Track new RevBoss prospects by creating items in monday.com
Easily stay organized and streamline your sales process with this automation. When a Prospect Event occurs in RevBoss, this workflow will create a new item in your monday.com board, ensuring you never miss a potential lead. Save time and focus on nurturing relationships with potential clients while keeping your team informed and up-to-date.
Easily stay organized and streamline your sales process with this automation. When a Prospect Event occurs in RevBoss, this workflow will create a new item in your monday.com board, ensuring you never miss a potential lead. Save time and focus on nurturing relationships with potential clients while keeping your team informed and up-to-date.
- When this happens...Prospect Event
Triggers when a Prospect completes a specified event.
- automatically do this!Create Item
Create a new Item in a board
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Event TypeRequired
Flow
Try ItEmailRequired
Suppression TypeRequired
Title
Board IDRequired
Try ItBoard IDRequired
Column IDsRequired
Try It
EmailRequired
SegmentRequired
Company Domain
First Name
Last Name
Middle Name
Nickname
Linkedin Url
Job Title
Phone Number
City
State
Country
Company Name
Company Linkedin Url
Company Size
Company Industry
Company Location
Company Linkedin Id
Company Phone Number
Company City
Company State
Company Country
Company Keywords
Company Annual Revenue
Company Seo Description
Company Number Of Retail Locations
Company Technologies
Board IDRequired
Try ItNew Board
Triggers when a new board is created.
Try ItBoard IDRequired
Column IDRequired
Try It