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monday.com + MyCRM Sync

Create new items in monday.com when new contacts are created in MyCRM Sync

Streamline your business process with this workflow. Whenever a new contact is added in MyCRM Sync, an item is promptly created in your monday.com board. Say goodbye to manual data entry and enhance efficiency by keeping your customer data updated across multiple platforms. Turn your attention to more important tasks, knowing your customer management process is being handled smoothly.

Streamline your business process with this workflow. Whenever a new contact is added in MyCRM Sync, an item is promptly created in your monday.com board. Say goodbye to manual data entry and enhance efficiency by keeping your customer data updated across multiple platforms. Turn your attention to more important tasks, knowing your customer management process is being handled smoothly.

  1. When this happens...
    MyCRM SyncMyCRM Sync
    Contact Created

    Triggers when a new contact is created.

    TriggerInstant
  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?
  • MyCRM Sync triggers, actions, and search

    Contact Created/Updated/Deleted

    Triggers when a new contact is created/updated/deleted.

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Title

    • First NameRequired

    • Preferred Name

    • Last NameRequired

    • EmailRequired

    • MobileRequired

    • Date of Birth

    • Gender

    • Marketing Consent

    • Street Address

    • Suburb

    • State

    • Postcode

    • Address Type

    • Note Title

    • Note Details

    • UTM Source (Marketing)

    • UTM Medium (Marketing)

    • UTM Campaign (Marketing)

    • UTM Term (Marketing)

    • UTM Content (Marketing)

    Action
    Write
    • Board IDRequired

    Trigger
    Instant
    Try It
monday logo
monday logo

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.
Learn moreHelp

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  • Project Management

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About MyCRM Sync

MyCRM puts everything you need at your fingertips so you can make the most of your limited and valuable time.

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