The Capable Aircall Integration app can be used to integrate your Aircall phone system with monday.com - in particular with the monday.com CRM.
Quick start
- Install the app from the marketplace
- Set up one or more of the features below
Contact Syncing
Setup video:
How to use the app
The app is designed to be used such that:
- You create your contacts in a monday.com board. These contacts are then 2-way synced to Aircall.
- Contacts created in Aircall are not synced to monday.com
- We recommend that you do not use the contact book in Aircall, since this will create duplicate contacts.
- Your call events are synced to the “emails and activity” section of monday.com’s CRM
The app is designed to work best with the monday.com CRM, but if you just want contact syncing, that can work without the CRM.
1. Account Connections
In order to set up the app, the app needs to request an account connection from both monday.com, and Aircall.
To connect, simply click the “Connect” button for each account in turn and follow the instructions to authorize.
Upon connecting both accounts, click “enable” to enable the integration. This will setup the app to sync contacts , subject to the settings below.
You need to be a “company admin” in Aircall to have suitable permissions for setting up the integration. Please see the Aircall documentation for how to do that. If you are not a company admin, you will see a warning after connecting. At that stage, either a company admin needs to give you more permissions, or complete the setup for you.
All “Emails and activity” entries will show as being by the person who has authenticated to monday.com. This is a limitation of monday.com which they are working to address in 2025. In future, the activities will show as being created by the app.
2. Sync settings
Setting up the sync simply requires selecting the board you want to sync from, and mapping columns.
Specific notes on columns:
- Whereas monday.com has a “name” column, Aircall has seperate fields for first/last name. The app attempts to split names, assuming that the first word is the first name, and the rest are the last name. Normally you want to map the name column to the “first name” in the settings.
Please see FAQ for specifics on the syncing mechanism.
When you have set up syncing, the app will start syncing changes from that point forward - this means that existing contacts in your board will not be synced until they have a column update. Please contact us if you want to be able to sync existing contacts.