Description: We are a UK-based accountancy firm working with property and construction clients. We want to set up an automated lead generation workflow that pulls new UK companies by SIC code from Companies House, populates a Monday CRM board, and sends a letter to each company shortly before their first year-end using Stannp.com.
Scope of Work: Connect to Companies House API via Make.com
Filter by:
Specific SIC codes (e.g. 68100)
Incorporation date within the last 12 months
Push company details to a Monday CRM board, including:
Company name, number, SIC, incorporation date, address
Calculated columns: year-end, target mail date
Trigger a status update in Monday CRM when the mail date is reached
Optional: Integrate with Stannp API to send letters automatically
Optional: Configure email reply tracking into Monday (Gmail or Outlook)
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