Setting up the monday.com integration

The monday.com integration allows Aircall to automatically log calls to your monday.com boards and display key contact information inside the Aircall phone. Once installed, the integration runs in the background and requires little maintenance.

Note: SMS activity is not supported in monday.com through this integration.

If you are new to Aircall, note that you must have at least a Standard monday.com plan to enable the integration. If you are new to monday.com, refer to the monday.com Knowledge Base for general onboarding guidance. This article focuses on configuration steps for existing monday.com users.

Installing the monday.com integration in the Aircall Dashboard

Steps:

1. Log in to the Aircall Admin Dashboard > Integrations & API
2. Select monday.com, then click Install integration
3. If this is your first time connecting Aircall and monday.com, authorize the integration when prompted.
4. Select at least one Aircall number to activate the integration.
5. Click Add Number to continue to configuration in monday.com.

Important: Only calls made to or from Aircall numbers added to the integration will sync to monday.com. To add or remove numbers later, open the monday.com integration in the Aircall Dashboard and choose Add or remove numbers.

Board configuration

To use the integration, you will need two boards:

1. An Aircall Calls board.
2. A board that contains phone numbers, such as a Contacts board.

Creating the Aircall Calls board

1. Log in to monday.com.
2. Click Add then select Choose from template.
3. Search for Aircall Calls and add the board.

Creating or identifying your phone number board

If your team already has a board that stores contact phone numbers, you may use it. If not, create a Contacts board:

• Click Add then select Choose from template.
• Search for Contacts and add the board.

Tip: If you plan to use monday.com as a CRM, we recommend the CRM template, which includes a Contacts board.

Connecting the boards

Once the two boards are ready, connect your Aircall Calls board to the board that contains phone numbers.

Steps:

1. Open the Aircall Calls board.
2. Scroll to the right and click the plus icon to add a new column.
3. Select Connect boards, then choose the appropriate board containing phone numbers.

Note: If multiple boards share the same name in different workspaces, confirm that you select the correct one. Using distinct board names helps reduce confusion.

Mirroring columns

After the boards are connected, you can mirror columns from the Aircall Calls board to other boards. Mirroring allows you to surface call outcomes, tags, recordings, and more throughout your workspace.

For more details on connected boards and mirrored columns, visit the monday.com Knowledge Base.

Using automation recipes to log calls

Once your boards are configured, you can enable call logging.

Adding the Call Logging recipe

1. Open the board and click the Integrate button.
2. In the Integrations Center, search for Aircall.
3. Open Aircall Recipes and locate the Call Logging recipe.
4. Click Add to board to install it.

Important: Install the Call Logging recipe only after your Aircall Calls board is connected to your phone number board.

Mapping Aircall data to monday.com columns

After selecting Call for the first mapping option, you will be prompted to map Aircall data fields to the columns of your Aircall Calls board.

Available fields include:

• Aircall Agent email
• Aircall Agent name
• Call Direction
• Call ID
• Aircall Call Outcome
• Aircall Call Status
• Aircall line name
• Aircall line number
• Comments
• External number
• Tags
• Started At
• Answered At
• Ended At
• Asset Link

Tip: We strongly recommend mapping Comments to the Comments column, Tags to the Tags column, and Asset Link to the Recording or Voicemail column. Text columns can accept multiple Aircall fields.

Best practice mapping guide

After mapping, choose which board your calls should link back to, such as your Contacts board or any board that contains phone numbers.

Using automation recipes to create Insight Cards

An Insight Card is a screen pop that appears in the Aircall phone during inbound calls. It displays selected monday.com fields such as name, title, email, or status so agents can answer calls with context.

Adding Insight Card recipes

1. Open the board containing phone numbers.
2. Navigate to Integrate.
3. Search for Aircall, then select the Insight Card recipe.
4. Choose the column containing phone numbers (must be of type phone).

5. Select two fields to display in the Insight Card.

To include more than two fields, add additional Insight Card recipes. You may also create multiple recipes if you want Aircall to search more than one phone number column, such as both work and mobile numbers.

Important: All phone numbers must be saved in E.164 format such as +1234567890 or +33123456789. This is currently the only supported format.

Viewing calls

Once the automation recipes are installed, call activity will begin syncing to monday.com.

Viewing calls in a contact’s item card

The recommended way to view call history is through the Item Card of a contact. This provides a consolidated timeline of inbound and outbound calls associated with that record.

Tip: If your monday.com account does not display Item Card by default, open any item, click Add view, then select Item Card. Inside the Item Card, click Add widget, choose Connected boards, open the widget settings, and enable the link to Calls option.

Viewing all calls

To review a full list of all calls, open the Aircall Calls board. This board acts as a complete log, while the Item Card view is the most efficient way to understand interactions for individual contacts.

Tip: A centralized Item Card setup ensures you have consistent, detailed call context directly within each contact record.