Create or update persons in Customer.io when new items in board are added to monday.com
Enhance your CRM process with this workflow that connects monday.com and Customer.io. When a new item appears in your monday.com board, a person in your Customer.io is created or updated. This process ensures all customer details are promptly and accurately recorded, improving the efficiency and effectiveness of your marketing strategies.
Enhance your CRM process with this workflow that connects monday.com and Customer.io. When a new item appears in your monday.com board, a person in your Customer.io is created or updated. This process ensures all customer details are promptly and accurately recorded, improving the efficiency and effectiveness of your marketing strategies.
- When this happens...New Item in Board
Triggers when an item is created in a specific board.
- automatically do this!Create or Update a Person
Creates a new person. If the person already exists, it will be updated.
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