Autotask + monday.com
Create items in monday.com from new opportunities in Autotask
Effortlessly manage your sales pipeline by connecting Autotask and monday.com. With this workflow, whenever a new opportunity arises in Autotask, a corresponding item will be created in monday.com, keeping your entire team informed and aligned. Streamline your lead tracking process and stay organized with this seamless automation.
Effortlessly manage your sales pipeline by connecting Autotask and monday.com. With this workflow, whenever a new opportunity arises in Autotask, a corresponding item will be created in monday.com, keeping your entire team informed and aligned. Streamline your lead tracking process and stay organized with this seamless automation.
- When this happens...New Opportunity
Triggers when a new opportunity is found.
- automatically do this!Create Item
Create a new Item in a board
- Free forever for core features
- 14 day trial for premium features & apps
About Autotask
Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
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CRM (Customer Relationship Management)About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
