How to Integrate Your Monday Account with KrispCall?
KrispCall’s and Monday’s integration makes it easier for your business to have productive conversations, assign tasks, create budgets, keep track of projects, monitor progress, and automate administrative work.
Moreover, this powerful integration💪enables you to capture leads, streamline customer service processes, and potentially expand your business.
So, without any further delays, let’s explore the features and benefits of this integration and some quick steps for integrating your Monday account with KrispCall.
The integration of KrispCall with Monday will provide you with several features that will be useful in your daily business’s telephone process. Some of the features are:
KrispCall integration with Monday will let you initiate calls directly from the Monday.com board without switching between applications to find contact information and dial numbers. Likewise, this integration will help you smooth your workflow and save time by making calls with a single click.
Furthermore, this feature facilitates your sales team to immediately connect with potential clients and impacts you clients care team, which can then help low on customer queries efficiently.
This integration of KrispCall with Monday automates the sync of your KrispCall data and Monday.com boards. The same goes for any adjustments you make to your call history or contacts; one will be accurate for the other.
Additionally, the manual data entry is eliminated from both systems apart from the accurate data collection. Thus, the chance of input errors and inconsistencies among the data are reduced. This way of data exchange makes your whole team more united and collaborative because anyone would be able to check the detailed call summaries anytime.
With the integration of KrispCall and Monday, you can have the prebuilt workflow recipes that are meant for the integration. For example, you can easily do automated actions for repeated tasks like sending reminders or receiving missed call notifications.
Another benefit of these ready-to-use methods is that they can be customized to address your business requirements. This functionality automates manual procedures and adds timely phone follow-up to the tasks, improving the team's productivity.
Integration of KrispCall+Monday will cause an automatic display of vital call information like caller ID, direction, time, and duration. In the same perspective, that eliminates the need for manual call logging, saves time, and ensures the accuracy of the data for the marketing team.
On the other hand, while the call logs can also be analyzed by using monday.com, this will lead to acquiring additional information on the call activity. The use of call data is vital as it allows you to predict trends, monitor outcomes, and measure the effectiveness of your team.
KrispCall and Monday’s integration provides a notes-logging feature that helps you capture and save call notes in your Monday.com boards alongside that corresponding call log. Similarly, this integration will allow you to record key takeaways, action items, and other important information from each call for future reference.
Moreover, this integration also helps you improve team collaboration by centralizing all call-related information and facilitating knowledge sharing by ensuring everyone involved has access to the context of each customer interaction.
When you integrate KrispCall with Monday, you will enjoy some benefits for your business. Some of the benefits include:
One of the benefits of integrating KrispCall with Monday is that you can automate data entry and eliminate the tiresome task of manually entering call data into both Monday and KrispCall.
Similarly, this integration automatically captures and syncs information, saving you time and reducing errors.
This integration benefits your business by helping you combine all your call-related data, including call logs, notes, and contact details, within your Monday dashboards.
Likewise, this centralized data location makes it easy to find the information you need when you need it.
KrispCall and Monday’s integration will help you strengthen your sales and marketing strategies. Apart from that, you can use KrispCall’s call data to spot trends and performance indicators on Monday.
Additionally, you may also evaluate the existing problems your business is dealing with and subsequently come up with creative marketing techniques to attract leads and convert them.
KrispCall integration with Monday gives you an automated process that lets you do the repetitive tasks of sending follow-up mail and an alert notice for missed calls.
On the other hand, this means you could get more time for strategic work and remain up-to-date with communication.
Integrating KrispCall and Monday allows you to share a record of all customer interactions on your Monday dashboards to create a collaborative environment.
Moreover, this transparency guarantees that everyone has access to the context of each call, which promotes better teamwork.
Step 1: Log in to your KrispCall account and Go to Settings.
Step 2: In the Settings menu, you'll find Integrations under App Settings. Click on it.
Step 3: Clicking this will bring up a list of business tools and CRM software you can integrate with KrispCall. To integrate KrispCall with Monday, click on the Connect → button just below Monday.
Step 4: Clicking on the Connect → button opens a new pop-up window asking you to accept or reject the integration of the Monday account you want to integrate with KrispCall on already login to the Monday account.
Step 5: After clicking the accept button, you will be redirected to the KrispCall application and the integration successful message will pop up on the screen.
After integrating Monday into krispcall, users can enable/disable different settings. Here first comes the general setting.
Point to remember: All the setting options for general and workflow settings will be on by default when the integration is done for the first time.
In the three dots of active integration, there are two options i.e. edit and delete.
Under edit, there comes a different list of settings.
The general setting opens at first after clicking the edit option Under general settings, there are now 3 settings options available.
Create new contacts for calls: Add new contacts to the address book in Monday. This option is used for one-way contact sync i.e.contact created in krispcall should be synced to Monday if the toggle is on.
