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

Monday.com Work Management and Monday.com CRM are both powerful tools within the Monday.com platform, each designed to serve distinct purposes:

• Monday.com Work Management is ideal for managing projects and tasks.
• Monday.com CRM focuses on managing customer relationships and sales pipelines.

The Aircall App integrates seamlessly with both platforms. The installation process for Aircall is the same for both, with the exception of an additional step to add an item card.

How to Add an Item Card to the Contacts Board in Monday.com Work Management

Follow these steps to add an item card to the Contacts Board in Monday.com Work Management:

1. Navigate to the Contacts Board:
   • Open the Contacts Board within Monday.com.
2. Open the Contact Record:
   • Click on any contact record to launch the Item View Center.
3. View the Item Card:
   • The Item View Center will appear on the right side of your screen, displaying the Item Card tab.

4. Add Information to the Item Card:
   • To update the item card with additional details, click the "Add Widget" button within the item card tab.
5. Add Data Points:
   • Clicking the "Add Widget" button will provide various data points that you can add about the contact.

How to Add an Item Card to the Contacts Board in Monday.com CRM

In Monday.com CRM, the process of adding an item card is slightly different but still straightforward. Follow these steps:

1. Navigate to the Contacts Board:
   • Open the Contacts Board within Monday.com CRM.

2. Open the Contact Record:
   • Click on any contact record to launch the Item View Center. This will overlay the board with the Item View Center.

3. Edit the Item Card Layout:
   • In the Item View Center, click the three dots (...) in the top-right corner.
   • Select 'Edit Layout and Content' from the dropdown menu.

4. Configure the Item Card:
   • This option enables you to add and configure the item card for your contacts in Monday.com CRM.