Skip to content
Loading

monday.com + Nutshell

Create groups in monday.com from new leads in Nutshell

With this workflow, anytime a new lead surfaces in Nutshell, a related group will be created swiftly in monday.com. It allows for a more efficient and organized lead management, ensuring all important information has its designated place in your workflow, and that no new opportunities are missed out due to mismanagement or oversight. Perfect for businesses aiming to streamline their sales process and stay on top of their new leads with ease.

With this workflow, anytime a new lead surfaces in Nutshell, a related group will be created swiftly in monday.com. It allows for a more efficient and organized lead management, ensuring all important information has its designated place in your workflow, and that no new opportunities are missed out due to mismanagement or oversight. Perfect for businesses aiming to streamline their sales process and stay on top of their new leads with ease.

  1. When this happens...
    NutshellNutshell
    New Lead

    Triggers when a new Lead is created.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Group

    Creates a new group in a board

    ActionWrite
Start free with email
Start free with Google
Start free with email
Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Nutshell triggers, actions, and search

    Lead Won

    Triggers when a lead is won.

    Trigger
    Instant
    Try It
  • Nutshell triggers, actions, and search

    New Company

    Triggers when new Company is created.

    Trigger
    Instant
    Try It
  • Nutshell triggers, actions, and search

    New Person

    Triggers when new Person is created.

    Trigger
    Instant
    Try It

    • NameRequired

    • Email

    • Phone

    • Related person

    • Url

    • Street address

    • City

    • State

    • Postal Code

    • Country

    • Company Type

    • Tags

    • Territory

    • Industry

    • Full address

    Action
    Write
  • Nutshell triggers, actions, and search

    Activity Logged

    Triggers when an Activity is logged.

    Trigger
    Instant
    Try It
  • Nutshell triggers, actions, and search

    New Activity

    Triggers when new Activity is created.

    Trigger
    Instant
    Try It
  • Nutshell triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Instant
    Try It

    • NameRequired

    • Email Address

    • Phone

    • Related company

    • Street address

    • City

    • Postal Code

    • State

    • Tags

    • Territory

    • Audience

    • Url

    • Full address

    Action
    Write
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

Related categories

  • Project Management

Similar apps

Trello integrationsTrello integrations

Trello

Project Management
Asana integrationsAsana integrations

Asana

Project Management
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
nutshell-crm logo
nutshell-crm logo

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn moreHelp

Related categories

Similar apps

Streak integrationsStreak integrations

Streak

CRM (Customer Relationship Management)
Close integrationsClose integrations

Close

CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier