Choosing the Best monday.com Integration for Call Tracking and SMS Automation

Teams that rely on monday.com to manage leads, customers, and sales workflows often encounter one persistent problem: there’s no built-in way to handle phone calls and SMS messaging natively within the platform. As a result, reps waste time manually dialing numbers, switching apps, logging activity, and trying to keep communication records up to date.

Kixie solves this by enabling seamless call tracking and SMS automation-integrated directly into monday.com boards using tools like Zapier, Make (Integromat), and Kixie’s webhook + API support.

Through this integration, teams can:

• Automatically send SMS messages when a lead status changes.

• Log calls and call outcomes (like voicemails or no answers) as updates in monday.com.

• Track call recordings, dispositions, and follow-up dates.

• Launch outbound calls directly from workflow triggers-no manual dialing required.

In this blog, we’ll walk through the available integration paths between monday.com and Kixie, compare them by use case, and show how to choose the right method based on your team’s goals and technical capabilities.

All points here reflect actual Kixie functionality and how it interacts with monday.com using tools supported in official documentation and blog posts (like the monday.com Power Dialer Integration and Kixie’s Automations Help Center).

Why Teams Need Call Tracking and SMS Automation in monday.com

monday.com gives teams powerful tools to manage tasks, pipelines, and customer records-but it doesn’t natively support voice or SMS communication. For sales and support teams, this means one of two inefficient choices: toggling between apps to call or text leads, or manually logging each interaction after the fact.

That friction adds up fast:

• Reps lose time on non-selling tasks like data entry.

• Leads fall through the cracks when follow-ups aren’t automated.

• Managers lack real-time visibility into communication performance.

Integrating a platform like Kixie into monday.com solves this by automating the entire communication lifecycle. Using tools like Zapier, Make, and Kixie’s webhook API, teams can instantly:

• Trigger outbound calls and SMS messages based on board updates or status changes.

• Auto-log call activity, recordings, and SMS history back into monday.com.

• Route follow-ups automatically based on call outcomes or missed connections.

This isn’t just about convenience-it’s about ROI. Kixie customers using automation workflows have reported:

• 200-300% increases in talk time through PowerDialer and auto-logging.

• Up to 500% increases in live answer rates with Local Presence dialing.

• Over 80% reduction in time spent on administrative tasks.

By integrating call and SMS capabilities directly into monday.com, teams can close the loop on communication, ensure nothing falls through, and move faster through the sales cycle.

Integration Paths: How Kixie Connects to monday.com

While monday.com doesn’t offer a native telephony or SMS integration, Kixie bridges that gap using a combination of third-party automation platforms and direct API/webhook workflows. These options give teams the flexibility to choose the right level of customization based on their needs and technical resources.

No-Code Integration with Zapier or Make (Integromat)

Platforms like Zapier and Make let you connect Kixie and monday.com without writing code. Using triggers and actions, you can build workflows such as:

• When a new item is added to a monday.com board, automatically add that contact to a Kixie PowerList and send an initial SMS.

• If an item’s status changes to “No Response,” initiate a retry call or schedule a follow-up sequence.

• When a call ends in Kixie, use a webhook to update the corresponding item in monday.com with the call disposition and a link to the recording.

These integrations are easy to set up and support real-time data sync, making them ideal for lean sales teams that want quick wins with minimal technical lift.

Custom Integration via Kixie API and Webhooks

For teams needing deeper control, Kixie offers a robust webhook and REST API framework that can be combined with monday.com’s GraphQL API. This method supports advanced workflows, such as:

• Receiving detailed Kixie webhook payloads after every call or SMS (e.g., End Call, Disposition, SMS Sent, CI Summary).

• Using monday.com’s GraphQL API to update item fields, add comments with call summaries, and change statuses based on outcomes.

• Securely validating webhooks and mapping fields dynamically to monday.com boards.

These integrations are ideal for operations teams or developers who want to embed Kixie fully into their internal systems and dashboards.

Embedded Apps via monday.com MCP

Advanced teams can take advantage of monday.com’s MCP (monday.com app framework) to build custom embedded apps that connect directly to Kixie services. While this approach requires development effort, it allows for:

• Native in-dashboard controls for initiating Kixie calls or sending SMS.

