Your Voice Agent Synchronized with Monday.com
Every call feeds your Monday.com boards — automatically.
Our AI voice agent sends each call's data directly to your Monday.com boards. Prospects created, statuses updated, tasks assigned — your team sees everything in real time without entering a single piece of data.
Key Benefits
Discover how this feature transforms your business
Elements Created Automatically
Every handled call creates a new element in the target Monday.com board with all data collected by the agent.
Custom-Mapped Columns
Call data is mapped to your existing Monday.com columns — text, status, assigned person, date, rating.
Visual Pipeline Tracking
Your Monday.com Kanban boards and charts update automatically with new calls and their status.
Monday.com Automations Triggered
New entries can trigger your Monday.com automation recipes — notifications, assignments, status changes.
Automatic Assignment
According to defined rules, the agent automatically assigns new elements to the right team members.
Updated Dashboards
Your Monday.com dashboards reflect in real time the call volume, conversion rates and performance by representative.
How It Works
A simple and effective process, set up by our experts
You Share Your Monday.com API Key
During onboarding, you provide your Monday.com API token. Our team identifies your boards and configures the connection.
We Configure Column Mapping
Our team maps data collected by the agent (name, reason, qualification) to the right columns in your Monday.com boards.
The Agent Handles Calls
Your voice agent collects information, qualifies prospects and structures data according to your Monday.com configuration.
Monday.com Updates Instantly
As soon as the call ends, a new element appears in the right board with the right columns filled and the right status assigned.
Data Synchronized in Monday.com
Every call handled by your voice agent automatically generates in Monday.com:
- Name and contact details of the calling contact
- Call reason and AI conversation summary
- Qualification score and urgency level
- Call date and time with duration
- Initial status based on qualification result
Supported Monday.com Board Types
Our integration works with all Monday.com board types:
- Standard boards — sales pipeline, CRM, lead tracking
- Sub-item boards — follow-up tasks linked to the main element
- Mirror boards — synchronization between linked boards
- Monday.com CRM — native contacts, accounts and opportunities
- Monday.com Work Management — projects and tasks linked to calls
Industry Use Cases
Tailored to the specific needs of each sector
Sales Pipeline
For sales teams managing their pipeline in Monday.com CRM.
- Every qualified prospect creates a deal in Monday.com
- Automatic progression through pipeline stages
- Assignment to the right representative by territory
- Alerts for hot prospects identified by AI
Customer Support
For support teams centralizing client requests in Monday.com.
- Every call creates a ticket in the support board
- Priority and category assigned automatically
- Assignment to the right agent by skill
- SLA and resolution deadlines tracked automatically
Frequently Asked Questions
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Ready to Connect Monday.com to Your AI Voice Agent?
Share your Monday.com API token and our team configures the complete mapping. Your boards will update automatically from the first call.