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With this integration, you will be able to make phone calls using VOCPhone in Monday.com CRM and Import your Salesforce contacts in the Vocphone portal.
Prerequisite/Requirement
Your have to install the VOCPhone App Package
Integrated Monday in VOCPhone Marketplace.
You have to set the user(extension) that your Monday account will use to make phone calls.Your have to install the
Setup
Installing the Monday-VOCPhone App Package
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Setup
Subscribing to Monday Integration
After clicking the Proceed button, you need to login to your monday account and authorize the app.
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Installing VOCPhone App Package
After a success message from the integration. You need to install the package app to your monday account.
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to your monday.com account
IMPORTANT! You need to install the Monday-VOCPhone app package first before subscribing to monday.com integration.
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Click the “Install Monday App“ button.
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This will open a new window to the app installation page to your monday.com account and click Install
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After successful app install go back to vocphone customer portal and click the Proceed button.
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It should take you to this page where you can Authorize the integration.
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A success message should appear that the integration has been enabled and close the window.
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Assigning VOC user(extension) to Monday user
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