I’ve played around with the boards and the templates most of the day today to create a complicated workflow process and I am stuck on how to create a flow that would attach to each Lead. I have Company and Contacts with who these leads are referred to me and who the contacts are at these companies. The system wants to create leads into contacts, which is not what I want to do. I’d like to keep the leads as leads, and as they go through the customer journey, be automatically placed in Working, Closed, Open etc. And with each of these leads, I’d like to have an attached workflow that goes with each one. I’ve created the types of leads, Outside, Referred and Inside. But I cannot attached these and I’d like someone to help me that knows what they are doing becuase this would be the exact thing that I need for my company. Thanks
Seeking To Hire to complete this task.
Automate leads processes based on events completed.
upstream can help. We are Platinum Partners, monday.com Preferred Partners and APAC Partner of the Year for 2020. Based in Australia, we have a global staff network encompassing dedicated teams.
You’ll have access to our Solutions Engineers as well as our full stack Development Team who specialise in integrations and custom requirements.
Please feel free to return my email directly via peta@upstreamtech.io alternatively you can book straight into my calendar for a meeting using the below link. I would be very interested to better understand your use case and see how we can help you.
What you are looking to create is actually something the team at CarbonWeb has worked on extensively. Our team has produced an end-to-end solution with many of the capabilities and features that you discuss in your post. This CRM Suite is designed to be scalable so that you can continuously grow your environment around it while integrating additional tools.
If you’d like to hear more you can check out our community post about it: CarbonWeb CRM Suite
Additionally, if you’d like to grab some time and discuss please do so here: Consultation - Ricky
If you are still looking for a partner we can help you accomplish what you are trying to do in monday.com. Please send an email to jenna@iointegration.com if you would like to set up an intro call to discuss how we could work together going forward. – Jenna
Are you still seeking assistance? My name is Kaya with Kick Consulting. We are a Silver Partner with monday.com and have a global team of 14 (project/change managers, implementation specialists, developers) who have a tremendous amount of monday.com knowledge. We would love to help you optimise your monday!
We offer a complimentary 1-hour initial meeting to discuss your pain points, needs, possible steps forward and options. You can book through this link. If you cannot find a suitable time, please let me know, and I will contact you with more availability.
It sounds like you’re looking for a solution to automate your lead management process and create a customized workflow for each lead type. I’d be happy to assist you in setting up the system to align with your specific requirements.
We’re Monday experts, and we’re thrilled to assist you
Feel free to reach out if you have any specific questions or need further guidance. We’re here to make your Monday experience even more efficient!
