> ## Documentation Index
> Fetch the complete documentation index at: https://docs.talkchief.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect monday.com to log TalkChief calls automatically

> Set up the TalkChief app for monday.com: log every call on a TalkChief Calls board linked to your monday CRM contacts, with agent, result and recording.

The TalkChief app for monday.com logs every TalkChief phone call in your monday.com account without anyone typing it in. You connect once with your monday.com login, with no API tokens to copy. TalkChief then creates a **TalkChief Calls** board, and each finished call becomes an item on it with its result, talk time, agent and recording, linked to the matching contact in monday CRM.

## What the app does

* **Logs every external call**: inbound and outbound calls become items on the **TalkChief Calls** board. Calls between two TalkChief extensions are not logged.
* **Links the call to the contact**: in monday CRM accounts, TalkChief looks up the caller's number (or the number you dialed) in the phone column of your **Contacts** board and links the call item to that contact.
* **Creates contacts for new numbers**: when no contact has the number, TalkChief adds one to your **Contacts** board with the number and the caller ID name. You can turn this off.
* **Adds the call to the contact's timeline**: in monday CRM accounts, each linked call also appears on the contact's **Emails & Activities** timeline as a **TalkChief call** activity.
* **Shows the agent**: the call's **Agent** column is set to the monday.com user whose email matches the TalkChief agent's email.
* **Adds the recording**: when the call was recorded, the item links to the recording.

### The TalkChief Calls board

When you connect, TalkChief creates the **TalkChief Calls** board in your account. In monday CRM accounts it goes in your CRM workspace. Each call is one item:

| Column | What TalkChief puts there |
| - | - |
| Item name | **Inbound call from** or **Outbound call to**, followed by the other party's number |
| Result | **Answered**, **Voicemail**, **Busy**, **No answer**, **Missed** or **Failed** |
| Direction | **Inbound** or **Outbound** |
| Phone number | The other party's number |
| Call time | When the call started |
| Talk time (sec) | Talk time in seconds |
| Agent | The agent's monday.com user, when their emails match |
| Agent name | The agent's name and extension in TalkChief |
| Recording | A **Play recording** link, when the call was recorded |
| Call ID | TalkChief's ID for the call, for support requests |
| Contact | The matching contact on your **Contacts** board (monday CRM accounts only) |

You can rename the board, its columns and its labels, move the board, and add your own columns. If you delete the board or one of its columns, TalkChief creates it again with the next call.

### The timeline entry

In monday CRM accounts, a call linked to a contact also appears on that contact's **Emails & Activities** timeline. The entry shows the same title as the item, the result, talk time and agent, the phone number, a link to the recording when there is one, and **Logged by TalkChief**.

Calls usually appear in monday.com within a few minutes of hanging up.

## Before you start

* You are a **company admin** in TalkChief.
* In monday.com, the TalkChief app must be installed in the account you connect. If you are an account admin and the app is not installed yet, monday.com asks you to install it while you connect. Otherwise, ask an account admin to install it first.
* To link calls to contacts and add timeline entries, the account needs **monday CRM** with a board named **Contacts** that has a phone column. Without monday CRM, calls are still logged on the **TalkChief Calls** board.
* One monday.com account can be connected to one TalkChief company.

## Connect monday.com

**1. Open Integrations in TalkChief**

In the TalkChief web app, select **Integrations** under **Configuration** in the sidebar. The page opens on the **CRM** tab.

**2. Start the connection**

On the **monday.com** card, select **Connect**. TalkChief sends you to monday.com.

**3. Sign in to monday.com and choose the account**

Sign in with your monday.com login. If you belong to more than one monday.com account, choose the one to connect. If the TalkChief app is not installed in that account yet, monday.com takes you through installing it first (account admins only).

**4. Approve access**

monday.com shows the access TalkChief asks for (see [Data TalkChief uses in monday](#data-talkchief-uses-in-monday)). Approve it.

**5. Confirm in TalkChief**

monday.com sends you back to **Integrations** in TalkChief. A message confirms that monday.com is connected, and the card moves to your connected integrations with a **Connected** label. The **TalkChief Calls** board appears in your monday.com account.

**6. Test with a real call**

Make or receive a call with TalkChief. A few minutes after you hang up, open the **TalkChief Calls** board and check that the call is there. In monday CRM, also open the contact and check its **Emails & Activities** timeline.

