Gate6 CRMConnect™ for Monday.com app integration

Gate6 CRMConnect™ for monday.com leverages the RingCentral Unified CRM Framework to bring a powerful integration between RingCentral and monday.com. This adapter allows users to perform essential RingCentral communication functions—such as making and receiving calls, sending messages, accessing call history, and AI-powered call transcription—directly from the monday.com interface.

Benefits

1. A communication suite embedded in your monday.com. Embed all of RingCentral's functionality directly into your browser and monday.com allowing you to place and receive calls, send SMS, check voicemail, and access AI-generated call transcriptions -- all while managing your contacts, call logs, and customer updates.
2. Keep systems in sync with one another. Keep your communication tool in sync with your monday.com Call Logs, including contact communication history and updates.
3. Always on. The Unified CRM extension allows you to place and receive phone calls even when you are not actively using your monday.com, or have closed your monday.com's tab in your browser.

Features

1. Click-to-call: Place calls from within your monday.com using a hover-to-show tooltip to reveal a click-to-call button on any phone number, saving time and improving call efficiency.
2. Instant screen pop-up: Incoming and outgoing calls trigger screen pops with contact details and communication history enabling quality interactions.
3. Call/SMS/Voicemail log sync: Synchronize RingCentral call history into monday.com Call Logs automatically (or manually). Logs are inserted into the Call Logs column and visible in the Updates section of each contact.
4. AI Call Transcription: Automatically transcribe customer calls and sync conversation details into monday.com Call Logs and Updates, helping teams improve documentation, follow-ups, coaching, and customer visibility.
5. Easy Access: Connect on both Windows® and Mac®, using Google Chrome or Microsoft Edge.
6. Active call control: Control active calls on other devices.

Installing and connecting the extension to your monday.com

Once the extension is installed in your browser, authorize the extension to access your monday.com account. To authorize the extension and complete the setup process follow these steps:

1. Login to your monday.com
2. From within your monday.com, find and click the orange "RingCentral Labs" icon that should appear in the lower right-hand side of your browser window/tab.
3. In the horizontal menu, click the "more" menu, and select "Preferences."
4. From the preferences pane, look for a link to Authorize your monday.com.
5. Click the link and follow all on-screen instructions.

Gate6 CRMConnect™ for monday.com is ideal for organizations looking to enhance their monday.com platform with robust communication capabilities provided by RingCentral.