Phone columns that do not match
monday.com phone columns hold numbers in whatever format they were typed. We clean them up so incoming calls find the right item.
Integration · Zoom Phone to Monday CRM
Zoom Phone and monday.com integration
Your team takes calls in Zoom Phone and tracks clients in monday.com. There is no built-in link between the two, so calls never reach the board. We connect them so every call shows up on the right item, and a missed call becomes a task someone owns. One-time setup, no monthly fee from us.
- From $100, one-time setup
- No monthly fees from us
- Tested on your own calls before go-live
Zoom Phone
Monday CRM
One call ends in Zoom Phone. In Monday CRM:
- A call in Zoom PhoneAnswered, missed or voicemail
- Found on your monday boardMatched by phone number
- Update and columns changedLogged, assigned, followed up
- 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.
A board is only as current as its last update
monday.com works because everyone can see where each client or deal stands. Phone calls are the exception. A client rings, someone answers in Zoom Phone, and the board still shows the item as waiting. The next person to look has no idea the conversation happened.
Because monday.com boards are built your own way, there is no single "right" place for a call. One team wants an update on a contact item, another wants the status column on a deal to change, another wants a new item on a support board. We start from your boards, agree where calls should land, and connect Zoom Phone to match.
- Service businesses on monday CRMClient calls logged on the client item, so the account history is in one place.
- Sales teamsA call moves the deal’s status column and sets the next follow-up date.
- Support and operationsMissed calls become items on a call-back board with an owner and a due date.
What we connect between Zoom Phone and Monday CRM
A typical setup. We adjust each line to how your team uses Zoom Phone and Monday CRM.
When this happensThis is what you get
A call endsAn update on the matching contact or deal item, with length and who took it
A missed call or voicemailA task or call-back item assigned to the right person
The call outcomeA status or date column changed, as agreed
The recordingLinked from the update, where your Zoom Phone plan records calls
A caller not on the boardA new item, created only if no match exists
Field mapping, event by event
Each Zoom Phone event and exactly what it writes in Monday CRM. Pick an event to see its fields.
1. Trigger · Zoom Phone
When a call ends
Every call made or received in Zoom Phone
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
Date time15 Sep, 4:00 pm
Shown in your time zone
Date time15 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
Direction
Call directionInbound
Inbound or outbound
Call directionInbound
Inbound or outbound
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
Item
Matched by phone number+1 415 555 0142
A new item is created only if none match
1. Trigger · Zoom Phone
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
1. Trigger · Zoom Phone
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
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
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 Zoom Phone calls
Your team builds and maintains every step
Where it runs
In your own Zoom Phone 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 Zoom Phone and Monday CRM setups usually go wrong
Which board and item
If a client appears on more than one board, we agree which one gets the call, so updates do not scatter.
Automations that fire twice
A status change can trigger your own monday automations. We check them first so a call does not send the same email twice.
Recordings that arrive later
Zoom finishes processing recordings after the call ends. We add the link once it is ready.
How we set it up
- 1
Look at your boards
Where calls should land, which columns change, and who owns missed calls. Written scope, fixed one-time price.
- 2
Access
Admin access to Zoom Phone and to the monday.com boards involved.
- 3
Connect and test
We connect the two and test real answered, missed and voicemail calls on each number.
- 4
Handover
A short note of what goes where, so your team knows what to expect.
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 Zoom Phone 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 Zoom Phone and Monday CRM
Is there a built-in Zoom Phone app for monday.com?
Not one that logs calls onto your items the way most teams need. We connect the two directly using their official APIs, built around your boards.
Does it work with monday sales CRM and with ordinary boards?
Yes. We work with the boards you have, whether that is monday sales CRM or boards you built yourself.
Is there a monthly fee?
No. You pay once for the setup, with no per-call or per-task charge from us.
Will it change how my team uses Zoom Phone?
No. They keep calling exactly as now; the board updates in the background.
Rather talk it through?
Thirty minutes on how your team uses Zoom Phone and Monday CRM. You leave knowing what we would build and what it would cost.
Call ended03:04 · inbound
Status: ContactedFollow-up set
Call-back taskAssigned to the contact owner