I’m reaching out because my team is in dire need of a phone dialer and text integration that can integrate seamlessly with Monday. I know there are a few out there, but it seems rather limited to just a few. Looking for recommendations, pros/cons of each integration that companies are using.
The usage we need is to be able to dial directly from Monday, with that we would like to record our conversations and store them in Monday, as well as having a text record for any SMS messages we send/receive.
Having some difficulty finding the correct integration that we need and it is just wasting time with all the trial integrations just in setting them up.
Hello,
Here are some of the top phone dialer and text integrations that work seamlessly with Monday.com, along with their pros and cons:
Twilio Integration via Integromat/Make or Zapier
Pros:
Highly customizable for both calls and SMS.
Allows you to store call recordings and SMS records directly in Monday.
Scales well for businesses of different sizes.
Cons:
Requires some technical expertise to set up.
Costs can add up, depending on usage and the automation platform.
Aircall
Pros:
Native integration with Monday.com.
Records calls and logs them automatically into Monday boards.
Offers features like call tagging and SMS capabilities.
User-friendly interface and robust analytics.
Cons:
Pricing can be steep for smaller teams.
SMS integration might require additional setup or tools.
JustCall
Pros:
Direct integration with Monday.com.
Supports voice calls, call recording, SMS, and MMS.
Easy to set up and user-friendly.
Includes features like auto-dialing and voicemail drops.
Cons:
Advanced features may require premium plans.
Some users report occasional syncing issues.
RingCentral
Pros:
Comprehensive communication suite (calls, SMS, video conferencing).
Integrates with Monday using third-party connectors or custom setups.
Secure and reliable with high-quality voice services.
Cons:
Can be overkill if you only need calls and SMS.
Requires third-party automation for deeper Monday integration.
Zapier Automations with Any Phone Provider
Pros:
Works with providers like Google Voice, Vonage, and others.
Enables automation for call logging and SMS storage in Monday.
Flexible and can be tailored to specific needs.
Cons:
No direct integration; requires external automation tools.
Setup can be time-consuming.
HubSpot Calling & SMS Add-On
Pros:
If you’re already using HubSpot, this integrates seamlessly with Monday through its CRM sync.
Logs calls, SMS, and email in one place.
Provides call recording and tracking features.
Cons:
HubSpot costs can escalate quickly if using premium tools.
Requires syncing between Monday and HubSpot, which can add complexity.
Recommendation:
If you’re looking for a direct, user-friendly integration, JustCall or Aircall are excellent choices for dialing, SMS, and recording functionality within Monday. If you’re open to a bit of customization, Twilio with automation platforms like Integromat or Zapier offers unmatched flexibility.
Would you like more details on how to set up any of these?
I hope u find good answer.
Best Regards
jakc
Hi @dmccarthy22710 no I have not just yet. We trialed out one of the integrations (I think it was Just call) but it turns out that it uses extensive RAM on the computer so we had to look for more options. We cant be the only one who needs a Phone/Text option, we would like to record the calls as well as be able to text from within Monday.
Its cumbersome to constantly have to do updates in Monday. Really hope someone has solved this problem, should be a pretty common issue for anyone with a CRM.