How to build a CRM in monday.com

How to build a CRM in monday.com, feature image

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Need help building a CRM?

Here we take you through the process using monday.com, an excellent platform for building a workspace and your team’s CRM.

Features

– Intro

– Before you start building your Customer Relationship Management

– Live demo

– Q&A

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The power of webhooks with Make and monday.com
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The power of webhooks with Make & monday.com

Webhooks allow you to send data to Make over HTTP. Webhooks create a URL that you can call from an external app or service, or from another Make scenario. You use webhooks to trigger the execution of scenarios. Join us to learn how the power of webhooks can help you and your business. Learn how Make (formaly Integromat) can integrate anything into your monday.com account.

Support and ticketing in monday.com
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Support & ticketing in monday.com

The next stage in our “Build with us” series, in monday.com, is “Support and ticketing in your monday.com account”. Manage incoming tickets and correspond with clients. Being able to bring together all information into one central work hub can really enhance your workflow. Automatically assign tickets to the right department or support agent. Track the time they take to get solved. If you need to get back to your tickets, they are all stored in one place to refer back to if needed.