Monday.com + CallRail Integration

Integrate CallRail to Monday.com in one click, or tell Integrately AI how you want each call handled. Track inbound leads, update your boards, alert your team, and trigger follow-ups automatically.

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1.
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
  • CallRail
    Phone call is completed in CallRail Instant
  • CallRail
    Phone call is updated in CallRail Instant
  • CallRail
    Phone call is started in CallRail Instant
  • CallRail
    Outbound call is completed in CallRail Instant
  • CallRail
    Form is captured in CallRail Instant
  • CallRail
    User is created in CallRail
  • CallRail
    SMS is sent in CallRail Instant
  • CallRail
    SMS is received in CallRail Instant
  • CallRail
    Company is created in CallRail
  • CallRail
    Session tracker is created in CallRail
  • CallRail
    Source tracker is created in CallRail
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2.

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Ready Workflows Ready Workflows for CallRail + Monday.com Integration

Capture calls, organise responses, keep boards updated, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
CallRail + Monday.com Integration

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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Activate
CallRail + Monday.com Integration

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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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your CallRail + Monday.com flow

Turn call data into CRM contacts, chat messages, and sheet rows. Pick a combination and activate it in one click.

Monday.com
CallRail
+
HubSpotHubSpot (8)
+
TwilioTwilio (8)
+
SlackSlack (8)
+
Google SheetsGoogle Sheets (8)
C
M
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Add every completed CallRail phone call to your Monday.com board, and create a contact in HubSpot.
Every completed CallRail call creates a board item in Monday.com and a contact in HubSpot instantly, removing manual data entry.
C
M
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Notify your sales team in HubSpot whenever a new phone call is completed in CallRail, and add it to your Monday.com board.
Sales reps are alerted in HubSpot the second a call finishes while Monday.com logs the interaction.
C
M
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When a CallRail phone call is updated, update the matching HubSpot contact and update the item in Monday.com.
Call updates in CallRail automatically sync across your HubSpot contact record and Monday.com board item.
C
M
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Create a HubSpot task for every item created in Monday.com from a CallRail call.
Turn CallRail call board items into actionable HubSpot tasks for your account management team.
C
M
H
If a CallRail form is captured, create a priority HubSpot contact and add a high-priority item in Monday.com.
Form submissions from CallRail route straight into HubSpot and Monday.com with priority flags set.
C
M
H
When a HubSpot deal is won, update the matching Monday.com item and log a completion note in CallRail.
Closed deals in HubSpot update your Monday.com board and record the milestone back in CallRail.
C
M
H
Use Claude to summarise every CallRail call recording, save the brief in HubSpot, and create a Monday.com item.
Claude generates a clean summary of your CallRail calls, saving it in HubSpot and creating a Monday.com task.
C
M
H
S
Turn every CallRail phone call into a HubSpot contact, create a Monday.com item, and notify your Slack channel.
Call data populates HubSpot and Monday.com instantly while broadcasting a summary to Slack.

Supported triggers and actions for Monday.com and CallRail

Mix and match to build the exact automation you need

Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
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Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
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Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
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Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
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Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
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Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
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Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
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Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
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Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
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Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
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Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
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Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
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Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
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Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
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Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
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Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
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Update is created in Monday.com
Triggers the automation when an update is created
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Board is created in Monday.com
Triggers the automation when a new board is created
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User joins in Monday.com
Triggers the automation when a new user joins the platform
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Create item in Monday.com
Generates a new item
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Get subitem by id in Monday.com
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Search multiple items in Monday.com
Locates and retrieves items information
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Update group in Monday.com
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Move item to board in Monday.com
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Move item to group in Monday.com
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Search item in Monday.com
Locates and retrieves particular item information
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Update item in Monday.com
Updates an item with new information
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Get item details by id in Monday.com
Retrieves detailed information of a item using its id
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Create subitem in Monday.com
Creates a new subitem
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Archive item in Monday.com
Store an item for future reference
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Delete item in Monday.com
Removes the selected item
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Create update in Monday.com
Creates a new update
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Create column in Monday.com
Adds a new column to a dataset or spreadsheet
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Upload file to specific item in Monday.com
Uploads a file to a item within a system
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Create board in Monday.com
Generates a new board
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Archive board in Monday.com
Archive board to store historical data
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Create group in Monday.com
Creates a new group based on particular criteria
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Duplicate group in Monday.com
Creates a copy of an existing group
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Delete group in Monday.com
Removes a particular group from the system
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Archive group in Monday.com
Archives a particular group for future reference
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Add user to board in Monday.com
Adds a user to a board
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Add user to workspace in Monday.com
Adds a user to the particular workspace
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Create tag in Monday.com
Generates a new tag
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Create workspace in Monday.com
Creates a new workspace
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Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
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Add team to board in Monday.com
Adds a team to the board
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Search subitem in Monday.com
Automatically searches for a specific subitem
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Update subitem in Monday.com
Automatically updates an existing subitem
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CallRail
CallRail Triggers & Actions
Instant
Phone call is completed in CallRail
Triggers the automation when a phone call is completed
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Instant
Phone call is updated in CallRail
Triggers the automation when a phone call is updated
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Instant
Phone call is started in CallRail
Triggers the automation when a phone call is started
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Instant
Outbound call is completed in CallRail
Triggers the automation when an outbound call is completed
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Instant
Form is captured in CallRail
Triggers the automation when a form is submitted
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User is created in CallRail
Triggers the automation when a new user is created
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Instant
SMS is sent in CallRail
Triggers the automation when a text message is sent
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Instant
SMS is received in CallRail
Triggers the automation when a new text message is received
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Company is created in CallRail
Triggers the automation when a new company is created
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Session tracker is created in CallRail
Triggers the automation when a session tracker is created
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Source tracker is created in CallRail
Triggers the automation when a source tracker is created
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No action is available

