Hi everyone,
We’re an IT service provider working in the B2B space, and we’re currently building our CRM and project workflow in monday.com. Our goal is to create a fully connected data structure across all stages:
- From the lead to the deal
- From the deal to the project
- While maintaining links to both the account (company) and the contact person
We’ve already set up an automation where:
When a lead is marked as “Qualified,” a new item is created in the Deals board.
That part works fine — however, the contact person and company (both connect columns in the Leads board) are not passed to the new deal item.
What we want to achieve is a consistent and traceable connection between leads, deals, and projects so that we can later evaluate and report by account or by contact. For example: “Which deals and projects are connected to Company X or Contact Y?”
Our questions:
- Is it possible to pass connect column values (e.g. contact, company) via monday automations?
- If not: what workarounds or tools (e.g. Make.com) are you using to solve this?
- Are there any best practices or examples from the community for building a clean B2B CRM structure in monday.com?
Any advice, ideas, or links to examples would be greatly appreciated.
Thanks in advance,
Christian