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in this tutorial we'll show you how to set up monday.com CRM for health insurance agents I'll show you the exact process in details including workflow setup integration with chart form automations and more so stay tuned here are the steps that we'll be covering today chat form form setup we will send this form to our potential customers to fill out monday.com CRM setup and customizations which will make it easier to manage our leads monday.com integration with chatform this will allow the leads to come into monday.com CRM once customers complete the form in chat form monday.com automations this step will help us automate certain processes to make it easier to manage our leads in monday.com let's get started we'll be using chatform to create and test our lead capture form chatform is an advanced and flexible form building software which is why we like to use it for all of our form building needs they have a large form template library but we'll be creating our form from scratch let's start creating our form login to your jotform.com account or create one if you don't already have an account once logged in go to all forms this where you'll see all of your forms let's create a new form click on create form then click on start from scratch next click on classic form and if you see the organization setting pop up click on the X to close it let's review the basic setup of chatform on the top you have the different tabs build settings and publish which we'll get back to let's go back to the build menu on the left you have form elements button there is a plus sign if you click on it you will see all the form elements that they have including some payment methods widgets and so on they have a lot of selections on the right side there is a form designer button if you click on that you'll see the properties of the form element selected by default it's the entire form okay let's go ahead and create our form click on form and change the name to request a quote for health insurance or whatever you want to call it let's make sure that both the form elements left menu and properties right menu is open next we want to have the minimal Fields possible to increase the conversation rates okay let's start adding our Fields by clicking on the type of fields we need first we click on full name from the elements menu to add full name then we click on date picker element to add date of birth we also want to add an email address field so we click on email element and name it email now click on phone element to add a phone number click on address element to add address now let's click on single Choice element to add smoker and for options put yes or no next click on short text and put health conditions after click on long text elements and add medications let's click on long text again and add any pre-existing conditions please explain now let's click on number and add High and let's click on number element again to add weight let's click on signature element to add signature for the client finally let's also click on captcha element to add recaptcha and set it to be invisible this will help with preventing spam submissions then let's make some of the fields required open the properties of the name field by clicking on the properties button and turn on the required option then once properties window is open clicking on another element should automatically switch properties window and show the properties of the selected element repeat the same process for phone number health conditions and signature as we want these fields to be required for completing the form next let's align some of the fields to make the form nicer let's move the email next to phone number in order to do that we need to shrink the fields open properties of phone number go to Advanced Tab and turn on the shrink option let's repeat the same steps for email and finally move the email next to phone number repeat the process for other elements as needed to align them next to each other as needed I think it looks good let's go ahead and publish the form copy the link and open in a new tab to test but for quicker testing go back to the designer click preview form click fill form button at the top this will automatically complete the form with test data to make testing easier then simply hit submit also confirm that the form looks good on different device types including phone tablet and desktop you can do that by clicking on the different device Types on the navigation bar finally let's go back to chart for my forms page to view our newly created form and to see our submissions you can do this by turning off preview forms mode then clicking on jotform Logo to go back to the home page you will see the newly created format submission count on the home page click on the submission link to view current submissions as you see we have few submissions already let's go back to the form editor publish make sure you save the form link you'll need it to direct traffic to this form to collect leads also check out other options such as Ambit code if you'd like to embed the form onto your own website instead of using direct link to the form they have other options as well such as iframe WordPress plugin and more let's go back to our submissions and download we'll need that file at a later time now the turret all set with chat form let's go to monday.com and start setting up our CRM then we can connect monday.com with the new form we created in chat form you do have to be monday.com admin to be able to do this next steps monday.com has different versions we'll be using monday.com CRM version the serum version has more CRM specific features that make it easier to manage our leads when you first log in you should have the default CRM template which has leads deals contacts accounts and more we'll be creating the new CRM process for our health insurance agents let's create a new CRM workflow click on plus sign then see all templates select CRM and click on use template this will create a new set of ports and processes to manage our leads and accounts it will put everything under CRM folder but let's rename that folder to health insurance leads let's also rename the lead support to health insurance leads and move it to the top as we are going to focus on leads for this tutorial by default lead sport only has some of the columns that we need hence we need to add the missing columns to do this let's open the file we downloaded from jotform the column names are in the first line of the file but we need to modify the column names before adding to the lead support to make it easier to manage our data copy the first line into notepad or a simple Text Editor to make it easier for this tab now let's put each column on a new line and shorten it when possible this will take a little bit of time but it's an important step to make it easier to manage our board next we can delete the columns we already have in our leads board such as name phone number and so on for address Fields create a single text fill columns on the board chat for Mattress Fields mapped to a single column as part of the jotform integration address columns will contain street address city state and zip all in a single column once we have a list of all missing columns let's go ahead and add them to the end of the leads board you can select