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JobProgress + monday.com

Create leads in JobProgress from new items in monday.com boards

Instantly streamline your lead management process with this automation! Once a new item is added to a board in monday.com, this workflow will immediately create a lead in the JobProgress app. This results in a seamless connection between task creation and lead development, taking the hassle out of manual data entry and enhancing productivity.

Instantly streamline your lead management process with this automation! Once a new item is added to a board in monday.com, this workflow will immediately create a lead in the JobProgress app. This results in a seamless connection between task creation and lead development, taking the hassle out of manual data entry and enhancing productivity.

  1. When this happens...
    monday.commonday.com
    New Item in Board

    Triggers when an item is created in a specific board.

    TriggerInstant
  2. automatically do this!
    JobProgressJobProgress
    Create Lead

    Creates a Lead on the APP

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Scheduled
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Action
    Write
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jobprogress logo

About JobProgress

JobProgress is a business productivity platform for all home improvement contractors
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Related categories

  • CRM (Customer Relationship Management)

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