looking for assistance (willing to pay) on a workflow automation. Basically have a board where all leads are captured, and from there, they get contacted, and once they are qualified, I want to a. move item to a contacts board, and b. create an item in a sales pipeline, but have the boards linked. So when someone is in the sales pipeline, they have a link to the contacts, and they also can link back to the lead and contact. Or if someone has a better suggestion on how to handle the flow I’m open to listening. Moving a client from a salesforce app into this.
Hi @bwgolf24 my name is Bianca, located in Sydney, Australia. I have helped multiple organisations create extensively automated CRMs in monday, as well as moving from many platforms such as Salesforce and HubSpot. I could knock this out (also with a bit more than you have outlined) in a few hours for you.
Feel free to send me an email at email@example.com