Monday - Call Enrichment

This guide provides step-by-step instructions for configuring the Call Enrichment integration with Monday.com. The setup process is streamlined and requires no manual API requests.

Prerequisites

Before beginning, ensure you have:

Administrative access to your Monday.com workspace

Your Monday.com API key ready

Step 1: Obtaining Your API Key

Log into your Monday.com workspace

Navigate to the Developers section from the user menu in the top right corner

Locate the API Token section and copy your API token

⚠️ Security Note: Keep your API key secure and never share it publicly or commit it to version control.

Step 2: Configure the Integration

Enter Your API Key

In the Call Enrichment integration setup page, paste your Monday.com API key

Click Submit or Continue

The system will automatically validate your API key and retrieve your workspace information.

Select Your Contacts Board

Once your API key is validated, the page will display a list of all available boards in your Monday.com workspace

Look for your contacts board (commonly named "Contacts", "Contactos", "Clients", or similar)

Select the appropriate contacts board from the dropdown list

Select Your Phone Number Column

After selecting your contacts board, the page will automatically load and display all columns within that board

From the column list, select the column that contains phone numbers

This is typically labeled as "Phone", "Teléfono", "Contact Phone", "Mobile", or similar

Step 3: Complete Setup

Once you have:

✅ Entered your API key

✅ Selected your contacts board

✅ Selected your phone number column

Click Save to finalize the integration configuration.

Monday - Call Enrichment

Prerequisites#

Step 1: Obtaining Your API Key#

Step 2: Configure the Integration#

Enter Your API Key#

Select Your Contacts Board#

Select Your Phone Number Column#