Certileads + monday.com

Create items in monday.com for every new lead in Certileads

Streamline your lead management process with this powerful workflow. Whenever you secure a new lead in Certileads, it instantly creates a corresponding item in monday.com. This enables you to easily track and manage the progress of your leads, accelerating your sales funnel and enhancing your team's productivity.

Streamline your lead management process with this powerful workflow. Whenever you secure a new lead in Certileads, it instantly creates a corresponding item in monday.com. This enables you to easily track and manage the progress of your leads, accelerating your sales funnel and enhancing your team's productivity.

  1. When this happens...
    CertileadsCertileads
    New Lead

    Triggers when a New Lead is delivered.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

    • Board IDRequired

    Trigger
    Instant
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    • Board IDRequired

    • Group Names to trigger on

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
certileads logo
certileads logo

About Certileads

Certileads facilitates connections between Real Estate Agents and individuals looking to buy or sell homes in the United States.

Related categories

  • Ads & Conversion
monday logo
monday logo

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.

Related categories

  • Project Management

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