To start the process you must have an account on Callbell and create an account on Monday.com.
Monday is a perfect tool for all marketing, sales and support service agents. This tool is essential for organizing remote work, managing possible projects, ordering content and information. One of the ideal benefits of Monday is the ability to organize everything flawlessly. No matter how big your team is, what stage of the project they are in, Monday will always be ready to find a way to organize the work and evenly divide the tasks to be performed.
Another plus point for this tool is its integrations: you can connect with multiple tools through a public API, importing information quickly and easily. In short, this software is really useful for all types of companies, thanks to its being particularly practical and professional and suitable for organizing content and divided activities for the agents who are part of your team.
1) Create a Callbell account and integrate WhatsApp
2) Create an account at Monday.com.
Once you finish creating and integrating your accounts, you can start using the Callbell API documentation , this is done to link your WhatsApp Business account to Monday.com according to your needs.
One of the most interesting and used cases when integrating WhatsApp to Monday.com is the management and synchronization of contacts. This is certainly possible due to the section of the Callbell API documentation dedicated to contacts.
This is very interesting, since it will be possible, for example, to automatically synchronize the WhatsApp contacts generated in Callbell with the contacts section of Monday.com (and vice versa).
When a “ zap ” is activated or created, Zapier can perform a specific action for that “ zap ”, (such as creating a new contact in a CRM).
If you don’t have an IT team or don’t have enough time and resources to develop the integration with Callbell, you can use the official Callbell integration in Zapier to connect WhatsApp with Monday.com . One of the strengths of using Zapier is precisely the ease and speed of integration. The downside is instead the cost of Zapier.
This allows companies from all sectors to know and understand the situation with their customers based on the interactions and activities carried out.
If you do not yet integrate these two platforms, what you will need to do is the following:
1) Create a Callbell account and integrate WhatsApp
2) Create an account on Monday.com
3) Create a Zapier account
Once this is done, all you have to do is link Callbell and Monday.com with Zapier , program the necessary “ zaps ” for the operations you want and start developing the work and maximizing the results with this incredible integration.
What is Monday.com?
In short, this tool has a kind of spreadsheet where each person can work, administrators can add new projects or tasks and put extra information in each of them. This tool can manage marketing activities, sales flows, billing records, integrate with different tools, and much more.
What is Callbell?
About the author: Hello! I am Alan and I am the marketing manager at Callbell, the first communication platform designed to help sales and support teams to collaborate and communicate with customers through direct messaging applications such as WhatsApp, Messenger, Telegram and Instagram Direct