• Real-time updates and deeper customization via MCP’s app components.

• Secure credential storage and tighter compliance for regulated industries.

Though the heaviest lift technically, embedded apps offer the most seamless experience for reps who never want to leave monday.com’s interface.

These integration paths-ranging from simple no-code to fully custom-make Kixie a flexible choice for teams of all sizes looking to add smart communication to their monday.com workflows.

Kixie’s Call and SMS Features That Power Integration

Integrating Kixie with monday.com doesn’t just streamline communication-it unlocks a suite of intelligent tools designed to boost performance, automate routine tasks, and give teams complete visibility into every interaction. These features are what make the integration truly valuable, whether implemented through Zapier, Make, or direct API/webhook methods.

AI-Powered Outreach Tools

Kixie’s PowerCall dialer gives reps a major productivity edge with:

• Multi-Line Dialing: Call up to 10 leads simultaneously and connect with the first who answers.

• Local Presence: Automatically match local area codes to dramatically increase answer rates-users often see lifts of up to 500%.

• Spam Detection & Call Shielding: Ensure your calls reach real people, not blocked by spam filters.

• Voicemail Drop: Leave a pre-recorded message instantly if the call isn’t answered.

These features integrate cleanly into any outreach flow initiated by changes in monday.com-like a new lead item or a status update.

SMS Automation

Texting isn’t just for follow-ups-it’s a core channel for customer engagement. Kixie enables:

• Triggered SMS Sends: Send texts automatically when conditions are met in monday.com (e.g., a new item is created or a call is missed).

• Prebuilt Templates: Use templated messages for faster, compliant communication at scale.

• Two-Way SMS Logging: Capture every text thread and log it back to the corresponding monday.com item using webhooks.

These capabilities are already in use in other CRM integrations like HubSpot, and they translate seamlessly into monday.com using Zapier, Make, or direct API calls.

Conversation Intelligence

Kixie’s built-in AI helps sales teams improve with features like:

• Real-Time Sentiment Analysis: Track tone and intent during conversations.

• Automated Call Summaries: Generate a written overview of every conversation-great for logging into monday.com as a comment or note.

• Keyword Tagging & Coaching: Identify key terms and moments in calls for later review or training.

All of this data can be piped into monday.com via Kixie webhooks or custom integrations, creating a richer contact history for every lead or customer.

Seamless Auto-Logging into monday.com

Thanks to webhook support and monday.com’s GraphQL API, Kixie can automatically:

• Log call duration, type, and disposition to the related board item.

• Push call recordings and summaries as comments or updates.

• Update status fields or “Last Contacted” columns automatically.

This means reps don’t have to manually log activities-ensuring consistency, saving time, and improving CRM hygiene.

Example Workflow: monday.com + Kixie

To understand the power of this integration, here’s a step-by-step example of how a sales team could automate outreach and follow-up using Kixie and monday.com:

Use Case: New Lead → Multi-Channel Engagement + Auto-Logging

1. Lead Added to monday.com

• A sales rep or inbound form adds a new item to a monday.com board labeled “New Leads.

• This item includes contact details like name, phone number, and deal value.

2. Trigger via Zapier or Make

• A Zap or Make scenario detects the new item and sends the contact to a Kixie PowerList.

• An automated welcome SMS is sent using a Kixie template:”Hi {{first_name}}, thanks for reaching out! We’ll be calling shortly to connect.”

3. Call Made via Kixie PowerDialer

• Within minutes, Kixie dials the lead using Local Presence and Multi-Line PowerDialing to increase live answer odds.

• If the call isn’t answered, Kixie drops a voicemail and triggers a follow-up SMS.

4. Kixie Sends Webhook Back to monday.com

Once the call is completed (or missed), Kixie sends a webhook containing:

• Call disposition (e.g., “No Answer”, “Left Voicemail”)

• Call duration

• Recording URL

• Call summary (if using AI-generated summaries)

This webhook updates the corresponding item in monday.com:

• Status changes to “Contacted” or “Voicemail Left”

• A comment is added with the recording link and summary

• “Last Contacted” date field is automatically updated

5. Automated Follow-Up Set

If the call was missed or required a callback:

• A follow-up task is scheduled in monday.com for two days later.

