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monday.com + Salestrekker

Create new monday.com items for each new deal in Salestrekker

Speed up your sales process with this integrated workflow. Whenever a new deal is finalized in Salestrekker, it instantly creates a new item in your monday.com board. This ensures you can keep track of your deals seamlessly, without needing to manually enter data, enhancing overall productivity and efficiency. Experience streamlined management of sales deals like never before.

Speed up your sales process with this integrated workflow. Whenever a new deal is finalized in Salestrekker, it instantly creates a new item in your monday.com board. This ensures you can keep track of your deals seamlessly, without needing to manually enter data, enhancing overall productivity and efficiency. Experience streamlined management of sales deals like never before.

  1. When this happens...
    SalestrekkerSalestrekker
    New Deal

    Triggers when a new Deal is created.

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

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Instant
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    • OrganizationRequired

    Trigger
    Instant
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    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    • Note Type

    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.
Learn moreHelp

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  • Project Management

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salestrekker logo
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About Salestrekker

Salestrekker is CRM software for finance professionals.

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