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
Just wanted to follow up here to make sure you were able to get the assistance you needed!
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Hi again @bwgolf24
I hope the answers in this thread are useful!
As we haven’t had any updates here, I’m going to go ahead and mark this thread as closed.
If you have any additional questions or you feel your original query wasn’t resolved, please feel free to let us know and we’ll be happy to continue to assist!