> ## Documentation Index
> Fetch the complete documentation index at: https://support.quo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# monday CRM

> Connect Quo to monday CRM to keep contact details current and automatically log calls and texts to the contact’s activity feed.

## 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.

![Image](https://mintcdn.com/resource-center/Wxll1ptbjerdWrtY/images/image-5.png?fit=max\&auto=format\&n=Wxll1ptbjerdWrtY\&q=85\&s=5d5d6d4e97c6ce7ed013e603f4691916)

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.

> [!NOTE]
>
> **Available on Business and Scale.** The monday CRM integration is available on Quo’s **Business and Scale plans**. Only a workspace **Owner or Admin** can connect it.

## What the monday CRM integration does

### 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:

| Contact property | What syncs |
| :- | :- |
| Name | The contact’s name |
| Email | The contact’s email address |
| Phone number | The contact’s phone number |
| Job title | The contact’s role or title |
| Company | The company associated with the contact |

> [!NOTE]
>
> **Creating a new contact?** Add it to your connected monday CRM Contacts board so it can sync into Quo. Bidirectional sync applies to supported edits on contacts that originated in monday CRM.

### 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.

![Image](https://mintcdn.com/resource-center/Wxll1ptbjerdWrtY/images/image-4.png?fit=max\&auto=format\&n=Wxll1ptbjerdWrtY\&q=85\&s=bc3ddf655295d37ccdf3712fb8889b15)

## Before you connect

You’ll need:

* A **Quo Business or Scale plan**
* Quo workspace **Owner or Admin** permissions
* Access to the [monday.com](http://monday.com) account you want to connect
* Permission to authorize the integration and access the Contacts board you want to sync

## 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](http://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.

## 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.

## Troubleshooting

### 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](http://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.

### 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.

## FAQs

> [accordion] Which Quo plans support the monday CRM integration?
>
> The integration is available on Quo’s **Business and Scale plans**. It isn’t available on Starter.

> [accordion] Who can connect the integration?
>
> A Quo workspace **Owner or Admin** must set up the connection. The person connecting also needs permission to authorize access in [monday.com](http://monday.com) and access the Contacts board being synced.

> [accordion] Do contacts sync in both directions?
>
> Contacts from monday CRM sync into Quo. Supported edits made in Quo to those contacts sync back to monday CRM. Contacts created in Quo don’t automatically sync to monday.

> [accordion] Where do calls and texts appear?
>
> They appear as **Quo Call** and **Quo SMS** entries in the matched contact’s Emails & Activities feed, accessible from the contact’s **Overview** view.

> [accordion] Can I send Quo texts from monday CRM?
>
> No. Calls and texts happen in Quo, and supported activity logs to monday CRM.

> [accordion] Does activity from monday CRM sync into Quo?
>
> No. Activity logging flows from Quo to monday CRM only.

## Need help?

[Submit a support request](https://support.quo.com/help/submit-a-request.md) and we’ll help you get connected.