What can you automate with CallRail + Monday.com?

Streamline your inbound call tracking and project management by automating repetitive data entry and team notifications.

What you can automate?
📞
Turn every completed call into a board item
Capture phone calls completed in CallRail and automatically create a corresponding item in monday.com with all caller details attached.
📝
Capture every submitted form field
Map available CallRail form capture answers into separate monday.com board columns instead of only names and numbers, giving your team complete context.
🔔
Alert your team instantly on call completion
Notify your staff the moment an inbound call wraps up in CallRail so the right department can review the monday.com board item right away.
🔀
Route items based on submitted call data
Evaluate call sources or form selections in CallRail and route high-intent leads to priority groups on your monday.com board automatically.
🔄
Keep board items updated as calls change
Synchronize updates made to phone calls in CallRail directly with the matching monday.com board item so notes never fall out of date.
🔍
Prevent duplicate board entries
Search existing monday.com items before creating new ones from CallRail call events, ensuring your boards remain clean and organized.
✅
Handle later status changes and project closes
When a monday.com item moves to closed or completed, trigger automated updates back to your CallRail records for complete lifecycle tracking.
💬
Extend your workflow to Slack
Start with CallRail and monday.com, then broadcast call summaries and board updates directly to your Slack channels in a multi-step pipeline.
And much more...

Who is CallRail + Monday.com integration for?

Performance marketers, sales managers, and operations teams rely on CallRail and Monday.com integration to eliminate manual data entry and keep tracking boards updated.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account managers
Account managers
Support operations leads
Support operations leads
Operations coordinators
Operations coordinators
Quality assurance leads
Quality assurance leads
📈
Performance marketers
You're running ad campaigns and tracking inbound leads in CallRail but your monday.com board only updates when someone manually exports submissions, so the row counts you're optimising against are always a few hours behind — with this integration, every new lead lands on the board instantly and your data stays current.
⚡
Sales managers
You need to assign inbound phone leads to reps immediately after a call ends, but delays in checking call logs mean prospects wait too long for a callback — automating both apps means every completed call creates a monday.com item instantly so your team can claim and work leads without missing a beat.
🤝
Account managers
You answer to clients who want to see project progress updated as soon as client calls conclude, but manual logging leads to gaps in your status reports — connecting these apps means every call record flows straight into your monday.com board so your client visibility is always accurate and up to date.
📊
Support operations leads
The volume of inbound support calls is too high for your staff to keep up by hand, resulting in lost ticket details and unassigned issues across boards — this integration means every phone call captured in CallRail generates a monday.com item automatically so no customer request ever slips through the cracks.
🔄
Operations coordinators
You depend on sales reps upstream to hand over call notes and customer details before you can start onboarding, but manual handoffs cause frustrating bottlenecks — automating both apps means every call completion instantly triggers the corresponding monday.com workflow so your operational handoffs happen without delay.
📋
Quality assurance leads
You need a reliable history of every inbound call and customer interaction, but manual record-keeping keeps leaving audit gaps in your project boards — with this integration, every completed call and form submission logs in monday.com reliably and your audit history remains complete.
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Why choose Integrately to automate Monday.com + CallRail

Build and manage your Monday.com + CallRail automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Monday.com + CallRail with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect CallRail to Monday.com?
Frequently Asked Questions
You can connect CallRail to Monday.com in 1 click using Integrately. Choose from 20 million+ templates or ask Integrately AI to build your workflow instantly.
Can I automatically create Monday.com board items from CallRail phone calls?
Frequently Asked Questions
Can I connect CallRail, Monday.com, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CallRail and Monday.com?
Frequently Asked Questions
How does CallRail handle inbound call data during integration?
Frequently Asked Questions
Can Monday.com trigger updates back to CallRail records?
Frequently Asked Questions
Do I need coding skills to automate CallRail and Monday.com?
Frequently Asked Questions
Is the CallRail and Monday.com integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect CallRail or Monday.com With 1500+ Other Apps

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Monday.com
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Sync monday.com with time tracking, document management, and reporting tools to keep project workflows moving forward.
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