MondayCRM and Robaws Automation for construction company
Budget: €30 – €250 EUR
I want to take our construction company’s entire Sales and Planning flow in monday.com and make it run almost on autopilot while staying perfectly in sync with our Robaws ERP. At the moment we juggle marketing leads, quotes, project schedules, cost tracking, and owner dashboards in separate boards and in Robaws—too much manual updating, too many places for errors.
Here’s what the finished job should feel like: when a new lead hits the Marketing board it is instantly tracked, follow-up reminders are generated, and every status change all the way through contract signing appears both in monday.com and in the relevant Robaws module. From there, planned tasks, timelines, and budgets push forward automatically so that project managers, accountants, and the ownership panel always see live data and up-to-date sales reports without touching a spreadsheet.
Key objectives
• Seamless two-way sync between monday CRM boards and Robaws (API or Make/Zapier—your call, as long as it’s reliable).
• Automated lead tracking, scheduled client follow-ups, and clear, real-time sales reporting dashboards.
• Triggers that move data into our Planning, Project Management, Accounting, and Owner boards so everyone works from the same source of truth.
• A simple way for me to tweak automations later without deep technical work.
Because the focus is “Sales and Planning,” your proposal should walk me through:
1. The integration architecture you recommend.
2. Specific monday automations you would set up for the three sales tasks above.
3. How you will keep Robaws data consistent (error handling, rate limits, etc.).
4. A phased timeline with acceptance milestones.
Please send a detailed project proposal so I can see exactly how you’ll make this flow bulletproof. Feel free to reference any similar builds you’ve done, but keep the emphasis on the plan for my environment.
Here’s what the finished job should feel like: when a new lead hits the Marketing board it is instantly tracked, follow-up reminders are generated, and every status change all the way through contract signing appears both in monday.com and in the relevant Robaws module. From there, planned tasks, timelines, and budgets push forward automatically so that project managers, accountants, and the ownership panel always see live data and up-to-date sales reports without touching a spreadsheet.
Key objectives
• Seamless two-way sync between monday CRM boards and Robaws (API or Make/Zapier—your call, as long as it’s reliable).
• Automated lead tracking, scheduled client follow-ups, and clear, real-time sales reporting dashboards.
• Triggers that move data into our Planning, Project Management, Accounting, and Owner boards so everyone works from the same source of truth.
• A simple way for me to tweak automations later without deep technical work.
Because the focus is “Sales and Planning,” your proposal should walk me through:
1. The integration architecture you recommend.
2. Specific monday automations you would set up for the three sales tasks above.
3. How you will keep Robaws data consistent (error handling, rate limits, etc.).
4. A phased timeline with acceptance milestones.
Please send a detailed project proposal so I can see exactly how you’ll make this flow bulletproof. Feel free to reference any similar builds you’ve done, but keep the emphasis on the plan for my environment.