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$
USD
I will setup hubspot automation monday zoho crm gohighlevel pipedrive make integration
About this Gig
Are you finding it hard to manage your CRM, automate follow-ups, or streamline your sales process in Monday.com?
I help businesses turn Monday.com from a static board into a working sales and operations engine automated workflows, organized pipelines, and follow-ups that happen without you lifting a finger.
I build complete Monday.com systems for service businesses, coaches, agencies, and growing startups.
My Monday.com Services Include:
- CRM/board setup & customization (items, columns, custom fields, user roles)
- Workflow automation (recipes, task triggers, status changes, notifications)
- Sales pipeline & deal stage setup
- Email automation & follow-up sequences
- Meeting scheduler & appointment booking integration
- Contact & item segmentation
- Third-party integrations (Zapier, Calendly, Gmail, Slack, Mailchimp, Stripe)
- Data migration from other CRMs (HubSpot, Zoho, Salesforce, GoHighLevel)
- Dashboards & performance reporting
- Monday.com onboarding support
Why Work With Me?
- Organized, scalable board structures not just quick fixes
- Fast, clear communication
- Business-focused automation, built around how you actually sell
- Solutions that grow with you, not systems you'll outgrow in 3 months
Whet
Software:
Monday
Industry:
Biotech
•
Data analytics
•
Transportation & automotive
FAQ
Do you provide Monday.com CRM setup for beginners?
I handle Monday.com CRM setup from scratch — boards, items, custom fields, and user roles — so your workspace is ready to use even if you've never touched Monday.com before
Can you build Monday.com workflow automation for my business?
I build Monday.com workflow automation using recipes, status triggers, and task automation, tailored to how your sales process actually works.
Do you offer Monday.com email automation and follow-up sequences?
I set up Monday.com email automation including follow-up sequences and notifications, designed to keep contacts and tasks moving without manual reminders
: Can you set up a Monday.com sales pipeline and deal stages?
I customize your Monday.com sales pipeline with deal stages that match your actual sales cycle, plus automation for stage changes and internal alerts.
