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Phone Systems / Published 2026-08-13 / Updated 2026-08-13

Guide / By Rob Lowry, Founder of LaunchEngine

The complete Aircall + monday.com setup guide (V2, 2026)

Connecting Aircall to monday.com takes two installs: the "Aircall: Call & SMS in your work OS" app from the monday.com marketplace, then the monday.com V2 connection from the Aircall Dashboard under Integrations & API. You need admin in both systems and a monday.com Standard plan or higher. Aircall documents the options; this guide tells you exactly what to pick for a 5 to 15 seat team, because we install this stack for a living.

Disclosure: LaunchEngine is an Aircall partner and may earn referral commissions, and we sell a done-for-you install of this exact stack. Every load-bearing fact below cites Aircall's own documentation, verified August 13, 2026. Aircall is a trademark of Aircall SAS; LaunchEngine is not Aircall.
Aircall + monday.com V2 / at a glance
monday.com planStandard or higher
Aircall planEssentials or higher (integrations included)
Access neededAdmin in both + board creation rights
Install time~30 min integration, half-day production setup
SyncsCalls, recordings, SMS, WhatsApp, tags, AI insights
Boards createdAircall Calls + Aircall Messages (auto)
VerifiedAugust 13, 2026

01 / Summary

Key takeaways

  1. 01Two installs, in order: the marketplace app on the monday.com side, then the monday.com V2 connection from the Aircall Dashboard.
  2. 02Prerequisites decide whether this takes 30 minutes or 3 days: monday.com Standard+, admin in both systems, board-creation rights at account and workspace level.
  3. 03Link every Aircall number you care about; unlinked numbers log nothing.
  4. 04Our defaults for a 5 to 15 seat team: message logging ON, contact creation ON, contact sync ON, insight cards ON, AI insights to the Updates section.
  5. 05The integration creates its own logging boards; your CRM board links separately and must be Public or Shared.

02 / Prerequisites

What you need before you start

Four things, verified before you touch anything1: a monday.com Standard plan or higher; the Admin role in both systems (in monday.com that means the account, or each product separately if you run Work Management alongside CRM); board-creation permission at two levels (account: Administration, then Permissions; workspace: the target workspace's Permissions tab); and the latest version of the marketplace app, updatable under Administration, then Apps.

On the Aircall side you need at least one number you intend to link2, and integrations are included from the Essentials plan, so the monday.com connection doesn't require an Aircall tier upgrade. If anything errors during install, our troubleshooting guide covers every documented failure, permissions first.

03 / Install

The V2 install, step by step

  1. 01Confirm the prerequisites. monday.com Standard plan or higher; Admin role in both Aircall and monday.com; board-creation permission at the monday account level and in the target workspace; latest version of the Aircall marketplace app.
  2. 02Install the marketplace app. From the monday.com marketplace, install 'Aircall: Call & SMS in your work OS' and select All Workspaces as the installation scope.
  3. 03Connect from the Aircall Dashboard. In the Aircall Dashboard, open Integrations, then Apps, select monday.com V2, click Install app, and Authorize with your monday admin account.
  4. 04Link at least one Aircall number. Nothing logs without a linked number. Link every number whose activity you want in monday.com; you can adjust assignments later in the Dashboard.
  5. 05Select your workspace and confirm the boards. Choose the monday.com workspace; the integration auto-creates the Aircall Calls and Aircall Messages boards suffixed with an integration ID.
  6. 06Link your contact board and map columns. In the integration settings, link your CRM contact or lead board (it must be Public or Shared), map the name column and up to three phone columns, then enable insight cards, contact creation, and contact sync.
  7. 07Switch on message logging and AI insights. Message logging for SMS and WhatsApp is off by default; enable it. Choose which AI insights to log (summary, key topics, action items, sentiment) and whether they land in Updates or Timeline Events.
  8. 08Place a test call and text. Call a linked number from an external phone and send a test SMS. Confirm the call and message appear on their boards and the insight card shows on the matching CRM contact.

Install path and behaviors per Aircall's install guide2 and the marketplace listing5.

04 / Sync settings

What syncs, and what we switch on

V2 can log calls (with recordings and transcriptions), SMS and WhatsApp including multimedia, tags, and AI insights: call summary, key topics, action items, sentiment, playbook, and custom summary2. Aircall documents the toggles; here is what we actually set for a 5 to 15 seat team, and why:

  • Message logging: ON (default is off). Texts are half the conversation with modern customers; a CRM without them is a partial record.
  • Contact creation: ON. Contact sync: ON. Unknown callers become CRM rows automatically instead of 'Aircall New Contact' placeholders, and edits flow after the next touch (that timing is documented, not a bug).
  • Insight cards: ON. Whoever answers sees the CRM context while the phone is still ringing.
  • AI insights: summary, key topics, and action items to the Updates section. Updates keep insights on the item where your team already works; skip sentiment at this team size, it's noise until you have call volume.
  • Tag automations: start with exactly one. Tag a call as qualified, let the automation move the deal stage and fire the follow-up SMS. Add more once the team trusts the first one.

