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Help Programming Monday.com to Sync Activities, Contacts, and a Third Board
This is a straight-forward and small project. We have built our marketing and sales funnels in Monday.com and have linked with SquareSpace and MailChimp with automations. However, we are stuck creating a "Business Development Activities" board, which allows employees to enter Bus Dev Activities like lunch with so and so or Sent a Thank You Card to another person and have that create an item in the Contact's related Activities board. We use Monday's Sales CRM to manage all of this. The outcome we are trying to achieve is to build two boards: (1) a simple one for employees that allows them to pick an activity and person from the Contacts board, and then create an Activity related to the Contact so when you are looking at the Contact record you can see all the various related Activities. The second board does all of this but provides more extensive sales tools. We have both boards working but are stuck on how to create and sync items with the Activities board.