I will set up monday com crm with automation and zapier, make com integration
About this Gig
I set up your Monday.com CRM and automate it end-to-end including Zapier and Make.com integrations so leads, tasks, and follow-ups run without you touching a thing.
Services included:
- 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 flows)
- Clean data import & migration
- Dashboards & reporting that actually make sense
Why choose me:
I ask questions before I build your automation should match your actual sales process, not a generic template. Every workflow gets tested before handoff, and I explain what I built so you understand your own system, not depend on me forever.
How we work together:
- Message me your current Monday.com setup, tools you use, and automation goals
- I map out the board structure, automation, and integration plan
- You review and approve before build
- Final setup delivered with a walkthrough doc
Your Monday.com should work while you sleep. Message me and let's build that see you in the inbox!
Software:
Monday
Industry:
Agriculture
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Animals & pets
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Art & design
FAQ
What do you need to get started?
I only need access to your Monday.com or ClickUp workspace, your business requirements, and a brief overview of your workflow or project goals.
Can you build a custom Monday.com workspace for my business?
Absolutely. Every workspace is tailored to your business processes, industry, and team requirements to maximize productivity.
