Integrating CircleLoop with Monday.com

The Monday.com integration allows you to import your Monday contacts into CircleLoop, as well as notifying you in Monday about CircleLoop interactions.

What Does Monday.com Integration Do?

Synchronise Contacts from Monday to CircleLoop

monday-sync

The Monday integration imports contact information from your Monday team members.

As you add or remove team members in Monday.com, those details will be synchronised with CircleLoop daily.

Notify you of Call Activities, Call Recordings and SMS Messages with Monday.com Notifications

monday-logging

When you make a call to a Monday team member through CircleLoop, information related to that call is logged and sent as a notification in Monday.com. Additionally, CircleLoop will notify you about missed calls and SMS messages.

monday-notification

Installing the Monday.com Integration

Navigate to the CircleLoop integrations menu by either:

Find the Monday.com integration and click Install.

monday-install

Review the required permissions and click ‘Authorize’.

monday-permissions

The Monday.com integration will now install and connect your Monday account with CircleLoop. After a few moments, a message will appear notifying you that the integration was successfully installed.

Monday.com Contacts in CircleLoop

CircleLoop helps you recognise which of your contacts were imported from Monday.com by tagging them.

monday-contact

By viewing a contact’s details, you can navigate directly to their information in Monday.com by clicking on ‘View in Monday’.

monday-external-contact

Frequently Asked Questions

How do I disconnect CircleLoop from my Monday.com account?

To remove the Monday integration, navigate to the CircleLoop integrations by either:

Scroll to the Monday integration and click ‘Uninstall’. After a few moments, you will see a message notifying you that the integration was uninstalled successfully.

Contacts that were previously imported from Monday.com will now be removed from CircleLoop.