monday.com + SalesRabbit
Create new items in monday.com from new or updated leads in SalesRabbit
Stay organized and efficient by setting up this SalesRabbit to Monday.com workflow. Whenever there's a new or updated lead in SalesRabbit, this automation will create a corresponding item in your Monday.com board. This process ensures your leads from SalesRabbit are promptly added to your project management tool, thus saving you time and improving your sales process.
Stay organized and efficient by setting up this SalesRabbit to Monday.com workflow. Whenever there's a new or updated lead in SalesRabbit, this automation will create a corresponding item in your Monday.com board. This process ensures your leads from SalesRabbit are promptly added to your project management tool, thus saving you time and improving your sales process.
- When this happens...New/Updated Lead
Triggers when when a lead is created and/or updated.
- automatically do this!Create Item
Create a new Item in a board
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EventRequired
StatusRequired
Try ItLead OwnerRequired
StatusRequired
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Created
Lead IDRequired
Lead Owner
Status
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Modified
Board IDRequired
Try It
FormRequired
Try ItFormDataIDRequired
Form Result
Form State
Form Status Description
Form Status Color
Lead Owner
Status
First Name
Last Name
Primary Phone
Alternate Phone
Email
Street1
Street2
City
State
Zip
Country
Latitude
Longitude
Notes
Appointment Date and Time
Date Modified
Board IDRequired
Try ItNew Board
Triggers when a new board is created.
Try It
