How to create an automatic lead reminder
Creating an automatic reminder for a lead in Monday CRM requires configuring an Automation Recipe that sends a notification or email on a specific date. The process involves navigating to the lead's board, setting the reminder date in a date column, and creating the automation recipe. In Teeo, you indicate the lead, the reminder, and the date, and it's scheduled instantly.
How to do it in Teeo
“Create an automatic reminder for lead John García in 3 days for follow-up”
The reminder is set. You will receive an automatic notification on the specified date.
How to create an automatic lead reminder in Monday CRM: step by step
Requirements
- ·Reminders in Monday CRM are configured through Automation Recipes that trigger notifications or emails on a specific date.
- ·You need a date column in the board to record each lead's reminder date.
- ·Notifications are sent within Monday (notification bell). For external emails, you need to integrate Gmail or Outlook.
Log in to Monday CRM
Go to monday.com and log in. Navigate to the leads board where John García is registered.
Verify or add a reminder date column
Check if your board has a 'Date' type column for reminders. If not, click '+' to add a new column of type 'Date' and name it 'Reminder'.
Locate John García's item
Find the lead 'John García' in the board. You can use the board search bar or filter to find him quickly.
Set the reminder date on the item
Click on the 'Reminder' column cell in John García's row. Select the date in the date picker: calculate 3 days from today. Confirm the selected date.
Access board Automations
Click the 'Automations' button in the board toolbar to open the automations center.
Create the date-based reminder recipe
Click '+ Add automation'. Select the recipe: 'When [column] date arrives, notify someone'. Configure: 'When the date in the Reminder column arrives, notify the item creator'.
Customize the notification message
In the notification settings, edit the message to include reminder context: 'Reminder: follow up with lead {{Item Name}}'. This will give you clear context when you receive the notification.
Save the recipe and verify
Click 'Create automation'. Verify the recipe is active. Return to John García's item and confirm the reminder date is correctly set to 3 days from now.
Frequently asked questions
How do I create a reminder for a specific lead in Monday CRM?
To create a reminder for a lead in Monday CRM, you need: a date column in the board, setting the reminder date on the lead's item, and configuring an Automation Recipe that sends a notification when that date arrives. The process takes 15 to 20 minutes, including setting up the automation.
Do Monday CRM reminders arrive as push notifications?
Yes. Notifications configured via Automation Recipes in Monday appear in the notification bell within the platform and, if you have the Monday mobile app installed, as push notifications on your phone. For email reminders, you need to configure the recipe to send an email instead of an internal notification.
What is the fastest way to schedule a reminder for a lead?
The fastest way is with Teeo CRM. You tell the assistant: 'Create an automatic reminder for lead John García in 3 days for follow-up' and the reminder is scheduled instantly without opening any automation menus or editing date columns.