How to create a nurturing sequence
Creating a nurturing sequence in Monday CRM requires configuring multiple chained Automation Recipes: one per message in the sequence. Each recipe defines a time condition, an email send action, and a follow-up trigger. The full process takes 30 to 40 minutes. In Teeo, you describe the sequence and it's configured in one message.
How to do it in Teeo
“Create a nurturing sequence for leads that haven't responded in 7 days: value message at 7 days, success story at 14, offer at 21”
The sequence is set up and will activate automatically for leads that meet the condition.
How to create a nurturing sequence in Monday CRM: step by step
Requirements
- ·Nurturing sequences in Monday CRM are built with Automation Recipes in the Automations section of each board.
- ·Email send automations require connecting a Gmail or Outlook account from the integrations center.
- ·Pro plan or higher is required for advanced automations with multiple conditions.
Log in and open your CRM board
Go to monday.com, log in, and navigate to the leads or contacts board where you want to set up the nurturing sequence.
Access Automations
Click the 'Automations' button in the top toolbar of the board. The automations center will open with available recipes.
Create the first recipe: message at 7 days
Click '+ Add Automation'. Select the base recipe 'When a date arrives, send email'. Configure the condition: 'When [Last Contact Date] field reaches 7 days without a status change'.
Configure the first message email
In the action field of the recipe, click 'Send email'. Select the recipient (lead email field), write the subject and body of the value message. Connect your Gmail or Outlook account if you haven't done so.
Save the first recipe
Click 'Create automation' to save the first recipe. Verify it appears in the board's list of active automations.
Create the second recipe: message at 14 days
Repeat the process: click '+ Add Automation'. Configure the condition for 14 days without response and write the success story content in the email field.
Save the second recipe
Click 'Create automation'. Confirm the second recipe appears active in the automations list.
Create the third recipe: offer at 21 days
Add a third automation with the 21-day no-change condition. Write the offer message in the email. Make sure to include a clear call to action.
Save the third recipe
Click 'Create automation' to save the third recipe. You now have 3 active recipes that form your nurturing sequence.
Verify and test the sequence
Check that all 3 recipes are active in the automations panel. Create a test lead to verify that emails are sent at the correct intervals. Adjust the texts if needed.
Frequently asked questions
How are nurturing sequences created in Monday CRM?
In Monday CRM, nurturing sequences are built using Automation Recipes. You need to create a separate recipe for each step of the sequence, configuring time conditions and email send actions. The process requires integrating an email account (Gmail or Outlook) and takes 30 to 40 minutes.
Is a paid plan required for automations in Monday CRM?
Yes. Email automations and sequences with multiple conditions require the Standard plan or higher from Monday.com. The Free plan has very limited automation options. The Pro plan offers unlimited automations and more condition options.
What is the simplest way to set up a nurturing sequence?
The simplest way is with Teeo CRM. You describe the entire sequence in one message: 'Create a nurturing sequence with a value message at 7 days, success story at 14, and offer at 21 days for unresponsive leads'. The assistant configures it automatically without you having to create recipes one by one.