Monday.com Integration Setup Guide

Connecting Monday.com with CallHippo lets you sync contacts, log calls and SMS as board updates, and keep your team’s follow-ups moving without leaving your CRM. Follow the steps below to set it up.

Before you begin

• Who can integrate: Any CallHippo user with admin or owner access.
• Permissions needed: Admin rights on both your CallHippo and Monday.com accounts.
• Prerequisite: An active Monday.com account.
• Monday.com contacts sync to the CallHippo dialer when a Click-to-Call action is performed on that contact.

Modules included in the integration

• Contacts
• Leads

Set up on the Monday.com side

1. Log in to your Monday.com account.
   
2. Install the CallHippo app from this link: Install CallHippo on Monday.com. To limit the app to a specific workspace, choose Specific Workspaces and select the workspace you need; otherwise leave All Workspaces selected and click Install.
   
3. Note down your Monday.com domain from the browser address bar — you’ll need it in a later step.
   

Set up on the CallHippo side

1. Log in to your CallHippo account.
   
2. Go to the Integrations section of the CallHippo dashboard.
   
3. Find the Monday.com integration and click Connect.
   
4. Enter your Monday.com account domain and click Connect Now to authorize your account.
   
5. On the Monday.com authorization screen, review the permissions and click Authorize.
   
6. Once authorized, the integration status will show as Integrated.
   

What gets synced

Contacts: Contacts with phone or mobile details in Monday.com sync gradually to CallHippo.

Call activity: Call logs for calls made through the CallHippo dialer are synced as “updates” to the matching item on your Monday.com boards, including details such as:

• Call type (e.g. Outgoing)
• To and From numbers
• Call status (e.g. Completed)
• Call time and duration
• Call notes
• Call recording URL

SMS activity: SMS sent through the CallHippo dialer is synced to the contact’s update section in Monday.com, including sender, recipient, direction, time, and message text.

View call and SMS activity

1. Select the contact in Monday.com and click Open.
   
2. Go to the Updates section to see the logged call and SMS activity.
   

Limitations

• Boards created after the integration is set up won’t have contact-sync capability. To enable syncing on new boards, reintegrate Monday.com.

Enable Click to Call

Install the CallHippo Click-to-Call Chrome extension to place outbound calls directly from Monday.com. Get it here: CallHippo Click-to-Call Chrome extension.