When working with monday CRM, your leads are of the utmost importance. In order to make sure none of your leads slip through the cracks, you'll want to make sure they're all logged in one designated board. Since we know that sometimes your leads are generated from several different sources, we've compiled this comprehensive guide on importing your leads.
Import from Excel
If you have leads listed in an Excel sheet, you can easily import them into your leads board with a few clicks. Simply click the blue "Add" button, "Import items", and then you can browse your computer or drag and drop files straight into the pop-up window!
To learn more about importing leads from Excel to monday CRM, take a look at the "Import from Excel to monday CRM" article.
Utilize WorkForms
A great way to collect incoming leads in one place is to use a WorkForm. Anyone with a link to the form can access it and fill it out. Once the form is filled out, the information is transformed into a lead on the board, and the data collected is filled into the relevant columns.
Learn more about WorkForms here.
Integrate your apps and websites
If you have leads in other platforms, you can continue to reference them while effortlessly compiling information in your Leads board. Check out some of the following monday integrations to merge your leads seamlessly and automatically into your board:
Facebook is an excellent tool to manage your campaigns and collect leads. With the Facebook Ads Integration, you can merge those leads into your monday.com leads board.
Hubspot
HubSpot is a software platform used for sales, customer service, marketing as well as a CRM. When it is integrated into monday.com, you can have all your leads, contacts, and companies managed in your leads board. Take a look at the "HubSpot Integration" article to learn more.
PipeDrive
Pipedrive is a cloud-based sales software that helps you organize your customer relations management. Integrate Pipedrive into your monday.com account to reflect on all of your insights right within your leads board.
Copper
Copper is a CRM tool within G-suite, but all leads collected there can be added automatically into your monday.com leads board when the Copper Integration is activated. All future updates in Copper will be automatically synced to your Leads board.
Salesforce
Salesforce is a sales process management tool that helps you track leads and manage your sales process from start to finish. When integrated into monday.com, you can track all of those leads and view automatically synced changes right within your leads board.
Add them in batches
You can easily input your leads manually into your board on an ongoing basis, but if you have a list of leads elsewhere, you can add them in batches instead of one by one.
Simply copy the list of leads into your clipboard and paste it into a new item. It's important to note that this will only import the name of your lead, and the rest of the columns must be filled in manually afterward. If any of the leads share column values, you can use batch actions to fill them out quickly.
Check out the "Copy and paste multiple items from an external source" article to learn more about how to add and edit many items at once.
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.