Integrating Ringover into Monday.com – Ringover Help Center

Monday.com is a web and mobile project management application. It offers a sales CRM, and project management functionalities (dashboards, Kanban, Gantt, automated workflows, etc.) for all types of businesses. With the Ringover integrated into Monday, you’ll be able to:

Easily pull up your calls and SMS messages connected in Monday.com.
Identify who is calling you and quickly access the contact's information thanks to our contact syncing feature
Tag and comment on calls in Ringover and pull up the tagged and commented call in Monday.com
You can find your call recordings in Monday.com
Find the contact file report

Now, let’s move on to integrating the tool 📳

Prerequisite:

You’ll need a Ringover Business or Advanced account in order to benefit from this integration.
The integration should be installed by a Ringover administrator account.
Integration should be installed by a Monday.com administrator account.

Activation

Click the following link to install the Monday app: https://auth.monday.com/oauth2/authorize?client_id=b0de127d18ec29f6bcad33d9251c3dc9&response_type=install

💻Head over to your Ringover Dashboard, click on “Activate” opposite “Monday” and then click on “Authorize”:

Configuration in Ringover

By default, the integration will be activated for all agents using the same email address for Ringover and Monday.com. You can also pair accounts with different emails (click on Manage users):

Your Ringover call logs can be displayed in two different places in Monday!

Firstly, in the “Update” tab of a contact/prospect record, to do this, activate the following setting

Then, “map” or pair the columns of the Monday table listing your contacts/prospects and Ringover data using this matrix:

Secondly, in a table

If you want to log Ringover calls in a Monday table, we recommend that you create a table with the following columns (in this order):
Name; Direction; Status; External number; Contact links; Ringover number; Agent; Answered; Hung up; Note; Tag; Record URL; Call ID; message

To do this, activate the following setting

Then, "map" or pair the columns of the table with Ringover call data using this matrix:

There you go, your integration is all sorted! 🎉

Contact Synchronization Limitations

Please note that the current integration only supports mapping of a single phone number column per contact. If your contacts have multiple phone numbers (2-3 numbers), only one number can be synchronized between Ringover and Monday.com. Our team is evaluating the possibility of adding multi-number mapping as a future feature.

Troubleshooting Integration Errors

If you encounter a black page with the error {'error':'invalid_scope','error_description':'Invalid scope param'} during integration, ensure you've properly activated the integration link for Monday.com as shown above. This error typically occurs when the activation process is incomplete.

For other integration issues, verify that:

You have the correct credentials for both platforms
You have necessary admin permissions in both Ringover and Monday.com
Your internet connection is stable

If problems persist, contact Ringover support with a screenshot of the specific error message.