Seeking Monday.com + TickTick Workflow / CRM Setup Expert
Worldwide
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/weekHourly
- 1-3 monthsDuration
- IntermediateExperience Level
$10.00
-
$25.00
Hourly- Remote Job
- Ongoing projectProject Type
Skills and Expertise
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
- United StatesChicago8:03 AM
- $66K total spent378 hires, 39 active
- 670 hours
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