Integrating Monday.com with OpenPhone : Contacts
Connex - Automation and Integrations Connex - Automation and Integrations
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 Published On Sep 12, 2024

🎥 Integrating Monday CRM Contacts with OpenPhone Using Zapier: A Step-by-Step Guide

In this video, I show you how to automatically create contacts in OpenPhone whenever you add a new contact to your Monday.com CRM using Zapier. This simple integration will save you time and ensure your contact information is always up-to-date across both platforms.

🕒 Topics:
- Introduction and demo
- Setting up the Zapier account
- Creating the Zap: Monday.com trigger
- Setting up the OpenPhone action
- Testing and publishing the Zap
- Creating a Zap for updating contacts
- Conclusion and tips

🖌️ Article on our Blog: https://connex.digital/blog/integrati...

🔗 Useful Links:
• Sign up for Zapier (Free): https://zapier.com/sign-up
• OpenPhone (10% off): https://get.openphone.com/connex-digital
• Book a free consultation with Connex: https://connex.digital/book/yt

👨‍💼 About Connex: We're an automations and integrations agency that can help you streamline your workflows and connect your favorite apps. If you need assistance setting up this integration or automating other processes, don't hesitate to reach out!

🔔 Subscribe for more tutorials on productivity tools, integrations, and automation tips!

Let me know in the comments if you found this tutorial helpful or if you have any questions about integrating your apps.

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