Elements Financial Advisor Tools + monday.com
Create items in monday.com for new prospects in Elements Financial Monitoring System
Effortlessly manage new prospects in your sales pipeline by connecting Elements Financial Monitoring System to monday.com. With this workflow, whenever a New Prospect is added in Elements Financial Monitoring System, a corresponding Item will be created in your monday.com board, making it easier to keep track of potential clients and their progress. Streamline your sales process and ensure no prospect falls through the cracks with this seamless automation.
Effortlessly manage new prospects in your sales pipeline by connecting Elements Financial Monitoring System to monday.com. With this workflow, whenever a New Prospect is added in Elements Financial Monitoring System, a corresponding Item will be created in your monday.com board, making it easier to keep track of potential clients and their progress. Streamline your sales process and ensure no prospect falls through the cracks with this seamless automation.
- When this happens...New Prospect
Triggers when a new prospect is added to Elements.
- automatically do this!Create Item
Create a new Item in a board
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