How to create Contact & Account & connect both to Lead automatically скачать в хорошем качестве

How to create Contact & Account & connect both to Lead automatically

Unlock seamless CRM integration with Monday.com! Learn to auto-connect contacts and accounts to leads. Subscribe and share your thoughts! CHAPTERS 00:00 Introduction to Automating Contacts and Accounts 00:40 Setting Up CRM Boards 01:31 Creating and Connecting Contacts and Accounts 03:15 Configuring Automations 05:49 Mapping Values and Testing 11:02 Final Steps and Recommendations 13:04 Conclusion and Best Practices SEARCHABLE VIDEO TRANSCRIPT + VIDEO HERE https://share.descript.com/view/YHZ7a... BLOG POST VERSION HERE https://mondaywiki.com/how-to-create-... SUMMARY Introduction to Automation in Monday CRM **Purpose of the Tutorial**: The video aims to demonstrate how to automatically create a new contact and a new account in Monday CRM and connect them to a lead seamlessly. This approach can be adapted for any core Monday product. **Pre-requisites**: Before starting, ensure that the core CRM boards from the template center are installed. These include the Contacts board, Accounts board, and Leads board. Setting Up the Boards **Initial Setup**: Start by adding the necessary CRM boards from the Monday.com template center. Rename boards for clarity in automation setup. **Default Settings**: Modify default settings by turning off features in the leads board that don't align with the desired automation process. Creating Connections with Automation **Button Column Trigger**: Although using a button column is not recommended, the video shows creating and connecting items using it due to a specific viewer query. It involves creating custom automation triggered by the button column. **Mapping Values**: Set up the automatic mapping of values from a lead to a new contact and account. Ensure proper mapping for contact names and company information. Enhancing Connection Accuracy **Renaming Boards for Clarity**: Renaming boards is crucial to avoid confusion during automation setup, especially in workspaces with similar board names. **Creating Two-Way Connect Board Columns**: Establish two-way connections to ensure automatic linking between leads, contacts, and accounts. Considerations and Best Practices **Recommended Approach**: Instead of button columns, use status columns that change from one state to another to trigger automation, reducing the risk of duplications. **Benefits of Using Status Columns**: Status columns offer a visual indicator of automation progress and help prevent unintended duplicate actions by requiring specific state changes before triggering automations. Demonstration and Troubleshooting **Live Demonstration**: The presenter demonstrates the setup and execution of the automation, showcasing the creation of contacts and accounts with linked data. **Checking Connections**: The video shows how to check and verify the created links between leads, contacts, and accounts to ensure they are functioning as intended. Conclusion and Final Recommendations **Managing Duplicates**: Avoid using button columns to prevent unnecessary duplicate entries. Status columns are more reliable for managing automatic connections. **Final Thoughts**: The tutorial concludes with reminders on the limitations of button columns and endorses status columns for better efficiency and automation control.