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$
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I will setup monday crm sales pipeline, automation, form setup, zapier and make
CRM, Mobile app And Ai Automation Expert
Still copying data by hand, or losing leads because nobody follows up fast enough? Manual work costs you time, leads and money.
I build automations that do it for you: lead capture, email/SMS follow-...
About this Gig
Your leads come in from your website, but nobody follows up on time. Deals sit in a spreadsheet, your team can't see the pipeline, and monday.com feels like a pile of boards instead of a CRM. Every missed follow-up is lost revenue.
I'm a monday.com expert and consultant. I set up your monday CRM so leads, deals and follow-ups run on their own.
WHAT YOU GET
- Monday form setup that sends website leads straight to your board
- Sales pipeline setup with clear stages
- Monday automation: assignments, alerts, status changes
- Monday email automation for follow-ups
- Monday zapier and make integration (Gmail, Sheets, Slack, HubSpot)
- Monday dashboard to see deals and results
- Monday customization and database-style boards
HOW IT WORKS
Send your sales steps, I build and test, you get a short video walkthrough.
Requirements
- Access to your workspace
- A brief overview or documentation of your business processes
- Any additional details that can help
Ready to Transform Your Workflow?
Lets simplify and supercharge your business processes today....Send me a message before placing order so we can discuss your needs and create the perfect setup for you.
Industry:
Construction
•
Medical & pharmaceutical
•
Real estate
Software:
Monday
My Portfolio
Other Software Management Services I Offer
FAQ
Can you do a monday CRM setup from scratch?
Yes. I build your leads, contacts and deals boards, pipeline stages, custom columns and views around how you actually sell. You get a working CRM, not a template.
Can you do monday form setup so website leads go into my CRM?
Yes. I connect forms from WordPress, Elementor, WooCommerce, Squarespace or a monday form so each lead appears on your board in seconds.
Do you do monday Zapier and Make integration?
Yes. I connect monday to Gmail, Outlook, Google Sheets, Slack, HubSpot and more. You need your own Zapier or Make account.
Can you set up monday email automation for follow-ups?
Yes. New leads, status changes and stale deals can trigger reminders and emails. Some email features depend on your monday plan, and I tell you which before I start.
Can you build a monday dashboard for my sales pipeline?
Yes. I build dashboards showing deals by stage, owner, value and follow-up status, so you can see where revenue is stuck.
Can you customize my existing monday boards?
Yes. I clean up, restructure, and add columns, views and database-style boards without rebuilding everything.
Which monday plan do I need for automations?
monday CRM Basic has no automations or integrations, and higher plans include more automation actions. I check your account and recommend the cheapest plan that works.
Do you train my team and offer support after delivery?
Yes. Premium includes a training video and 14 days of support. Basic and Standard include revisions, and you can add a training call or support as an extra.
