Create items in monday.com for new deals in Follow Up Boss
Effortlessly manage your new deals from Follow Up Boss by adding them to monday.com with this automation workflow. Whenever a new deal is created in Follow Up Boss, an item will be added to your monday.com board, ensuring your team stays up to date and can easily track the progress of each deal. Save time and improve collaboration by streamlining your sales process with this powerful integration.
Effortlessly manage your new deals from Follow Up Boss by adding them to monday.com with this automation workflow. Whenever a new deal is created in Follow Up Boss, an item will be added to your monday.com board, ensuring your team stays up to date and can easily track the progress of each deal. Save time and improve collaboration by streamlining your sales process with this powerful integration.
- When this happens...New Deal
Fires when a new deal is created in Follow Up Boss.
- automatically do this!Create Item
Create a new Item in a board
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