Meetime + monday.com

Meetime + monday.com integrations

Create new items in monday.com when leads are won in Meetime

Improve your lead management process in Meetime by seamlessly creating a new project item in monday.com when a lead is won. This efficient workflow helps you stay organized and ensures that no detail is missed, enhancing your sales conversion rate and strengthening customer relationships. This task simplifies your lead tracking by merging activities between Meetime and monday.com.

When this happens...
Lead WonTriggers when a lead is won
TriggerInstant
automatically do this!
Create ItemCreate a new Item in a board
ActionWrite

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More things you can do with Meetime and monday.com

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

Activity Finished
Triggers when an activity is finished by the user.
Trigger
Instant
Try It
Lead Lost
Trigger when a lead is lost
Trigger
Instant
Try It
- Cadência
  Required
- Ignorar o erro se o lead já possuir uma prospecção ativa
- Iniciar Imediatamente
- Email
- Primeiro Nome
- Nome Completo
- Empresa
- Telefones
- Cargo
- Site
- Estado
- Cidade
- Twitter
- Facebook
- LinkedIn
- Anotações
- Criado em
- Campanha de Origem
- Fonte
- Conversão de Origem
- Canal de Origem
- Dono do lead
- Identificador externo
Action
Write
- 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

- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
- Parent Update ID
- User Mentions
- Team Mentions
- Include team mentions in body
- Board Mentions
- Project Mentions
Action
Write
- Item ID
  Required
Action
Write
- Board
  Required
- Item
  Required
- Include Updates?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board
- Item
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search

Activity Ignored
Triggers when as activity is ignored.
Trigger
Instant
Try It
Lead Won
Triggers when a lead is won
Trigger
Instant
Try It
- Webhook de lead finalizado
  Required
Action
Search
- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
Try It
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
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board
  Required
- Item
  Required
- Group
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board
  Required
- Column to Search
  Required
- Include Subitems?
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board ID
  Required
Action
Search

About Meetime

Meetime Inside Sales Platform. With Meetime you can create Workflows for sales prospects. Meetime organizes the activities of your sales development representatives based on the cadences you set up, according to the type of clients you want to reach. We also integrate with your CRM to keep your data always on sync.

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Related categories

Contact Management

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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Related categories

Project Management

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