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How to integrate Ringover with Monday.com

  • Updated

The Ringover integration with Monday.com connects your phone communications directly with your project and CRM boards, enabling automatic logging of calls, recordings, and SMS messages. In this guide, you’ll learn how to install the Monday app, activate Ringover, match team members, and troubleshoot common connection errors.

Prerequisites

  • An active Ringover Business account or higher.
  • Administrative permissions on your Ringover Dashboard.
  • An administrator account in Monday.com.

Connect and configure Monday.com integration

1. Install the Ringover application in Monday.com

Authorise the Ringover app directly inside your Monday.com workspace using the official installation link.

  1. Open the installation link: Monday.com Ringover App Authorization.
  2. Select your Monday.com workspace if prompted.
  3. Click on Install to complete the application setup.
  4. Click on Authorize to grant required account permissions.

2. Activate the integration in Ringover

Authorise the connection between Monday.com and Ringover directly from your dashboard.

  1. Log in to your Ringover Dashboard.
  2. Go to Store > Integrations.
  3. Locate Monday and click on Activate.
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3. Configure user mapping and contact synchronisation

Pair team member profiles and define how customer contacts and communication data sync.

  1. Call types: Manage and filter categories for inbound, outbound, or missed calls via "Manage call types".
  2. Include recordings in call logs: Select which audio recordings (e.g., "All files") are attached to call logs.
  3. Restrict access to recordings: Toggle switch to limit user access permissions for audio recordings.
  4. Phone numbers: View and manage connected phone lines or select specific numbers.
  5. SMS messaging numbers: Select and manage phone numbers designated for SMS messaging via "Select numbers".
  6. Link users with an account: Map Monday users or team members to their corresponding system account via "Manage users".
  7. Assign missed IVR calls to: Designate a specific user or team member (e.g., "Add user") to assign unhandled IVR calls.
  1. Log internal calls: Toggle switch to automatically log internal team calls within Monday.
  2. Include Empower summaries and transcripts in call logs: Toggle switch to attach AI transcripts and call summaries to call logs.
  3. Include scenario name in call logs (for incoming IVR calls): Toggle switch to append the specific IVR scenario name to incoming call logs.
  4. Logs display language: Select the language used to display call log information (e.g., "en").
  5. Custom URL: Specify a custom workspace domain or endpoint URL (e.g., https://ringover-group.m).
  6. Use tags to update the "Lead status" field: Toggle switch to update the Monday "Lead status" field automatically using assigned tags.
  7. Display call tags and notes: Toggle switch to display assigned tags and notes alongside call logs.
  8. Log SMS message content: Toggle switch to include full text content when logging SMS messages.
  9. Log activities in "Updates" tab: Select whether interaction activities are posted into the item "Updates" section (e.g., "None").
  1. Event to sync in the log board: Choose which communication events trigger an entry in the designated log board (e.g., "None").
  2. Sync SMS messages in the call log board: Toggle switch to record SMS messages alongside calls within the primary call log board.
  3. Log activities in “Emails and Activities”: Toggle switch to log interactions directly into Monday's "Emails and Activities" app widget.
  4. Contact board column mapping in Monday.com: Configure column associations for contact boards via "Manage mapping".
  5. Call log board column mapping in Monday.com: Configure column associations for call logging boards via "Manage mapping".
  6. SMS message log board column mapping in Monday.com: Configure column associations for SMS logging boards via "Manage mapping".
  7. Log WhatsApp messages in Updates: Toggle switch to record WhatsApp interactions directly into item updates.
  8. Create contact for WhatsApp messages: Toggle switch to automatically generate new contacts from WhatsApp conversations.
  9. Sync contacts (v4): Toggle switch to enable general contact synchronisation with Monday.

FAQ

Why do I see a black page with the error "invalid_scope"?

The error {'error':'invalid_scope','error_description':'Invalid scope param'} indicates an incomplete installation. Click the dedicated installation link in Step 1 to install the Monday app before clicking Activate in your Ringover Dashboard.

What should I check if general integration errors occur?

Verify the following checklist:

  1. Confirm you have valid login credentials for both platforms.
  2. Verify administrator permissions on both your Ringover and Monday.com accounts.
  3. Ensure your internet connection is stable.
  4. If problems persist, contact Ringover support with a screenshot of the specific error message.

🎉 You now know how to connect and configure the Monday.com integration and can manage all your customer calls, notes, and SMS logs directly within your project boards!