Contacts 2-Way sync: Contacts added and updated in KrispCall must synchronize in Monday and vice versa. This option is used for two-way contact synced where contact created and updated in KrispCall should be synced to Monday and vice-versa when the toggle is on. Also, after toggling on the initial contact in Monday and KrispCall will be synced to each other.
Noted logging: Drop only notes in call details. This option is used to save/sync notes to Monday only when the toggle is on.
The workflow setting is present after the general settings.
By changing/clicking the mouse pointer the workflow setting options are opened.
Under workflow settings, there are 5 settings options available till now.
Log outgoing answered calls as Calls (engagements)/ Disabled. By making disabled the log of outgoing answered calls will not be saved/synced. By making calls (engagements) the log of outgoing answered calls will be saved/synced.
Log outgoing unanswered calls as Calls (engagements)/ Disabled. By making disabled the log of outgoing unanswered calls will not be saved/synced. And by making calls (engagements) the log of outgoing unanswered calls will be saved/synced.
Log incoming answered calls as Calls (engagements)/ Disabled. By making disabled the log of incoming answered calls will not be saved/synced. By making calls (engagements) the log of incoming answered calls will be saved/synced.
Log incoming unanswered calls as Calls (engagements)/ Disabled. By making disabled the log of incoming unanswered calls will not be saved/synced. And by making calls (engagements) the log of incoming unanswered calls will be saved/synced.
Log voicemails as: Calls (engagements)/ Disabled. By making disabled the log of voicemails will not be saved/synced. And by making calls (engagements) the log of voicemails will be saved/synced.
Log and assign an unassociated number as Contact/Lead: By making contact the log of the new number will be saved to contact. The call log of the new number will be saved to lead by making the lead.
The Connected numbers setting is present just after the workflow setting.
By changing/clicking the mouse pointer the connected numbers setting option opens.
Under connected numbers, there is only 1 option available till now.
Log phone calls for these phone numbers: The list of available numbers in the respective workspace will be shown in this option. This setting is used to ensure the log of selected numbers will only be saved on Monday.
Note: If no number is selected here then call logs will not be synced in the respective CRM
Moreover, this powerful integration💪enables you to capture leads, streamline customer service processes, and potentially expand your business.
So, without any further delays, let’s explore the features and benefits of this integration and some quick steps for integrating your Monday account with KrispCall.
Features You Will Get After Integrating Monday with KrispCall
The integration of KrispCall with Monday will provide you with several features that will be useful in your daily business’s telephone process. Some of the features are:
1. One-click Phone Calls
KrispCall integration with Monday will let you initiate calls directly from the Monday.com board without switching between applications to find contact information and dial numbers. Likewise, this integration will help you smooth your workflow and save time by making calls with a single click.
Furthermore, this feature facilitates your sales team to immediately connect with potential clients and impacts you clients care team, which can then help low on customer queries efficiently.
2. Two-way Data Synchronization
This integration of KrispCall with Monday automates the sync of your KrispCall data and Monday.com boards. The same goes for any adjustments you make to your call history or contacts; one will be accurate for the other.
Additionally, the manual data entry is eliminated from both systems apart from the accurate data collection. Thus, the chance of input errors and inconsistencies among the data are reduced. This way of data exchange makes your whole team more united and collaborative because anyone would be able to check the detailed call summaries anytime.
3. Prebuilt Recipes for Workflows
With the integration of KrispCall and Monday, you can have the prebuilt workflow recipes that are meant for the integration. For example, you can easily do automated actions for repeated tasks like sending reminders or receiving missed call notifications.
Another benefit of these ready-to-use methods is that they can be customized to address your business requirements. This functionality automates manual procedures and adds timely phone follow-up to the tasks, improving the team's productivity.
4. Smart Call Logging
Integration of KrispCall+Monday will cause an automatic display of vital call information like caller ID, direction, time, and duration. In the same perspective, that eliminates the need for manual call logging, saves time, and ensures the accuracy of the data for the marketing team.
On the other hand, while the call logs can also be analyzed by using monday.com, this will lead to acquiring additional information on the call activity. The use of call data is vital as it allows you to predict trends, monitor outcomes, and measure the effectiveness of your team.
5. Notes Logging
KrispCall and Monday’s integration provides a notes-logging feature that helps you capture and save call notes in your Monday.com boards alongside that corresponding call log. Similarly, this integration will allow you to record key takeaways, action items, and other important information from each call for future reference.
Moreover, this integration also helps you improve team collaboration by centralizing all call-related information and facilitating knowledge sharing by ensuring everyone involved has access to the context of each customer interaction.
