The Capable Dialpad Integration app can be used to integrate your Dialpad phone system with monday.com - in particular with the monday.com CRM.

Quick start

  1. Install the app from the marketplace
  2. Set up one or more of the features below

Contact Syncing + Call tracking

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 Dialpad.
  • Contacts created in Dialpad are not synced to monday.com
  • We recommend that you do not use the contact book in dialpad, 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 dialpad.

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 and call tracking, subject to the settings below.

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:

  1. Whereas monday.com has a “name” column, Dialpad 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.
  2. Check the “Enable call logging…” option in order for call tracking events to show up for synced contacts.

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. We are working on a feature to sync existing contacts, but it is not currently available.

Click-to-call feature

Dialpad supports the use of “click to call” urls which the capable dialpad integration app can use to automatically dial a phone number when clicked on.

This can be useful if you are making many calls want to save time on having to make multiple clicks to call a lead or client.

Please see the following video for a detailed setup guide:

FAQ

Please see the FAQ for more information.

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