SolarDialer for monday.com

Before you start

• A SolarDialer account with at least one campaign that isn't finished: a rule sends items to a campaign, and the rule form only shows once you have one.
• A monday.com user who can edit the boards you connect: SolarDialer adds columns, updates and items there.
• A board whose items are people: the item's name is the person's name, and it has a Phone column (the Phone column type, not a text column). An Email column and a Location column are read too.
• A Status column on the board, with named labels, to call items by status or to move interested leads.

Step by step

1. Start connectingSign in to SolarDialer, open Account → Integrations and click Connect monday.com under Connect (or click Connect monday.com on solardialer.net/monday).
2. Allow access in monday.commonday.com asks you to allow SolarDialer access to your account. You come back to Account → Integrations with "monday.com connected (your account). Call results now go to your monday items." Finish within 15 minutes of clicking Connect, in the same SolarDialer account.
3. Add a rule: who is calledUnder Your CRM, in the monday.com section's Items to call, pick Items: Any new item on <board>, or <board>: <status column> reaches <label>. Pick the Campaign they join and click Add rule. Add as many rules as you need.
4. Choose where interested leads goUnder Interested leads go to, pick a board's status label. Interested leads' items on that board move to it, and leads that didn't come from monday.com get their items made on that board. Optionally pick a label of the same board under Transferred leads go to. Click Save. No board: no status moves and no new items.
5. Test itSet an item with your own phone number to a rule's label (or add a new item, for Any new item). Within a minute or so it is a lead in that campaign in SolarDialer, and the campaign calls it on its schedule, within calling hours. After the call, the item has an update and the SD columns are filled in.

Settings, explained

Items: Any new item on <board>

Every item made on that board from the moment you add the rule joins the campaign.

Items: <board>: <status column> reaches <label>

Every item on that board whose status changes to that label, or that is made with it, from the moment you add the rule joins the campaign. Items already at that label are not called.

Campaign

The campaign the rule's items join. It calls them on its own schedule, within each lead's legal calling hours and attempt limits.

Remove

Next to each rule: stops it. Items it already added stay in the campaign.

Interested leads go to (this status, for items on its board; new items are made there)

The status label an interested lead's item moves to, when the item is on that board. It is also the board where items are found or made for leads that didn't come from monday.com. No board: neither happens.

Transferred leads go to (optional, same board)

Another label of the same status column for leads put through to your closer. The same stage: transferred leads go to the interested label.

What it reads and writes

Account

Reads your account's name and id, and who connected, to link it to your SolarDialer account.

Boards and columns

Reads up to 100 of your boards, most recently used first, and their Status columns and labels for the pickers. Subitem boards aren't offered.

Items (read)

For an item a rule picks: its name (the first word the first name, the rest the last name) and its first Phone, Email and Location columns that have a value. State and ZIP are taken from the location when it reads like "..., PA 17101"; otherwise a lead with no state gets it from its area code.

Items (written)

For a call that reached someone, an interested lead or a callback whose lead didn't come from monday.com, SolarDialer finds an item on the board you picked under Interested leads go to (by phone, then email) or makes one there, named after the lead, with its email and its phone (North American numbers). Calls nobody answered never create items.

SD columns

Six text columns, made on a board the first time a result goes there (one already there with the same title is used): SD Outcome (Talked, Transferred, No answer and so on), SD Last Call (date and time, UTC), SD Recording (a link), SD Interested (Yes), SD Callback (when they asked) and SD Do Not Call (Yes). Use them in your views, filters and automations.

Status

An interested lead's item moves to the label you picked (a transferred one to the transfer label, if you picked one), when the item is on that board.

Updates

Each call adds an update to the item with its outcome, length, campaign and time, the AI summary, the answers, any objections, the transcript, a link to the recording and a link to the call in SolarDialer. Each callback booked adds an update with when they asked and who calls back.

Webhooks

On each board with a rule, one webhook for new items and one for each status column a rule watches. They are made and deleted as your rules change, and deleted when you disconnect.

Troubleshooting

FAQ

Disconnect

• Click Disconnect monday.com in the monday.com section of Account → Integrations. SolarDialer's webhooks are deleted and results stop going to monday.com at once.
• monday.com's access can't be revoked from our side: to remove SolarDialer from monday.com too, uninstall it there (Administration → Apps).
• Leads and calls already in SolarDialer stay in your account, and nothing is removed from monday.com. To have your SolarDialer data deleted, email info@solardialer.net.