monday.com + SalesViewer

Manage new SalesViewer visits by creating items in monday.com

Stay on top of your sales visits with this efficient workflow. When a new visit is noted in your SalesViewer app, an item will be promptly created in monday.com, ensuring no lead or interaction goes untracked. It's an easy and convenient way to manage your sales tracking and tasks without manual effort.

Stay on top of your sales visits with this efficient workflow. When a new visit is noted in your SalesViewer app, an item will be promptly created in monday.com, ensuring no lead or interaction goes untracked. It's an easy and convenient way to manage your sales tracking and tasks without manual effort.

  1. When this happens...
    SalesViewerSalesViewer
    New Visits

    Triggers when a visit has been detected on your website.

    TriggerPolling
  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

  • SalesViewer triggers, actions, and search

    Returning Visitors

    Triggers when a company visited your website more than once.

    Trigger
    Polling
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Group Names to trigger on

    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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salesviewer logo
salesviewer logo

About SalesViewer

SalesViewer is a tool to identify your anonymous website visitors and redefines the way you think about new business development.
Learn more

Related categories

  • Marketing