Hello upworkers,
I’m looking for an experienced professional to help migrate our data from Google Sheets into Monday CRM and set up automation for our pipeline stages.
Scope of Work:
Data Migration
Transfer all data from Google Sheets to Monday CRM with 100% accuracy.
Map fields correctly, ensuring no data loss or duplication.
Automation Setup
Configure notifications and reminders for pipeline stages to keep our team on track.
Set up custom automation rules to streamline workflow and reduce manual tasks.
Optimization
Provide guidance on best practices for a smooth transition.