Monday.com Work Management vs Monday.com CRM integration with Aircall

The Aircall integration works smoothly with both Monday.com Work Management and Monday.com CRM. While the connection process is the same for both products, Monday.com CRM includes an extra step to configure the item card layout. This article explains how to add an item card in each version.

Adding an item card in Monday.com Work Management

In Monday.com Work Management you can add an item card directly from the Item View Center.

Steps:

1. Open the Contacts board in Monday.com.
2. Click any contact record to open the Item View Center on the right side of the screen.
3. Select the Item Card tab.

4. Click Add Widget to add more fields to the item card.
5. Choose the data points you want to include for the contact.

Note: When you click Add Widget you will see a list of available data points that can be added to the item card.

Adding an item card in Monday.com CRM

In Monday.com CRM the item card is configured through the layout editor.

Steps:

1. Open the Contacts board in Monday.com CRM.

2. Click any contact record to launch the Item View Center, which overlays the board.

3. Select the three dots in the upper right corner.
4. Choose Edit layout and content from the menu.

5. Configure the item card by selecting and arranging the details you want to display.

Tip: Editing the layout and content allows full customization of the item card for your CRM contacts.

If you complete these steps in either Monday.com product, your Aircall integration will function correctly with the appropriate contact details displayed.