Monday as a CRM tool

[Elliot (Elliot Cryer)]

Hey @Anderson,

Sorry for the delay on this. I finally got around to updating this and wrote another article on it with a link in this article.

Monday as a CRM tool (incoming/outgoing SMS added to update on lead)

Hi Community, I run a function space and I wanted to share how I am able to add all SMS’s between me and my leads onto monday as an update. This is a working process, however inefficient as it uses up a lot of Zaps. The flow: Trigger; SMS sent or received Automation; SMS is forwared in the form of text in an email with this app: [image] Email received by Zapier and parsed to gather: Name, Number, message text and incoming/outgoing status My inefficient but working Zap begins [image] email…

Hope that helps! feel free to comment on that one if there is anything that you think needs a bit more details.

Cheers,

Elliot.