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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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