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Integrating Monday CRM and OpenPhone for SMS Texting and Call Recordings

Discover how to seamlessly integrate OpenPhone, a versatile texting software, with Monday.com CRM. In this video, you'll learn how to set up automations using Zapier to manage incoming and outgoing SMS, as well as call recordings, directly within the updates section of a contact in Monday.com. Our detailed walkthrough includes step-by-step instructions on setting up triggers, configuring actions, and ensuring smooth data flow between OpenPhone and Monday.com. Join us as we demonstrate the process with a real-time example, showcasing how SMS and call data automatically appear in Monday.com. We also share insights about our company, Connex, an agency specializing in automations and integrations, and offer a free discovery call to help tailor this integration to your business needs. Stay tuned for more episodes where we'll cover sending SMS from Monday.com and syncing contacts between Monday.com and OpenPhone. Don't forget to check out the links in the description for discounts and further information. Check this video on our website: https://connex.digital/blog/how-to-in... 👨‍💻 Follow us on Linkedin   / connexdigital   👨‍💻 Follow us on YouTube    / @connex-digital   👉 Need help implementing this workflow? Schedule a free consultation here https://connex.digital/book/yt