Mesoworks brings lead data into its monday.com sales workflow

Project context

Mesoworks’ sales team uses lead information from multiple external websites. The data needs to be organised before it enters their daily work in monday.com.

We built a solution combining automated collection, a custom CRM and synchronisation with the team’s tool. Details of the sources and the client’s business logic remain confidential.

The challenge

Different websites structure their information differently. Collection alone is not enough: sales work needs a common data model, statuses and relationships within the CRM.

Incomplete data and processing exceptions also needed to be handled. The monday.com integration had to make prepared information available without manual updates in another tool.

Our work

We built automated collection from multiple sources. The system gathers relevant information and gives it a common structure during processing.

We built a custom CRM with a model for leads, statuses and operational data. Validation and exception handling help control quality before further use.

We connected the CRM with monday.com. Synchronisation makes data available to sales staff, while the modular structure supports additional sources and automations.

What changed for the company

Sales staff receive organised information in monday.com for use in their sales process. Collection, preparation and delivery form one workflow, reducing manual gathering of information from separate websites.