Getting Started

Author: admin 370 views

Before Starting

Before hopping into setting up your new power dialing tool, there are a few things needed to connect your PhoneBurner. and monday.com accounts. 

Signup For monday.com!

To begin, if you have not yet signup for monday.com you can do so using this link. The signup process is quick and easy!

Signup For PhoneBurner

Next, if you have not yet created a phoneburner account you can do so using this link. By using the CarbonWeb link you will given a special free trial!

Board Setup Overview

The first step of setting up the integration inside of monday.com begins with installing the Dial Session Template . This template will allow for all of your data from PhoneBurner to be organized within monday.com . 

Integration Setup Overview

Next we will run through how to add the 7 integrations the PhoneBurner app offers. These will allow for monday.com and PhoneBurner to automatically communicate and save you time!

Dial Session Overview

Finally, we will be walking through how to run your first Dial Session. This simplistic step will allow for you to start dialing prospects right from monday.com! 

Next Article!

Next we will be taking a deeper dive into how to install our custom workspace template. Along with what boards are included upon install.