From Closed Deal to Project Kickoff: Fully Automated in monday CRM

Introduction

Closing a deal is exciting. Manually creating a project from scratch...Not so much.

In this video, I’ll show you how to automatically convert a closed deal into a fully structured client project inside monday CRM. This way, your sales to service/project operations handoff happens instantly, consistently and reliably every single time.

We’ll walk through

• The default out-of-the-box project automation in monday CRM

• How to improved the default project creation automation

• When to keep projects in monday CRM vs. monday Work Management

• Automate adding a new project to monday Work Management

👉 Watch the video to learn more.

monday.com CRM setup: Complete Guide for Beginners

If you’re interested in building more advanced workflows or automations, feel free to reach out.

To learn more, book a free consultation today! Try monday.com for free