monday.com integration: find every request in your tracking tool.
Léa checks your contacts and adds the summary of each conversation to monday.com. Your team picks up with the details collected. From Pro, depending on the actions you allow.
Available in France today. Coming soon to the UK and Europe.
- Contact
- Sophie M.
- Status
- Qualified lead
- Summary
- 12 workstations, end of quarter
- Tag
- Appointment
A customer asks how their project is going,
the answer comes from monday.com.
- Before
A customer calls back about their project
They want to know where their request stands. Léa answers on behalf of your agency.
LéaPhone - During
Léa checks monday.com
She reads the status on the record and answers with what she finds there. For anything else, she notes the question.
LéaPhoneFrom Pro - After
The project manager is informed
The call summary is added to monday.com, and a workflow, a chain of automatic actions, alerts the person in charge.
LéaPhoneFrom Pro
Your monday.com tracking,
fed by every call.
Many teams track their customers and projects in monday.com. The phone, though, stayed on the sidelines. With Starleads, what Léa hears reaches the tool your team already works in.
The agent can read a record, create a contact and update a status. It also files the summary and the category, which shows what the call was about. You grant these rights agent by agent.
A newly created lead can also trigger a call from Léa. It goes through an inbound webhook, an automatic data transfer, then through a workflow. See lead follow-up, the Pipedrive integration and all the integrations.
Your questions,
straight answers.
In short. With the monday.com integration, Léa checks the contact’s record before the conversation. Afterwards, she adds the status, the summary and the category of the call. In our customers’ tools, more than 30,000 automatic actions have already followed a conversation.
Another question?Write to us The integrations catalogue in your workspace offers monday.com: you authorise the connection there. You then choose which agents have access to it.
Yes. When testing, you can simulate the agent’s tools: no record is actually changed.
No. To connect monday.com to your agents, choose Pro, at €239 excl. VAT a month with a 12-month commitment, or Business.
Starleads is coming to the UK and Europe.
Starleads is available in France today. Join the waitlist and we’ll email you as soon as it opens in your country.