## Choose what gets logged

On the connected monday.com card in **Integrations**, select the settings (gear) icon. The settings window shows the connected monday.com account and three switches you can change at any time. Each change applies to calls that end afterwards.

| Setting | On (default) | Off |
| - | - | - |
| **Log calls** | Every external call is logged | Nothing is logged, and the connection stays in place |
| **Log missed calls** | Busy, unanswered, cancelled and voicemail calls are logged too | Only answered calls are logged |
| **Create contacts for new numbers** | Unknown numbers get a new contact on your **Contacts** board | Calls from unknown numbers are logged without a contact |

## Data TalkChief uses in monday

When you connect, you allow TalkChief to:

| Access | Why |
| - | - |
| Read your profile and account information | Identify the monday.com account you connected and find your monday CRM workspace |
| Read boards | Find your **Contacts** board and the contact whose phone number matches the call |
| Change boards | Create the **TalkChief Calls** board and its columns, add each call, add contacts for new numbers (only while **Create contacts for new numbers** is on) and add timeline entries |
| Read users | Match the TalkChief agent to their monday.com user by email |

TalkChief writes calls, new contacts and timeline entries. It does not change your other boards or items, and it does not copy your monday.com data into TalkChief.

> [!NOTE]
>
> monday.com limits how many API requests apps outside its marketplace can make for each account per day: 200 on Free, 1,000 on Standard and Basic, 10,000 on Pro and 25,000 on Enterprise plans. Each logged call uses about three or four requests. When your account reaches the limit, TalkChief keeps the calls and logs them after the limit resets at midnight UTC.

## Disconnect monday.com

To stop logging calls and remove TalkChief's access, open **Integrations** in TalkChief and select the trash icon on the monday.com card (or **Disconnect** in its settings window), then confirm.

When you disconnect:

* Calls are no longer logged in monday.com. Calls that were waiting to be logged are dropped.
* TalkChief revokes its access to your monday.com account.
* The **TalkChief Calls** board, the calls on it, contacts TalkChief created and timeline entries stay in monday.com. Nothing is deleted from monday.com.

You can connect again at any time. If you reconnect the same monday.com account, TalkChief keeps using the same **TalkChief Calls** board.

## Remove the app from monday.com

You can also remove the TalkChief app from your monday.com account. After that, calls stop being logged and the monday.com card in TalkChief shows **Reconnect needed**. Everything already in monday.com stays there. To remove the connection from TalkChief too, disconnect it on the monday.com card.

## Troubleshooting

> [accordion] The monday.com card asks me to reconnect
>
> The card shows **Reconnect needed** when TalkChief lost access to monday.com, usually because the app was removed from the account or its access was revoked. Select **Reconnect** and approve access again. Calls that ended in the meantime are logged once you reconnect, as long as you reconnect within 7 days.

> [accordion] I cancelled on the monday.com screen, or connecting did not finish
>
> Nothing was connected. Select **Connect** on the monday.com card again. If monday.com asks you to install the app and you are not an account admin, ask an admin to install the TalkChief app first.

> [accordion] This monday.com account is already connected to another company
>
> A monday.com account can be connected to only one TalkChief company, so that each company's calls stay in its own account. Disconnect it from the other TalkChief company first, or connect a different monday.com account.

> [accordion] Calls are not linked to contacts and there is no timeline entry
>
> Linking and timeline entries need monday CRM and a board named **Contacts** with a phone column, found when you connected. Check that the contact has the caller's number in that phone column. If **Create contacts for new numbers** is off, calls from unknown numbers are logged without a contact. If you added monday CRM after connecting, contact TalkChief support.

> [accordion] A call has no agent
>
> The **Agent** column is set only when the agent's TalkChief email matches a monday.com user's email. Use the same email in both, or invite the agent to your monday.com account. The **Agent name** column always shows the TalkChief agent.

> [accordion] The phone number column is empty
>
> monday.com accepts only numbers it considers valid for their country. For other numbers, TalkChief leaves the column empty; the number is still in the item name.

> [accordion] Calls arrive late or stop for the rest of the day
>
> Your monday.com account may have reached its daily API limit (see [Data TalkChief uses in monday](#data-talkchief-uses-in-monday)). The calls are kept and logged after the limit resets at midnight UTC.

> [accordion] A recording does not play
>
> The recording link is added only when the call was recorded. Check that call recording is on for that number or team in TalkChief.

For anything else, contact TalkChief support at [support@talkchief.io](mailto:support@talkchief.io).


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