text column type in most cases and sometimes it's easier to just duplicate an existing column once the missing columns have been added you can go back and change the column types when necessary let's change submission date to date you can do this by clicking the three dots next to the column name and then select the specific type and change column type menu repeat this process as needed for the other columns unfortunately when you change the column type sometimes it duplicate column ideally you should select the correct column when creating it okay after all the renames we now have all the columns we need with the correct types next let's check the status column the default statistics are okay but let's add a few more click on one of the statuses then click on edit labels let's add reviewed follow-up appointment scheduled and negotiation statuses let's change qualified to one then change unqualified status to Lost unqualified then let's add a couple of more last not interested and lost no answer you can change the colors of the statuses to match your needs we usually like to make any status that's in progress some sort of orange and more cleaner when getting close to closing deal and red when unqualified or when dealer is lost or no longer interested we can also delete any of the statuses that we don't want to insert them the way we like by dragging or dropping we usually want to sort the status in order yellow orange green and red you can always come back here and make more changes let's add one more status type column to track the progress of our proposals click on the three dots next to the status column then click on ADD column to the right then select status let's rename it to proposal and the default status options are fine for now after we speak with the leads and qualify them they will most likely to ask for proposals this new status column will help us track our proposals writing progress make next let's add some groups to make it easier to organize our leads we let these groups in progress appointments scheduled follow-up negotiation won and lost we'll also set different colors for each group we usually like to select orange or yellow for in progress and more green when we get closer to closing the deal and red when the deal is lost now that our lead board is almost ready let's connect it with chatform this step is called platform integration let's first jot format from the marketplace click on button left user logo and then apps Marketplace search for jotform and select then click on add to your account then scroll down and click on once it finishes let's close and exist now let's connect chatform to our leads board click on button left user logo then apps Marketplace click on installed apps as we have already installed platform app select chat form and click on use app then click on add to board this will bring up a pop-up where we can select the workspace and Lead support for jotform integration this will bring up all automations that chatform supports let's select the automation when form is submitted create an item this step might ask you to login into your jotform account and authorize the integration next let's set up the integration we need to click on a form link and select the form we created earlier in chat form next let's click on item and go through the mapping of each column we need to map to add form elements with our columns in the leads board please take your time with this step it's important that we map all the fields so the data can flow from our jotform into monday.com once you are done with all the mappings click on done then click on add to board then close you can always go back to this integration by clicking on integrate button at the top of the board which will bring up all the Integrations then you can simply click on the three dots and edit any of the Integrations as needed that's all we need to do to set up the integration between jotform and monday.com world now we can test our integration and see how it works let's go back to our request a quote for moving form in chat form and submit a new entry if our integration works properly we should see the new submission in our monday.com lead support under New Leads group as you see after submitting we got the new lead on our lead board so everything is working as expected now that we got our integration working with chatform let's add some automations on our board monday.com automations help you automate certain tasks on your board to help you save time for example let's say we want to automate the moving of the leads to the specific groups based on status changes for instance when we change the status to reviewed or contacted delete should be placed is in progress or when status changes to appointments scheduled it should be placed in a potent scheduled group and so on this will help us stay organized without manual doing all the work let's go through and set up these automations again the goal of this automation is to move the lead to different groups based on status column changes to start click on automate button at the top then click on add new automation click on when this happens link and select status change click on status link and select our status column click on something link and select reviewed next click on then do this link and select move item to group click on group and select in progress group as you see when your selections are done it almost becomes an English sentence when status changes to reviewed then move item to in progress as you can see monday.com automations are really easy to set up even for non-technical users when you are done making changes click on create automation this will create the Automation and take you back to the automation screen where you will see the newly created automations you can always edit the automation by clicking on Three Dots and select edit now to save time let's duplicate automation to configure for the other status changes to do this click on the three dots and select duplicate permission then simply make the changes and click on create automation repeat this process until you are done with all the status changes and group selections once the automations have been created Let's test it out the idea is if you change the status it will automatically move to the specific group as you can see our automations are working we can help with your monday.com CRM setup or even with custom Integrations and automations We Are An approved partner for both monday.com and jatform to learn more or to get a quote for your setup simply scan the QR code and submit your request by the way we also use the same setup of chatform on monday.com for our leads we have simply embedded the chat form onto our own website and collects lead similar way check out at shootbit.com forward slash CRM or simply scan the QR code if you need to sign up for monday.com or chatform you can support the channel by simply scanning the QR codes we will include the links in the description of this video our partner links get the latest promotions offered by jotform on monday.com be sure to check out the links in the description below simply scan the QR codes on your screen if you found this video helpful please like us to help with the YouTube algorithm and be sure to subscribe to our channel to be notified when we publish new videos thanks for watching see you next time