changed
Column value updated in a board
T04
instantStatus Column Changed
Status column value changed
Talkdesk Actions
A01
Create Contact
Creates a new contact in Talkdesk
A02
Update Contact
Updates existing contact
A03
Create Outbound Call
Initiates an outbound call
A04
Create Callback
Schedules a callback for 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
Talkdesk API
POST
/api/v1/contacts
Create/update contact
GET
/api/v1/calls/{callId}
Get call details
POST
/api/v1/calls
Initiate outbound call
GET
/api/v1/recordings/{id}
Retrieve recording URL
Monday CRM API
POST
/v2 (GraphQL)
Create or update board item
When an agent sets a call disposition in Talkdesk, 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 Talkdesk call event — mapped to Monday CRM fields. Highlighted fields are critical for automation:
call_id
call_direction
agent_name
contact_phone
contact_email
contact_name
call_duration_seconds
call_recording_url
disposition
notes
queue_name
timestamp_start
timestamp_end
ring_time
talk_time
hold_time