Create items in monday.com for new opportunities in RD Station
Easily manage new opportunities from RD Station by creating corresponding items in monday.com. This workflow is triggered when a new opportunity arises in RD Station and instantly creates an item in your monday.com board. Keep track of important deals and maintain efficient organization without manual effort.
Easily manage new opportunities from RD Station by creating corresponding items in monday.com. This workflow is triggered when a new opportunity arises in RD Station and instantly creates an item in your monday.com board. Keep track of important deals and maintain efficient organization without manual effort.
- When this happens...New Opportunity
Triggers when a Lead is marked as opportunity.
- automatically do this!Create Item
Create a new Item in a board
- Free forever for core features
- 14 day trial for premium features & apps
New Lead Conversion
Triggers when a new lead is created.
Try ItEvent IdentifierRequired
EmailRequired
Name
Job Title
State
City
Country
Phone
Mobile Phone
Twitter
Facebook
LinkedIn
Website
Company Name
Company Address
Company Size
Traffic Source
Traffic Medium
Traffic Campaign
Traffic Value
EmailRequired
Value
Board IDRequired
Try It