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monday.com + SharpSpring

Create or update SharpSpring leads when new items are added to your monday.com board

Keep track of your monday.com tasks and initiate timely follow-ups by creating or updating leads in SharpSpring. This workflow starts whenever a new item is added to your monday.com board, and proceeds to create or update leads in your SharpSpring software, helping you stay on top of all your tasks while ensuring all your leads are accounted for. Not only does this increase efficiency, but it also keeps your sales pipeline fluid and updated.

Keep track of your monday.com tasks and initiate timely follow-ups by creating or updating leads in SharpSpring. This workflow starts whenever a new item is added to your monday.com board, and proceeds to create or update leads in your SharpSpring software, helping you stay on top of all your tasks while ensuring all your leads are accounted for. Not only does this increase efficiency, but it also keeps your sales pipeline fluid and updated.

  1. When this happens...
    monday.commonday.com
    New Item in Board

    Triggers when an item is created in a specific board.

    TriggerInstant
  2. automatically do this!
    SharpSpringSharpSpring
    Create/Update Lead

    Create a Lead in SharpSpring or update by email address.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Scheduled
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Action
    Write
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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sharpspring logo
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About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.

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