monday.com + Perspective

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.

  1. When this happens...
    PerspectivePerspective
    New Lead via Funnel

    Triggers when a new lead is created via a funnel.

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

    Creates a new board

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FunnelRequired

    Trigger
    Instant
    Try It
    • FunnelRequired

    Action
    Write
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • FunnelRequired

    Trigger
    Instant
    Try It
    • 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 IDsRequired

    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.

Related categories

  • Project Management

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perspective logo
perspective logo

About Perspective

Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.
Learn more

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