Freshsales Classic + monday.com
Create Freshsales Classic deal notes for new monday.com board updates
Stay on top of your deal updates with this efficient workflow. Whenever there's a new update in a monday.com board, a note will be added to the corresponding deal in Freshsales Classic. This means you'll never miss important details, while keeping your CRM up-to-date with the latest information from your project management tool.
Stay on top of your deal updates with this efficient workflow. Whenever there's a new update in a monday.com board, a note will be added to the corresponding deal in Freshsales Classic. This means you'll never miss important details, while keeping your CRM up-to-date with the latest information from your project management tool.
- When this happens...New Update in Board
Triggers when a new update is posted on a board.
- automatically do this!Add Note to Deal
Adds a note to a deal.
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About Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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.
