Challenges

Before partnering with Camel Tech, The Hydration Co. faced several operational bottlenecks that hindered their growth:

1. Manual lead tracking and disorganized workflows:
   The Hydration Co. had minimal cohesion in their Monday.com workflows. Lead assignment, follow-up, and progression through the sales funnel lacked automation. Additionally, there was no defined system in Monday.com for managing product trials.
   As a result, sales reps had to rely on manual updates, leading to inconsistent communication and delayed responses that risked losing valuable leads. Lack of proper task structure meant tasks that ran in parallel often caused confusion, and a lack of status clarity made handovers difficult, especially with shared visibility needed for partners like Bevi.

2. Manual document and contract handling:
   The process of generating and managing proposals, trials, and contracts was entirely manual. There was no automation for document creation, signing, or version tracking. Sales reps had to download, edit, and re-upload contracts themselves—consuming time and risking avoidable errors.

3. Disconnected systems and manual order fulfillment:
   Critical systems like Zoho Inventory, Stripe, and QuickBooks weren’t integrated. Orders for consumables had to be placed manually, and invoice syncing between Stripe and QuickBooks required manual effort.

4. Limited scalability and team overload:
   Despite team growth, The Hydration Co.’s processes weren’t ready to scale. Without automation and structured workflows, the team was bogged down by repetitive admin tasks. Plans to expand operations and eventually offer a self-serve portal were stalled by tech limitations and operational inefficiencies

These challenges are not unique—many growing companies struggle with fragmented systems and manual processes. The Hydration Co.’s leadership recognized that to scale sustainably, they needed streamlined workflows, automation, and the right tools. That’s where Zapier Monday.com came into play. Enter Camel Tech.

Transformation: Streamlining Workflows with Zapier Monday.com

1. A centralized, automation-first approach with Zapier and Monday.com

Camel Tech stepped in to turn things around with a Zapier Monday.com-powered transformation. Rather than introduce complex new software for every problem, Camel Tech’s experts centralized the clients’ workflows on Monday.com, and wove all the pieces together with Zapier automation.

2. Mapping the lead-to-customer journey:

First, the Camel Tech team sat down with the team to map out every step of their lead-to-customer journey. They discovered quick wins where automation could instantly ease the team’s burden.

For instance, when a potential client fills out the inquiry form on The Hydration Co.’s website, that lead used to sit in an inbox until someone manually transferred it to a spreadsheet. Camel Tech replaced this manual step with a seamless Zapier–Monday.com integration: now each web inquiry instantly pops into a centralized Monday.com board as a new lead item, pinging the sales rep with an alert. The result? No more leads falling through the cracks and prospects get a response in hours, not days.

3. From chaos to control in just weeks:

In a matter of weeks, Camel Tech’s Zapier Monday.com solution turned The Hydration Co.‘s manual, error-prone processes into an efficient machine. The chaos gave way to clarity and control, all without requiring the client to learn a complicated new system – Monday.com’s intuitive interface became their central hub, and Zapier quietly handled the rest in the background.

What We’ve Implemented – At a Glance

Camel Tech deployed several key improvements to drive this transformation:

• Client overview and initial assessment: The client had an existing Monday.com workspace with minimal automation and limited integration across their tools. Their sales processes were manual, leading to inefficiencies in lead tracking, deal management, and customer onboarding.

• Process mapping and workflow design: To begin the transformation, we conducted a detailed mapping of their sales and operations workflows using Miro.

  This allowed us to visualize the process from lead acquisition to customer management, and identify bottlenecks and opportunities for automation.

• CRM board structure in Monday.com: We developed three key boards in Monday.com—Leads, Deals, and Trials—each tailored with custom columns to suit their respective workflows.

  • • Leads board: Features columns such as custom statuses, assignees, due dates, contact names, addresses, emails, phone numbers, lead source, quantity, expected close date, and follow-up dates.

   

  • • Deals board: All fields from the Leads board, with additional fields such as deal value, contract file storage, purchase type, headcount, and contract notes.

   

  • • Trials board: Similar to the Leads board, with stages mapped specifically for product trials.

   

• Automated lead intake and assignment: We integrated the client’s Wix website with the Leads board. Submissions from the “Contact Us” form are automatically captured in a dedicated group labeled Website Leads, with all form fields mapped to corresponding columns in Monday.

  Leads are automatically assigned to a Lead Manager and Sales Representative, with pre-defined subtasks triggered (e.g., assign sales lead, contact lead).

• Seamless pipeline progression: When a lead is qualified, it is automatically moved to the Deals Board. Column mapping ensures all data is transferred without loss. New subtasks are generated with updated due dates and statuses specific to the deal phase. The Deals Board includes a Docugen integration, enabling automated contract generation and signature collection based on status changes. Reminder automations ensure timely completion of contract signing and payment.

  

• Customer lifecycle management: Upon deal closure and payment confirmation, the customer is transitioned to the Customer Board within the Work Management Space. This board centralizes key client data for future account management.

• Trial workflow and outcome tracking: If a lead opts for a product trial, they are routed to the Trials Board. Upon successful trial, they can be moved to the Deals Board for contract finalization.

• Data integrity and automation controls: We ensured that column mapping is consistent across all board transitions to prevent data fragmentation. Each board utilizes automated subtasks with due dates, reminders, and role-specific notifications (sales leads, deal owners, sales managers).

• Workflow documentation and training: A detailed step-by-step guide was created for the Leads and Deals workflows, empowering the team with process clarity and ensuring smooth adoption.

• Cross-platform automation logic and integrations via Zapier: We utilized Zapier to streamline data flow between platforms:

  • Stripe for billing
  • QuickBooks for accounting
  • Zoho Inventory for inventory and sales order management
    When a new customer is added in Stripe, a corresponding customer account is created in Zoho. When a sales order is initiated in Zoho, it automatically triggers invoice generation in Stripe. Stripe invoice updates then flow into QuickBooks, where new invoices are created or existing ones are updated, ensuring accurate financial records.

Results

The impact of Camel Tech’s improvements was felt immediately by the Hydration Co’s team

• Immediate efficiency gains: In the first six months post-transformation, the company reclaimed over 120 hours of work that would have been spent on tedious administrative tasks. Tasks that once took multiple steps and personnel now happen with a single update in Monday.com, or entirely in the background via Zapier automation. This efficiency gain is like getting back an extra workday every week, which the team can now devote to nurturing customer relationships and generating new business.

• Boost in lead management and conversion: Lead management improved dramatically. With faster response times (often within just a few hours instead of two days), the company saw more prospects turning into customers. In fact, the lead-to-client conversion rate jumped by about 20% in the quarter after implementing the Zapier–Monday.com solution. Prospective clients received quick, consistent engagement, which built trust and moved them through the sales funnel smoothly.

• Increased operational capacity and revenue growth: Operationally, the business can handle much more volume without breaking a sweat. This improved capacity has translated into real growth: The Hydration Co is on track for an estimated 15% increase in revenue over the next year. That projection is grounded in their current trajectory of handling more deals faster and retaining existing clients through better service.

• Enhanced team morale and customer experience: The team feels less stressed and more in control. The ROI is seen in hours saved, higher sales, happier employees, and a stronger foundation for growth.

In short, the partnership with Camel Tech didn’t just implement new tools; it fundamentally upgraded how The Hydration Co operates day-to-day.