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Custom Setup Guide

How to Connect Kixie to Monday CRM: Setup Guide

Two ways to connect Kixie and monday.com. Kixie Solutions sets up a custom integration that logs calls to one board. For other boards, columns, or texts, Kixie webhooks and Zapier, Make, or n8n write to monday.com for you. Here is how each one works.

Which Path Fits Your Board

Most teams start with the custom integration and add webhooks only where they need them. Here is how to tell which you need.

One board holds your leads: ask Kixie Solutions for the custom integration.

Leads live on several boards, or you want texts logged: add Kixie webhooks with Zapier, Make, or n8n.

You want monday events to start calls or texts: use monday's triggers with Kixie's Zapier actions.

Path A

Custom Integration, Set Up by Kixie

A Kixie solutions engineer connects your monday account on the back end using an API token and the board you choose. Calls log to the matching item with the recording, notes, and call outcome, and caller ID shows the item name.

Path B

Kixie Webhooks to Any Board

  • Send: In Kixie, Manage, Automations, Webhooks sends End Call, SMS, Disposition, or Voicemail events.
  • Catch: Zapier's Catch Hook, a Make webhook, or an n8n Webhook node receives each event.
  • Find: monday's Get Items by Column Value search finds the item by phone number.
  • Write: Create Update posts the call or text on the item, and Update Item sets columns.
The other direction

monday Events Start Kixie Actions

monday's instant Zapier triggers, such as New Item in Board or Specific Column Value Changed in Board, can fire Kixie's Make a Call, Send SMS, Add to PowerList, or Add to Cadence actions.

Before you start

What You Need

Kixie admin access for the API key, Business ID, and webhooks (webhooks are on the Professional plan and up). A monday.com API token from a user who can see the board. A Zapier, Make, or n8n account if you use Path B.

Talk to Kixie About Your monday.com Board

Book a demo to see the PowerDialer, local presence, and Voicemail Drop, and ask about setting up the custom monday.com integration for your board.

Two Ways to Connect

There are two ways to get Kixie calls into monday.com, and many teams use both. The custom integration is set up for you by Kixie Solutions and handles call logging for one board. Kixie webhooks are the do-it-yourself route: they send every call and text to an automation tool, which writes to any board or column you choose. This guide covers each, then the reverse direction, where monday events start calls and texts in Kixie.

Path A: The Custom Integration

Ask your Kixie contact for the monday.com custom integration. A solutions engineer schedules a short session and connects it on the back end. Have two things ready. First, a monday API token: click your profile picture in monday.com, choose Developers, then API token and Show. The token carries its owner’s permissions, so use an account that can see the board. Second, the board your team works from, and which column holds phone numbers.

Once connected, each Kixie call logs to the matching item with the recording, the rep’s CRM Notes from the dialer, and the call outcome. Kixie also uses that phone column for caller ID, so the item name shows when a lead calls. Scheduled follow-ups do not sync and stay in monday. More detail is on the monday.com call logging page.

Path B: Kixie Webhooks

1. Create the receiver

In Zapier, start a Zap with Webhooks by Zapier and the Catch Hook event, and copy the URL. Make and n8n work the same way with their own webhook modules.

2. Send Kixie events to it

In the Kixie dashboard, go to Manage, Automations, Webhooks, click Add, and paste the URL. Pick the event: End Call for every call, SMS for texts in both directions, Disposition when a rep logs an outcome, or Voicemail for inbound voicemails. The End Call payload includes the call type and status, duration, the numbers in E.164 format, the recording URL, the disposition, and the rep’s name and email. Webhooks are on the Kixie Professional plan and up.

3. Find the item

Add monday’s Get Items by Column Value search, choose your board and phone column, and map the lead’s number. monday stores a phone value with a country code, so keeping numbers in one format makes matching reliable. Add a branch for no match: Create Item makes a new item, or the Zap can stop.

4. Write the call

Add monday’s Create Update action and post a short summary on the item: direction, result, duration, rep, outcome, and the recording link. To change a status or date column, add Update Item. Test with a call to an item you know, then turn the Zap on.

The Other Direction: monday Starts the Call

monday’s Zapier triggers New Item in Board, Item Moved to Group, and Specific Column Value Changed in Board are instant. Pair one with a Kixie action. Make a Call rings a rep and then the lead. Send SMS texts from a rep’s number. Add to PowerList queues items for the PowerDialer, and Add to Cadence starts a timed series of calls and texts. Kixie’s Zapier connection needs the API key and Business ID from Manage, Account Settings, Integrations. The monday.com speed to lead page has a full example.

If you build a webhook from monday’s own automations instead, note that monday checks every webhook URL by sending a challenge token the URL must echo back. Zapier and Make handle that. Custom endpoints need to handle it themselves.

Keep It Clean

A few habits prevent most problems. Keep one phone column per board in a consistent format. Check your monday plan’s daily API call limit if your team makes a lot of calls, since each logged call uses a few requests. And log each call once: if the custom integration already writes to a board, do not point a webhook Zap at the same board. For everything else the two tools do together, see the Kixie and monday.com integration overview.

Kixie and monday.com Setup FAQs

Quick answers about Kixie and monday.com. Can't find yours? Contact us.

More Ways Kixie Works With monday.com

What Kixie and monday.com can do together today, each with its own setup guide and FAQs.

Automatic Call Logging

Calls log to the matching item on your connected board with the recording, the rep's notes, and the call outcome.

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Power Dial Board Items

A monday trigger in Zapier adds items to a Kixie PowerList, and reps dial up to 4 lines at a time on the Multi-Line PowerDialer.

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Call New Items Fast

monday's instant New Item in Board trigger fires a Kixie call, text, or Cadence the moment a lead lands.

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Caller ID From Your Board

Kixie looks up the caller in your board's phone column, so reps see the item name before they answer.

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