Introduction and Monday setup

0:00 what's going on everybody welcome to another video in our series make.com for people who want to make real money and in this video I'm going to show you guys how to integrate make with basically any CRM or project management system you guys want using web hooks which are probably one of the least well understood features in make for reasons that I do not understand myself uh it's super simple to get up and running and this video is going to show you how to do everything so if you are an experienc makeev or if you are somebody that's trying to learn the fundamentals for the first time it's probably one of the most commonly requested use cases you're in for a treat let's get into it okay so I said we were going to integrate make with monday.com but how exactly are we going to do so well the use case in this video is going to be

0:46 when I change a column called stage to generate proposal I want that to trigger a make scenario which goes out there and then generates a proposal for us and I want to do this using web hooks because web hooks are real time they're instantaneous uh they're just the best solution for this particular problem um so yeah we want to we want to template out a proposal essentially just using Monday and make.com uh I've set up a random proposal here in uh Google Slides which is probably the easiest way to get up and running with proposal templating if you've never used it before all you basically have to do is just open up a Google slide you can pick one of the templates they provide whatever and then uh anywhere that you want to put a variable all you need to do is just put two curly brackets and then like the name of whatever the variable is that you want and like you you make this up so I just made up company name and I'm

1:31 going to Define it in make so I don't know let's say you want um like a company name here uh this is a recruitment company example in my case so I have like a rle name here which we're going to help with um you could do stuff like first name stuff like last name prepared for whatever you could even get a lot more um nuanced with it if you wanted to use AI to like write out large portions of the proposal you're going to know how to do all that stuff by the end of the video and I'm just going to make sure as simple as humanly possible um so if you use monday.com you could literally just copy a flow like this and save your sales team anywhere from like 20 to 30% of their time energy and money cuz proposal is just such a pain in the ass but if uh you're new to Monday and you've never seen this before basically all crms work in a similar way uh you have the name column which is just where what defines the primary or unique key of the record

2:15 so in this case we have a fictional company called PA Incorporated uh coo we have a stage column which is just a bunch of different statuses you can imagine how this is a pipeline from start to finish the beginning stage is Discovery call middle stage is proposal sent third stage is uh Master Services agreement stent maybe there's a stale stage a one stage a loss stage you can obviously Define these however you want but this is how this particular company decided to do it and then there are a bunch of other columns for just personal identifying information stuff that may or may not be useful in the future or stuff that the sales team wants to see so yeah you can make this as complicated or as simple as you want uh but this is just the example that I picked because it's a real world example this is something that I'm actually developing for a client as we speak okay so how do we actually get up and running with this well I mentioned we're going to use web Hooks and and in monday.com using web