Multi-board lookup
Phone and email lookup across the boards you choose, with column mapping.
3CX + monday.com CRM integration
Hosted Connector
Connect phone activity to the way your monday boards work. Your team has already organized its work in monday. Connect supported 3CX calls and chats to the relevant items, boards and activity history using mappings and rules that reflect that structure.
Choose where the information belongs
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Automatic creation
Items created by call direction, with a target board and a name template.
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Where conversations are logged
Calls and chats are logged to one or more boards, to item activities, or both.
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Conditional rules
Conditional logging per board based on DID, source board, agent, queue or call direction.
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Bulk import
Import your boards in bulk and turn on the option that reports all calls.
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3CX AI analysis
When 3CX AI analysis is enabled, the transcript, summary, sentiment and recording link are added to the logged activity.
How it works
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Connect
We connect your monday.com account with an API token.
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3CX template
The CRM template is uploaded to your 3CX.
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Boards and columns
We import your boards and map the columns.
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Rules
We set the auto-create rules and logging conditions.
Integration features
- Caller lookup Yes
- Identify the caller and display their record on incoming and outgoing calls.
- Email lookup Yes
- Find contacts by email address for live chat and email conversations.
- Contact search Yes
- Search your CRM from the 3CX dialler and contacts page.
- Create contact Yes
- Create a CRM record straight from the 3CX client.
- Call logging Yes
- Every call is logged in the CRM when it ends.
- Chat and SMS logging Yes
- Chat conversations and SMS are logged when they close.
- 3CX AI analysis Yes
- When 3CX AI analysis is enabled, the transcript, summary, sentiment and recording link are added to the logged activity.
Before setup
We confirm your 3CX version and licence, required API access, application permissions and selected features. Advanced call control, Click2Call, routing and AI functions can have additional requirements. The product’s available settings determine which records and events are processed.
Frequently asked questions
Our boards are customized. Is that a problem?
The connector maps your boards and columns to your 3CX configuration. We review their structure with you, then import the boards and map the columns.
How are callers identified?
The connector searches for the phone number or email address in the boards you choose, based on your column mapping. The matched record appears in 3CX, and your agents can also search manually.
What happens when the caller is unknown?
The connector can create an item automatically based on call direction: inbound, outbound or both. You choose the target board and a name template for new items.
Where are calls logged?
To one or more boards, to item activities, or both, based on your conditions. 3CX chats can be logged the same way, so calls and conversations stay together.
Can we log only certain calls?
Yes. Conditions per board filter by DID, source board, agent, queue or call direction. Conversely, an option lets you log every call.
Is AI analysis included?
Yes. 3CX built-in AI analysis (transcription, summary, sentiment and recording link) is included in the logged activity when it is enabled on your 3CX. Your team can read the call summary directly in monday.com.
What happens if we add boards?
Boards can be imported in bulk, then their columns mapped in the connector. Because it is a hosted service, we can adjust the configuration as your CRM evolves.
What are the requirements?
You need 3CX V20 Pro or AI with CRM integration enabled, along with a monday.com API token. We review your monday.com plan and boards with you before go-live.
Connect the conversation to your next step
Show us how your team uses monday and what should happen after a call or chat. We’ll help configure the relevant boards, columns and rules.
Your monday.com CRM inquiry
Request a demo or a quote, or send us your questions.
Posts about monday.com CRM
IntegrationsConnecting 3CX to a CRM: what to check before you start
Caller lookup, activity logging and click-to-call are different capabilities. Learn how to describe the workflow you need and check which parts a specific integration supports.
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