Seeking Monday.com + TickTick Workflow / CRM Setup Expert

Posted 4 weeks ago

Worldwide

Summary

Seeking Monday.com + TickTick Workflow / CRM Setup Expert Hello! :-) We are seeking an experienced Monday.com specialist (preferably also familiar with TickTick, Calendly, and basic automation workflows) to help us build a simple, human-friendly operational system. Our primary goals are: Monday.com + TickTick Integration We would like TickTick to receive selected items from Monday.com, including: actionable next steps due items scheduled tasks/time blocks reminders follow-ups The purpose is to connect strategic project management in Monday.com with daily execution and time-blocking in TickTick. Simple CRM Setup in Monday.com We would like assistance creating a clean, easy-to-use CRM inside Monday.com. Desired functionality includes: creation of new prospect/client entries from a simple intake form capture of: name phone email type of services sought Automated Response Workflow After a prospect submits a form: an automatic email and text response should be sent response should include a link to a landing/scheduling page landing/scheduling page should connect to Calendly (or similar scheduling platform) Important: We strongly prefer: simplicity usability clean workflows clear explanations and systems that are easy for non-technical users to understand and maintain We are NOT seeking an overly complicated enterprise ecosystem. If interested, please contact us with: relevant experience examples of similar workflows familiarity with Monday.com automations/integrations and your general approach to building simple, user-friendly systems. Thank you! :-) Damien

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Intermediate
    Experience Level
  • $10.00

    -

    $25.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Automation
Business Process Automation
Activity on this job
  • Proposals:15 to 20
  • Last viewed by client:3 weeks ago
  • Interviewing:
    16
  • Invites sent:
    21
  • Unanswered invites:
    3
About the client
Member since Mar 16, 2012
  • United States
    Chicago8:03 AM
  • $66K total spent
    378 hires, 39 active
  • 670 hours

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