• Another SMS reminder is queued via Kixie if no reply is received in 48 hours.

How to Choose the Right Integration Path

Kixie’s flexibility means there’s no one-size-fits-all integration-what’s “best” depends on your team’s size, resources, and technical comfort level. Here’s how to choose the right path to connect Kixie with monday.com for call tracking and SMS automation.

Comparison Table

Key Decision Criteria

1. Technical Resources

• No-code users should opt for Zapier or Make.

• Teams with in-house devs or IT staff can consider the API + Webhook route.

2. Workflow Complexity

• Simple flows (e.g., “lead added → send SMS”) work well in Zapier.

• More layered flows (e.g., branching logic, timing rules, conditional routing) are better suited to Make or custom API.

3. Volume and Speed Requirements

• If you’re dialing or texting hundreds of contacts daily, you’ll want real-time logging, which works best via Kixie webhooks and GraphQL API updates to monday.com.

4. Desired User Experience

• For teams that never want to leave monday.com, a custom embedded app offers the most integrated UI-but requires the most time to build.

By selecting the right approach upfront, teams can scale their outbound outreach and communication workflows without compromising on visibility or performance.

Getting Started with Kixie + monday.com

Once you’ve decided on the integration method that fits your needs-whether it’s no-code automation, API/webhooks, or a custom app-you can begin building your call and SMS workflows in just a few steps.

Step-by-Step Setup

1. Start a Free Kixie Trial

• Visit kixie.com to activate your 7-day free trial. No credit card required.

• During setup, you’ll gain access to:

  • PowerDialer

  • SMS templates

  • Automation settings

  • API keys and webhook URLs

2. Generate a Kixie API Key

• Log in to your Kixie dashboard and navigate to the Integrations or Developer section.

• Create an API key that can be stored securely in monday.com or your middleware platform.

3. Choose Your Integration Platform

• Zapier: Connect Kixie and monday.com using prebuilt triggers like:

  • “New Item in Board” → Add to Kixie PowerList

  • “Status Change” → Send SMS via Kixie

• Make: Use advanced visual workflows to build branching logic, time delays, and conditional routing.

• Direct API/Webhooks: Set up incoming and outgoing Kixie webhooks to push data into monday.com using the GraphQL API.

4. Configure Your First Workflow

• Example: When a new lead is added to a monday.com board:

  • Add contact to PowerList

  • Send welcome SMS

  • Queue initial outbound call

  • Log call recording and result back into the board

5. Test & Optimize

• Use Kixie’s internal call logs and webhook logs to ensure data is flowing correctly.

• Monitor monday.com boards to verify status changes, comments, or new items are updated automatically.

• Add fallback logic (e.g., retries after missed calls) in Make or via webhook timers.

Quick Win Workflow Ideas

• New Inbound Lead → Add to PowerList → Auto-SMS with calendar link → Call within 5 mins

• Missed Call → Send SMS → Schedule follow-up task in monday.com for 2 days later

• No Response in 7 Days → Re-add to PowerList + trigger reminder SMS

Once configured, these workflows run in the background-giving reps more time to connect with leads and less time worrying about data entry or follow-ups.

Turn monday.com into a Fully Automated Sales Communication Hub

Modern sales and support teams don’t have time to juggle tools, log every call manually, or worry about follow-ups slipping through the cracks. With the right integration, monday.com becomes more than a CRM-it becomes a live, automated communication hub that works for you.

Kixie brings that to life.

With features like PowerDialer, triggered SMS workflows, AI call summaries, and seamless auto-logging into monday.com, teams can focus on conversations-not admin. Whether you use no-code tools like Zapier and Make, or build a custom solution with APIs and webhooks, the result is the same: faster outreach, smarter tracking, and more deals closed.

If you’re ready to stop patching together manual processes and start working smarter, Kixie + monday.com is the stack built for exactly that.

Start your free trial today and build your first automated workflow in minutes-no dev team required.