RightBound app for monday.com

Find Leads & Contact Info

    App Installation    


Install the App

Visit monday CRM's Marketplace and select the app Find Leads & Contact Info by RightBound.

For monday work management users only:

Map your accounts, leads and contacts boards

  • Select your "Accounts" board, your "Contacts" board, and your "Leads" board
  • Click "Save"

 

 

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    Define Your Target Persona    


Set your target persona 

Use the "Persona Builder" tab to set your desired target audience - this will define the new leads our app will source for you. 

    Add Contact Information to CRM Records    


Complete missing lead info

To add information such as current role, tenure, LinkedIn profile, and company information - select "Refresh" in the "RightBound Action" column.

The information will be added automatically for each new contact that you add to your board.

 

 

Find email and mobile phone number

To add email for records, select select "Find Email" in the "RightBound Action" column.

To add mobile phone numbers for records, select "Find Phone" in the "RightBound Action" column.

To add both email and mobile phone numbers for records, select "Find Email+Phone" in the "RightBound Action" column.

 

    Find Personas Similar to an Existing Lead    


Find new similar contacts 

To expand your reach into an account so your reps can multi-thread, find additional people similar to an existing record by selecting "Find Similar Contacts" in the "RightBound Action" column.

 

 

 

Downloading and using the chrome extension

Download our chrome extension

Step 1: Go to our chrome extension, install, and login

Step 2: Go to LinkedIn profiles and choose to push them automatically to your monday CRM.

 

 

 

    Find New Prospects from Target Accounts    


Add an account and start prospecting

Step 1: On the "Accounts" tab, click "New Account" and type the account name. You may also import a file of multiple accounts.

Step 2: Under the "RightBound Action" column, select "Find Contacts".

 

 Note: it is mandatory to define your target persona before  starting to prospect accounts.

 

    Coming Soon: Track Prospects for Job Changes    


Get notified when your contacts change jobs

To track a contact, select "Track" Under the "RightBound Action" column.

 

monday crm landing page - job change (1)

    PRICING & PLANS
(Billed yearly; month to month plans available)

Starter

300 credits

$25/month

Basic

750 credits

$40/month

 

Pro

1500 credits

$70/month

 

Enterprise

4500 credits

$175/month

 


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Verified Contact
1 credit

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Email
3 credits

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Phones
9 credits

Video Tour


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