Create new monday.com boards from new leads in Perspective funnel
Keep track of your new leads in one place by connecting Perspective with monday.com. With this setup, every time you receive a new lead via Funnel in Perspective, a board is created in monday.com. This allows for better organization and tracking of your leads, streamlining your workflow and saving valuable time.
Keep track of your new leads in one place by connecting Perspective with monday.com. With this setup, every time you receive a new lead via Funnel in Perspective, a board is created in monday.com. This allows for better organization and tracking of your leads, streamlining your workflow and saving valuable time.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create Board
Creates a new board
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