Monday.com - Leads

Monday.com is a work management platform that enables teams to plan, track and manage projects, leads and workflows using customisable boards, structured data columns and automation tools.

Customer data is captured on your ShopWired website when users register for an account, and this data is automatically sent to Monday.com where new lead items are created and organised within your boards.

• Capture new customer leads automatically

• When a customer creates an account on your ShopWired website, a new lead is created in your Monday.com board

• Structure and organise lead data

• Customer name, email address and phone number are mapped to columns within your Monday.com board for easy tracking

• Manage leads within your workflow

• New leads are added to a specified group within your Monday.com board for streamlined organisation

• Data handling and responsibility

• Customer data is transmitted via Make and stored within your Monday.com account

1. Create a Monday.com account if you don't already have one
2. Import the provided scenario blueprint into Make
3. Connect your ShopWired, Make and Monday.com accounts
4. Configure the destination board and group for leads
5. New customer registrations on your ShopWired website will create lead items in Monday.com