monday.com + Perspective
Create monday.com items for new Perspective leads via funnel
Streamline your sales process by turning new leads in Perspective into actionable items on your monday.com board. This automation will create a new item on your chosen monday.com board whenever a lead is generated in Perspective via a funnel. Save time and stay organized by having all your leads in one place, ready for your team to take action.
Streamline your sales process by turning new leads in Perspective into actionable items on your monday.com board. This automation will create a new item on your chosen monday.com board whenever a lead is generated in Perspective via a funnel. Save time and stay organized by having all your leads in one place, ready for your team to take action.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create Item
Create a new Item in a board
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