05 / Boards

The board architecture we install

The integration gives you two logging boards. A working phone stack needs three roles wired together, and this is the pattern we install for real clients:

1. The CRM board is the source of truth. One contact/lead board (Public or Shared), name column plus up to three phone columns mapped into the integration. Every insight card, sync, and automation hangs off this board, so resist the urge to link more than one.

2. The auto-created logging boards stay raw. Aircall Calls and Aircall Messages are the event log. Don't restructure them; build views on top (missed calls today, messages awaiting reply) and let automations read from them.

3. Ring groups map to views, not boards. Sales line, support line, and office line each get a filtered view over the logging boards keyed to their numbers, so each team sees its own call queue without fragmenting the data.

Done-for-you install / $499 flat

This is the part teams underestimate. We install monday CRM + Aircall + DocRunner for $499.

One flat fee covers the whole working stack: your monday CRM boards built, the Aircall V2 integration installed and configured with the settings we recommend in these guides, numbers linked, and DocRunner wired in for document workflows. Setup work is completed in one business day; if you are porting existing numbers, carrier timelines apply and phones are typically live within a week.

Book your install slot

The $499 fee covers setup labor only. Aircall seats and usage are billed by Aircall directly; monday.com licenses are not included; DocRunner is $40/month after setup. Engagements are governed by our Terms. LaunchEngine is an Aircall partner and may earn referral commissions.

06 / Automations

What to automate first

The V2 integration supports updating Status and Dropdown columns from Aircall tags, and SMS automation rules that send texts from monday.com triggers2,3. The first automation we install: agent tags the call "qualified", the deal moves stage, and a follow-up text goes out before the agent has hung up their headset. One tag, three effects, zero admin.

From there the stack extends naturally: when deals close, document workflows take over (that's where DocRunner sends the agreement for signature from the same board), and AI agents can work the boards the integration fills; our guide to AI agents on monday.com covers that layer.

07 / Coming from V1

Migrating from the legacy integration

If your current setup came from the old board-template flow, you're on V1, and the features in this guide (message logging, AI insights, contact sync, tag automations) are V2 features. Aircall publishes an upgrade guide for the move4; the practical path is to install V2 fresh alongside, confirm logging works, then retire the old board. The V1-vs-V2 tells and the migration gotchas are covered in our troubleshooting guide.

Still deciding whether Aircall is the right phone system for your monday.com stack at all? Start with the comparison.

Sources

Primary documentation

  1. 1.Aircall Help Center: Prerequisites for installing the monday.com V2 integration
  2. 2.Aircall Help Center: Install and configure the monday.com V2 integration
  3. 3.Aircall Help Center: SMS Automation in monday.com V2 integration
  4. 4.Aircall Help Center: How to update to the monday.com V2 integration
  5. 5.monday.com marketplace: Aircall app listing

Verified August 13, 2026. Spot something outdated? Email rob@launchengine.com and we'll correct it.

FAQ

Common Aircall + monday.com setup questions.

Two sides, in order: install the 'Aircall: Call & SMS in your work OS' app from the monday.com marketplace (choose All Workspaces), then in the Aircall Dashboard go to Integrations, then Apps, select monday.com V2, install, and authorize. Link at least one Aircall number, pick your workspace, and the integration auto-creates its Aircall Calls and Aircall Messages boards. Budget about 30 minutes if your permissions are already right.
Aircall's documentation lists the monday.com Standard plan or higher, plus admin rights in both systems and board-creation permission in the workspace you install into. On the Aircall side, integrations are included on the Essentials plan, so no Aircall tier upgrade is required.
Yes. The V2 integration links a contact or lead board from monday CRM, maps up to three phone columns and a name column, and adds calls, texts, and AI insights to your CRM records via insight cards and timeline logging. Deals can move automatically using tag-based automations.
On V2: calls (with recordings and transcriptions where enabled), SMS and WhatsApp messages including multimedia, tags, and AI insights such as call summaries, key topics, action items, and sentiment. Contact names and numbers from your linked board sync to Aircall, and timeline events land in monday's Email & Activities view.
Yes, on V2, but message logging is off by default. Switch it on in the integration settings and messages (including multimedia) log to the Aircall Messages board. SMS automation rules can also send texts from monday.com triggers.
The integration itself takes about 30 minutes when permissions are correct. A production-ready setup, board architecture, column mapping, ring groups, automations, and team onboarding, is realistically a half day to a day. We install the whole stack for teams in one business day.
Yes. Admin in Aircall to install the integration from the Dashboard, and admin in monday.com (account-level, or per-product if you run multiple monday products) plus board-creation permission at both the account level and in the target workspace. Most failed installs trace back to one of these being missing.

Want it installed by tomorrow?

We set up monday CRM + Aircall + DocRunner for $499 flat, configured with the defaults in this guide, installed in one business day.

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