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FunnelCockpit + monday.com

Create items in monday.com for new FunnelCockpit crm contacts

Keep your sales and project management seamlessly connected with this automation between FunnelCockpit and monday.com. Whenever a new CRM contact is added in FunnelCockpit, this workflow will create an item in your monday.com board, ensuring efficient organization and timely follow-ups. Say goodbye to manual data transfers and focus on building strong customer relationships.

Keep your sales and project management seamlessly connected with this automation between FunnelCockpit and monday.com. Whenever a new CRM contact is added in FunnelCockpit, this workflow will create an item in your monday.com board, ensuring efficient organization and timely follow-ups. Say goodbye to manual data transfers and focus on building strong customer relationships.

  1. When this happens...
    FunnelCockpitFunnelCockpit
    New CRM Contact

    Triggers when a new CRM contact is created.

    TriggerScheduled
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

What does this mean?
    • CRMRequired

    Trigger
    Scheduled
    Try It
    • FormRequired

    Trigger
    Instant
    Try It
    • WebinarRequired

    Trigger
    Scheduled
    Try It
    • EmailRequired

    • First Name

    • Last Name

    • Email TagRequired

    • Company

    • Phone

    • Zip code

    • City

    • Country

    • UTM campaign

    • UTM medium

    • UTM source

    • UTM term

    • UTM content

    • Digistore24 Affiliate ID

    Action
    Write
    • SurveyRequired

    Trigger
    Scheduled
    Try It
    • CRMRequired

    • EmailRequired

    • Phone number

    • First name

    • Last name

    • Company

    • Zip code

    • City

    • UTM campaign

    • UTM medium

    • UTM source

    • UTM term

    • UTM content

    • Digistore24 Affiliate ID

    Action
    Write
    • WebinarRequired

    • EmailRequired

    • Start dateRequired

    Action
    Write
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About FunnelCockpit

FunnelCockpit is your all-in-one marketing solution.
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Related categories

  • Contact Management
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