Another Zapier automation project completed for an agile Brisbane business.
Bye bye manual duplication time wasting ... we've delivered another automation project . Using Zapier we helped this Brisbane company streamline leads from various locations (web, calendar apps, meta etc) into monday.com via a central Google Sheet (as they are already on Google Workspace) as a routing point to provide flexibility and redundancy. We even setup automated lead colour coding within Monday depending on what boxes were ticked on the web form.
And yeah, we know that some CRMs allow direct integration with certain apps however ...
This approach allows us to not only add and remove apps from the automation sequence with minimal interruptions, it also provides this team with a backup of leads in case any of their software stack becomes unavailable.