Hi,
We have a small business, and we use WordPress as our CMS. We receive leads from the following channels:
I want to use Monday CRM, but how can I automate the leads to go directly to the CRM?
@mareascreativas Welcome to the community!
I’d love to offer a few suggestions to help streamline your lead management process in Monday CRM.
For any existing or submitted data, you can import external leads directly into Monday CRM by using the “Import Items” feature to bring in data from Excel or CSV files.
For future leads, would it be possible to link your website form, Facebook Lead Ads, etc., to a customized and branded Monday.com lead form? This way, the information flows straight into your system.
Alternatively, if that setup doesn’t work, you might explore using an app or API tool like “Make” to connect and sync this information directly into your Monday.com account.
Here’s a helpful article with more details: How to Import Your Leads to Monday.com.
Hope this helps!
