I will set up monday com crm with automation and zapier, make com integration

United Kingdom

I speak English, French, German

crm expert

Hello Everyone, I'm Richardo and I specialize in HubSpot setup and optimization, plus GoHighLevel automation, Zoho, and Monday.com, cleaning up messy pipelines, automating lead nurturing, and building...
About this Gig

Leads slipping through the cracks in Monday.com? Follow-ups you're doing manually that should be automatic? That's a setup problem, not a Monday.com problem and it's fixable.


I build out your Monday.com CRM and automate it end-to-end, including Zapier and Make.com, so nothing depends on you remembering to do it.


What I fix:


  • Monday.com CRM board setup pipeline, statuses, custom columns
  • Custom fields, groups & contact organization
  • Workflow automation (lead assignment, follow-ups, notifications, task triggers)
  • Zapier integration connect Monday.com to your other tools
  • Make.com integration advanced, multi-step automation
  • Clean data import & migration
  • Dashboards & reporting that actually make sense


How it works:


  • Message me your current setup, tools, and automation goals
  • I map out the board structure, automation, and integration plan
  • You review and approve before I build
  • You get the final setup plus a walkthrough doc


Your Monday.com should be working while you sleep not the other way around.


MESSAGE ME TO GET STARTED!


Software:

Monday

Industry:

Animals & pets

Real estate

Retail & wholesale