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Freshsales Classic + monday.com

Freshsales Classic + monday.com

Freshsales Classic + monday.com integrations

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.

  1. When this happens...
    New Update in Board
    New Update in Board
    New Update in BoardTriggers when a new update is posted on a board.
  2. automatically do this!
    Add Note to Deal
    Add Note to Deal
    Add Note to DealAdds a note to a deal.
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More things you can do with monday.com and Freshsales Classic

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

    • 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
    Try It
    • 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 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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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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