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I will setup monday CRM automation workflow zapier zoho make com n8n project management
Lucy C
About this gig
Hello,
Is your team drowning in manual tasks, missed follow-ups and disorganised projects? Let me fix that.
I will set up and automate your entire Monday CRM and project management system using Monday.com, Zapier, and n8n so your pipeline runs smoothly, your team stays aligned and nothing falls through the cracks.
What I will build for you
Custom Monday CRM boards and sales pipeline Automated lead capture and contact management Zapier workflows connecting all your tools n8n automation for complex logic and follow-ups Team dashboards and reporting setup
What you get
- Fully customised Monday.com workspace
- Automated workflows tested before delivery
- Clean dashboards for real-time visibility
- Full documentation and walkthrough video
- Ongoing support after delivery (Premium)
What I need from you
- Monday.com account access
- Brief on your business process and team structure
- List of tools you currently use
Perfect for agencies, consultants, coaches and growing teams ready to scale operations.
Order now or message me let's build your system today.
Get to know Lucy C
Lucy C
CRM Specialist
- FromUnited Kingdom
- Member sinceNov 2025
- Avg. response time1 hour
Languages
English, Spanish, French, German
Hello, i'm Lucy an Automation Specialist helping businesses save time with Monday.com CRM, custom Slack bots, and powerful integrations using Zapier, n8n, and Make.com. I diagnose workflow problems and build smart, reliable automations that boost productivity.
FAQ
What is Monday CRM and how is it different from Monday.com?
Monday.com is the project management platform while Monday CRM is a dedicated sales and lead management product built on top of it. I set up both together so your sales and operations run in one connected workspace.
Can you work with my existing Monday.com workspace?
Yes. I build on top of your current setup without disrupting active boards or workflows. Everything is added cleanly alongside what you already have.
What is n8n and why use it with Zapier?
n8n handles complex automation logic conditions, loops and custom API calls that Zapier can't do cost-effectively. Together they give you a faster, more powerful and scalable automation stack.
Will I be able to manage everything myself after delivery?
Absolutely. Every workflow is fully documented with a walkthrough video. You own the system completely and can manage it independently without needing me again.
What kind of businesses is this best for?
Agencies, coaches, consultants, real estate teams, e-commerce operations and any business managing multiple leads, clients or projects that needs a clean organised system.
How many team members can this system support?
No hard limit. The system scales with your Monday.com seat plan. The automation and workflows handle unlimited contacts and tasks regardless of team size.
