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Fiverr Pro
English
$
USD
I will set up monday CRM, workflows and automation
Julie Williams
About this gig
Are you looking for a monday CRM expert to set up monday.com, build workflow automation, and streamline your business processes?
I will set up and customize your monday CRM, create monday automation workflows, organize your sales pipeline, and automate repetitive tasks so your business can run more efficiently.
My services include:
- monday CRM setup and customization
- monday.com boards, fields, stages and views
- Sales pipeline and deal management
- Lead and contact management
- Workflow automation and task automation
- Follow-up and notification automation
- Forms and lead capture setup
- Customer onboarding workflows
- Project and task management workflows
- Business process automation
- integration
- Zapier, Make.com and n8n automation
- API and webhook integrations where supported
I can build workflows for lead management, sales, customer management, follow-ups, task assignment, approvals, notifications, team collaboration and other repetitive business processes.
Whether you need a new monday CRM setup, monday.com customization, workflow automation, CRM integration, or an existing system optimized, I will create a practical solution around your business needs.
Message me now and let get started
Get to know Julie Williams
Julie Williams
Apollo io CRM and Lead Generation Expert
- FromUnited Kingdom
- Member sinceAug 2026
- Avg. response time1 hour
- Last delivery4 days
Languages
English, German, Spanish
Hi, I’m an Apollo.io & CRM expert with 5 years of experience in B2B lead generation, prospect research, data enrichment, CRM setup, and sales automation. I help businesses build accurate prospect lists, find qualified leads, organize CRM data, and create effective outreach workflows using Apollo.io. My focus is on accuracy, quality, and delivering results that help businesses connect with the right prospects and grow their sales pipeline.
FAQ
What can you set up in monday CRM?
I can configure boards, pipelines, stages, custom fields, views, dashboards, workflows, automations, notifications, and other CRM features based on your business process.
Can you create custom monday CRM workflows?
Yes. I can create workflows for tasks, sales processes, customer management, notifications, assignments, status changes, follow ups, and other internal business processes.
Can you integrate monday CRM with other applications?
Yes. Depending on your requirements and the available integrations, I can connect monday CRM with tools such as Zapier, Make, n8n, and other supported applications.
Can you customize an existing monday CRM?
Yes. I can work with an existing monday CRM and reorganize boards, pipelines, fields, workflows, automations, and other components according to your requirements.
What do you need before starting the project?
I need access to the relevant monday workspace, a description of the workflow you want to create or improve, and any existing setup or integration details that are relevant to the project.
