monday.com + Sellsy
Create items in monday.com when new companies are added in Sellsy
Stay on top of your CRM and project management without missing a beat. With this workflow, whenever a new company is added in Sellsy, an item is swiftly created in monday.com. This keeps your tasks aligned with your clientele updates in real time, optimizing efficiency and ensuring you smoothly transition new clients into your ongoing projects.
Stay on top of your CRM and project management without missing a beat. With this workflow, whenever a new company is added in Sellsy, an item is swiftly created in monday.com. This keeps your tasks aligned with your clientele updates in real time, optimizing efficiency and ensuring you smoothly transition new clients into your ongoing projects.
- When this happens...New Company
Triggers when a new company (client or prospect) is created.
- automatically do this!Create Item
Create a new Item in a board
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