Okay, wow… I have spent about three hours researching, testing, trying and absolutely no luck at all!
I am looking at utilising Monday.com as a one stop solution for client projects, as well as a CRM/Lead management system.
Most of my leads will in turn come through two main sources;
- Google Sheets
- Facebook Ad Lead Form
Now, I use Zapier (I have looked into Integromat, and it confuses me a Lot. I cannot even create a link without issue there, so let’s try stay on Zapier haha!).
I have the Google Sheets setup all fine, and I have my board setup for the CRM where each new ‘item’ is a lead with details such as First Name, Last Name, Phone Number, Email, Tag and status. On Zapier, I have tried everything from the normal google sheet population to column ID, column ID where Json values are applied with Google Sheet values or anything.
The best I can get is the Zapier will work, but will not do anything for new leads that come into the system.
I am absolutely lost, and cannot get new leads from Google Sheets automatically into Monday.com…