Benefits of Integrating Monday with KrispCall
When you integrate KrispCall with Monday, you will enjoy some benefits for your business. Some of the benefits include:
1. Automate Data Entry
One of the benefits of integrating KrispCall with Monday is that you can automate data entry and eliminate the tiresome task of manually entering call data into both Monday and KrispCall.
Similarly, this integration automatically captures and syncs information, saving you time and reducing errors.
2. Provide Easy Access to Information
This integration benefits your business by helping you combine all your call-related data, including call logs, notes, and contact details, within your Monday dashboards.
Likewise, this centralized data location makes it easy to find the information you need when you need it.
3. Strengthen Sales and Marketing Strategies
KrispCall and Monday’s integration will help you strengthen your sales and marketing strategies. Apart from that, you can use KrispCall’s call data to spot trends and performance indicators on Monday.
Additionally, you may also evaluate the existing problems your business is dealing with and subsequently come up with creative marketing techniques to attract leads and convert them.
4. Streamline Workflow Management
KrispCall integration with Monday gives you an automated process that lets you do the repetitive tasks of sending follow-up mail and an alert notice for missed calls.
On the other hand, this means you could get more time for strategic work and remain up-to-date with communication.
5. Improve Team Collaboration
Integrating KrispCall and Monday allows you to share a record of all customer interactions on your Monday dashboards to create a collaborative environment.
Moreover, this transparency guarantees that everyone has access to the context of each call, which promotes better teamwork.
How to Integrate Monday with KrispCall?
Step 1: Log in to your KrispCall account and Go to Settings.
Step 2: In the Settings menu, you'll find Integrations under App Settings. Click on it.
Step 3: Clicking this will bring up a list of business tools and CRM software you can integrate with KrispCall. To integrate KrispCall with Monday, click on the Connect → button just below Monday.
Step 4: Clicking on the Connect → button opens a new pop-up window asking you to accept or reject the integration of the Monday account you want to integrate with KrispCall on already login to the Monday account.
Step 5: After clicking the accept button, you will be redirected to the KrispCall application and the integration successful message will pop up on the screen.
Integration setting
After integrating Monday into krispcall, users can enable/disable different settings. Here first comes the general setting.
Point to remember: All the setting options for general and workflow settings will be on by default when the integration is done for the first time.
1. General Settings
In the three dots of active integration, there are two options i.e. edit and delete.
Under edit, there comes a different list of settings.
The general setting opens at first after clicking the edit option Under general settings, there are now 3 settings options available.
Create new contacts for calls: Add new contacts to the address book in Monday. This option is used for one-way contact sync i.e.contact created in krispcall should be synced to Monday if the toggle is on.
Contacts 2-Way sync: Contacts added and updated in KrispCall must synchronize in Monday and vice versa. This option is used for two-way contact synced where contact created and updated in KrispCall should be synced to Monday and vice-versa when the toggle is on. Also, after toggling on the initial contact in Monday and KrispCall will be synced to each other.
Noted logging: Drop only notes in call details. This option is used to save/sync notes to Monday only when the toggle is on.
2. Workflow settings
The workflow setting is present after the general settings.
By changing/clicking the mouse pointer the workflow setting options are opened.
Under workflow settings, there are 5 settings options available till now.
Log outgoing answered calls as Calls (engagements)/ Disabled. By making disabled the log of outgoing answered calls will not be saved/synced. By making calls (engagements) the log of outgoing answered calls will be saved/synced.
Log outgoing unanswered calls as Calls (engagements)/ Disabled. By making disabled the log of outgoing unanswered calls will not be saved/synced. And by making calls (engagements) the log of outgoing unanswered calls will be saved/synced.
Log incoming answered calls as Calls (engagements)/ Disabled. By making disabled the log of incoming answered calls will not be saved/synced. By making calls (engagements) the log of incoming answered calls will be saved/synced.
Log incoming unanswered calls as Calls (engagements)/ Disabled. By making disabled the log of incoming unanswered calls will not be saved/synced. And by making calls (engagements) the log of incoming unanswered calls will be saved/synced.
Log voicemails as: Calls (engagements)/ Disabled. By making disabled the log of voicemails will not be saved/synced. And by making calls (engagements) the log of voicemails will be saved/synced.
Log and assign an unassociated number as Contact/Lead: By making contact the log of the new number will be saved to contact. The call log of the new number will be saved to lead by making the lead.
3. Connected Numbers
The Connected numbers setting is present just after the workflow setting.
By changing/clicking the mouse pointer the connected numbers setting option opens.
Under connected numbers, there is only 1 option available till now.
Log phone calls for these phone numbers: The list of available numbers in the respective workspace will be shown in this option. This setting is used to ensure the log of selected numbers will only be saved on Monday.
Note: If no number is selected here then call logs will not be synced in the respective CRM
Updated on: 07/05/2024
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