Stop getting stuck with junk item names in Monday CRM! In this video, you’ll see how to use Fillout forms and Fillout’s amazing Calculations feature to finally sort out your Item Names.
(Finally!) no more being saddled with whatever dumb text form submitters enter as your Item Names.
As an example of what Fillout Forms can do, in this video you’ll learn how to split first and last names, push them to the right columns, and then auto-fill your item name the smart way. Automatically. With no input from the form submitter.
If you’ve ever struggled with Monday’s form mapping quirks or been forced to send emails that sound like a robot wrote them, this walkthrough is for you.
Stick around to the end for some bonus pointers on using Fillout’s calculations beyond just names.
TIMESTAMPED CHAPTERS
[00:00:00] What’s wrong with your item names in Monday CRM
[00:01:00] Common pain points with email templates
[00:02:00] Building a better form with Fillout
[00:03:00] Setting up columns: first name, last name, and mapping
[00:04:00] Why ‘TXT’ helps keep your sanity
[00:05:00] Using calculations to combine and fill item names
[00:06:00] Quick setup, testing, and see it in action
[00:07:00] Sending better emails (finally)
[00:08:00] Bonus: Using Fillout for more than just names
Save time, stop the headaches, and look more professional every time you email a lead from Monday. Tried this out or hit a snag? Drop a comment and I’ll help you out.