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Compass + monday.com

Compass + monday.com

Compass + monday.com integrations

Create new Compass leads from new subitems on your monday.com board

Streamline your lead management process between monday.com and Compass with this handy workflow. When a new subitem is added to your board on monday.com, it initiates the creation of a new lead in Compass. This helpful tool effectively manages your tasks and leads, positioning your team for optimal organization and enhanced productivity.

  1. When this happens...
    New Subitem on Board
    New Subitem on Board
    New Subitem on BoardTriggers when a new subitem on a specific board is created.
  2. automatically do this!
    Create a New Lead
    Create a New Lead
    Create a New LeadCreate a new lead in your Compass CRM.
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More things you can do with monday.com and Compass

Discover other triggers and actions you can use with monday.com and Compass

    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Group Names to trigger on
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
    • Item_created_in_board_copy
    • Board ID
      Required
    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search
    New Board

    Triggers when a new board is created.

    Trigger
    Polling
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    • Board ID
      Required
    • Column IDs
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
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About Compass
Compass CRM empowers Compass agents to manage their business end-to-end in one platform.
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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.
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