CONNECT FACEBOOK LEADS TO MONDAYCOM HOW TO
CONNECT FACEBOOK LEADS TO MONDAYCOM TRIAL

This is a great resource!ДЄ few of our tips for managing your leads with, can be found in the Manage your leads with article.

CONNECT FACEBOOK LEADS TO MONDAYCOM HOW TO

You can find detailed instructions on different ways to import your leads using our How to import your leads to article.

They can be imported from tools like Excel or Google Sheets.

They can be added automatically through integrations with Facebook, Pipedrive, Hubspot, or other tools.

They can be added automatically using a monday form.

They can be added manually, one item at a time.

Here are a few of our favorite ways to add or import leads: Once you have your board set up, you'll need to add or import your leads. Because your contacts will likely come directly from your leads, your leads board and your contacts board should work together. If not, you can always create one using our Manage your leads with article as a guide.

Former - contacts who we are not currently working with.

Active - our active and paying customers.

CONNECT FACEBOOK LEADS TO MONDAYCOM TRIAL

New - contacts who have just opened a trial account but haven't made a purchase yet.

In this example, we've split our CRM board into three categories: Groups are a great way to split your board's information into specific categories. If you're using monday as your CRM, we also recommend adding a Connect Boards Column for the contact's account and an additional Connect Boards Column for any deals that you may later want to attach to your contact. Then, you can adjust the board to include any other data that you collect from your leads. If you're starting from scratch, begin by creating a column for the following data points: email, phone, title, company, and location. On your Contacts boards, you can keep a record of all the information you need to stay in touch with your current and potential clients.

You can use the board from our CRM template or set up your own from scratch. Read on to learn more about the best way to begin sorting your contacts when using as your CRM. With and our team's expert tips, that's never been easier! One of the best ways to keep your sales pipeline flowing in the right direction is to make sure that your contacts are right at your fingertips, properly cataloged, and integrated with the rest of your workflow.

Connect facebook leads to mondaycom