Monday.com + CallRail Integration

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Sub-item is created in Monday.com Instant
Item is created in board in Monday.com Instant
Specific column value is changed on board in Monday.com Instant
Column value is changed on board in Monday.com Instant
Item is moved to specific group in Monday.com Instant
Update is created in Board in Monday.com Instant
Sub-item column value is changed on board in Monday.com Instant
Item is moved to any group in Monday.com Instant
Item is deleted in board in Monday.com Instant
Item name is changed in Monday.com Instant
Column is created for item in Monday.com Instant
Item is archived in board in Monday.com Instant
Item is restored in board in Monday.com Instant
Sub-item name is changed in Monday.com Instant
Comment is added to subitem in Monday.com Instant
Sub-item is moved in Monday.com Instant
Sub-item is archived in Monday.com Instant
Sub-item is deleted in Monday.com Instant
Update is created in Monday.com
Board is created in Monday.com
User joins in Monday.com
Phone call is completed in CallRail Instant
Phone call is updated in CallRail Instant
Phone call is started in CallRail Instant
Outbound call is completed in CallRail Instant
Form is captured in CallRail Instant
User is created in CallRail
SMS is sent in CallRail Instant
SMS is received in CallRail Instant
Company is created in CallRail
Session tracker is created in CallRail
Source tracker is created in CallRail

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Ready Workflows for Monday.com + CallRail Integration

Just click on the workflow you want to automate

Create Monday.com item for new CallRail contact

CallRail and Monday.com are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in CallRail, do you also create a item in Monday.com? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

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Create Monday.com item for new CallRail form

Automatically creating a Monday.com item for every new CallRail form not only eliminates the need for manual data entry, but it also ensures that each response is promptly followed up on.

By using this automation, you can rest assured that no form will fall through the cracks and that your Monday.com team is always on top of things. Plus, automatically creating tasks from new form responses frees up your time so that you can focus on more important things.

So go ahead and set up this automation today!

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When User is created in CallRail > Check any condition > Create item in Monday.com

CallRail + Monday.com Integration

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Who Is This Integration For?

Marketing Teams

Sales Teams

Customer Support Teams

Real Estate Agents

Small Business Owners

Marketing Teams

Marketing teams struggle to efficiently manage and follow up on leads generated through their call campaigns. They need a seamless way to integrate call data with their project management systems to keep track of potential opportunities.

Sales Teams

Sales teams often find it challenging to track and manage incoming leads from calls, which can lead to missed follow-ups or lost opportunities. They need a way to automatically log call details and associated tasks in a central location to ensure timely actions.

Customer Support Teams

Customer support teams need to ensure that all customer interactions, including phone calls, are recorded and tracked to improve service quality. They face difficulty coordinating between call data and support task management systems.

Real Estate Agents

Real estate agents frequently handle a high volume of incoming calls related to property inquiries. They struggle to record and organize these interactions efficiently to ensure potential clients receive timely responses and follow-ups.

Small Business Owners

Small business owners often wear multiple hats and find it hard to manage leads and customer interactions effectively. They need a way to automatically track call interactions with clients and ensure tasks or follow-ups are not overlooked.

Try This Integration – No Code Needed

What Can You Automate With Monday.com + CallRail

Log new call leads in monday.com

Automatically log every new lead captured through CallRail into your monday.com boards. This helps you keep track of potential clients and ensure no leads are missed or forgotten.

Create follow-up tasks for missed calls

Whenever a missed call is logged in CallRail, create follow-up tasks in monday.com so you can quickly reach out to potential clients and improve your customer engagement.

Notify team of new important calls

When an important call is received in CallRail, automatically send a notification to your team via monday.com. This ensures your team can promptly address significant client needs.

Update client status after a call

After each sales call logged in CallRail, you can automatically update the client's status in monday.com. This keeps your client management system accurate and up-to-date.

Prioritize urgent calls with task automation

When an urgent client call is identified through CallRail, create a high-priority task in monday.com. This ensures urgent issues receive immediate attention and are not delayed.

And much more...

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Top 10 Most Popular Monday.com Automations from
Integrately Community

Just click on the workflow you want to automate

Create Monday.com item for new Elementor Forms form submission

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Create Monday.com item for new Google Sheets row

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Create Monday.com item for new WPForms form submission

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Create Monday.com item for new Notion database item

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Create Monday.com item for new GoHighLevel task

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Create Monday.com item for new Elementor Forms form submission

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Create Monday.com item for new Google Sheets row

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Create Monday.com item for new WPForms form submission

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Create Monday.com item for new Notion database item

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Create Monday.com item for new GoHighLevel task

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Create Monday.com item for new Google Tasks task

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Create Monday.com item for new Sharepoint file

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Create Google Sheets row for new Monday.com item

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Create Monday.com item for new Smartsheet row

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Create Notion database item for new Monday.com item

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Create Monday.com item for new Google Tasks task

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Create Monday.com item for new Sharepoint file

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Create Google Sheets row for new Monday.com item

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Create Monday.com item for new Smartsheet row

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Create Notion database item for new Monday.com item

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Top 10 Most Popular CallRail Automations from
Integrately Community

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Price Comparison with Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

in $19.⁹⁹

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How to boost productivity with 21 essential Monday.com integrations

Explore the top 21 Monday.com integrations. Unlock endless possibilities for collaboration, automation, and data synchronization.

How to boost your productivity with the top 10 Monday.com integrations

Here are the top 16 Monday.com integrations. This will simplify collaboration for you.

Want to automate something else in your workflow?

You Can Also Connect Monday.com or CallRail With 1400+ Other Apps

Monday.com

monday.com is the project management tool that brings your team together and keeps everyone on track towards a common goal. It makes it easy to plan, collaborate and get work done.

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CallRail

CallRail provides real-time insights into the quality of your phone calls. With CallRail, you can now measure your advertising ROI (Return on Investment) and know exactly which ads are driving inbound calls.

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