Konnectify Monday.com
CRM Integration
PAPERFLITE
Current Workflow
Manage leads efficiently through structured tracking
Track opportunities across sales stages seamlessly
Collaborate on projects with clear visibility
Log activities for comprehensive customer insights
Monday CRM Primary Workflow
Leads Tab: Track and qualify potential leads efficiently.
Opportunities Tab: Manage opportunities through stages to close deals.
Projects Tab: Convert won opportunities into projects for execution.
Emails and Activities: Log interactions, meetings, and shared content engagement.
Leads and Opportunities Tab
Multiple Stages Across
Leads and Opportunities
Activity Logging
Offline and Online Activity can be logged
Paperflite Activity to fit within Sales Activity Tab - Collection Activity
Next Steps
Events to Push - Paperflite Content Shared, Email Opened, Link Clicked, Collection Viewed, Content Downloaded
Feasibility of directly sharing Paperflite content through Monday.com CRM.
Next Steps and Requirements - Konnectify