monday CRM

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Overview

Quo’s native monday CRM integration connects your customer records with the conversations your team has every day. Contacts from monday CRM sync into Quo, helping your team recognize callers and find their details without switching tools. When you edit supported details on those contacts in Quo, the changes sync back to monday CRM. Quo calls and text messages also log to the matched contact’s Emails & Activities feed in monday CRM, keeping conversation history alongside the customer relationship.

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What the monday CRM integration does

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Keeps contact details in sync

When you connect, Quo runs an initial sync from your selected monday CRM Contacts board. After that:

• New and updated monday CRM contacts sync into Quo.
• Supported edits made in Quo to contacts that came from monday CRM sync back to monday.
• Contacts created in Quo don’t automatically sync to monday CRM.

The integration supports these standard contact properties:

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Logs calls and text messages

Supported Quo calls and texts log to the matched contact’s Emails & Activities feed. Call entries include call details, available summaries and recording links, and a link back to Quo. Text entries include the message content and a link back to the original activity. Entries are labeled Quo Call or Quo SMS, making it easy to identify conversations from Quo. Activity logging flows from Quo to monday CRM. It doesn’t import monday activities into Quo or let you send Quo texts from monday CRM.

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Before you connect

You’ll need:

• A Quo Business or Scale plan
• Quo workspace Owner or Admin permissions
• Access to the monday.com account you want to connect
• Permission to authorize the integration and access the Contacts board you want to sync

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Set up the monday CRM integration

1. Open the Quo web or desktop app.
2. Go to Settings → Integrations.
3. Select monday CRM, then click Connect to monday CRM.
4. Sign in to the monday.com account you want to connect.
5. Review and authorize the requested access.
6. If prompted, select the board you want to sync.
7. Allow the initial contact sync to finish.

Once connected, supported contact changes sync automatically, and Quo calls and texts log to matched contacts in monday CRM.

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Find Quo activity in monday CRM

1. Open your connected Contacts board in monday CRM.
2. Open the contact associated with the call or text.
3. In the contact’s Overview view, find the Emails & Activities feed.
4. Look for a Quo Call or Quo SMS entry.
5. Select the link in the entry to open the original activity in Quo.

Call entries include available recording links and summaries. Text entries show the message content.

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Troubleshooting

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A contact is missing or its details aren’t updating

Check that:

• The integration shows as connected in Settings → Integrations → monday CRM.
• The correct monday.com account and Contacts board are connected.
• The contact exists on the connected board.
• The initial contact sync has finished.
• The change involves a supported contact property.

If you edited a contact in Quo, confirm it’s the contact that originally synced from monday CRM. A contact created directly in Quo won’t automatically appear in monday.

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A call or text is missing in monday CRM

Check that:

• The integration is connected.
• You’re viewing the contact on the connected Contacts board.
• The contact’s phone number matches the number used in the Quo conversation.
• You’re checking the Emails & Activities feed in Overview.
• Activity-feed filters aren’t hiding the entry.

If the activity is still missing, contact support with a link to the monday CRM contact, a link to the activity in Quo, and the date and time it occurred.

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FAQs

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Need help?

Submit a support request and we’ll help you get connected.