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monday.com + Surefire CRM

monday.com + Surefire CRM

monday.com + Surefire CRM integrations

Create contacts in Surefire CRM for new monday.com board items

Easily streamline your contact management process with this efficient workflow. When a new item is added to a monday.com board, a contact will be created in Surefire CRM. This automation ensures that your team stays up-to-date with the latest contact information and saves time by reducing manual data entry.

  1. When this happens...
    New Item in Board
    New Item in Board
    New Item in BoardTriggers when an item is created in a specific board.
  2. automatically do this!
    Create Contact
    Create Contact
    Create ContactCreates a new contact or updates an existing contact.
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More things you can do with monday.com and Surefire CRM

Discover other triggers and actions you can use with monday.com and Surefire CRM

    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Group Names to trigger on
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
    • Item_created_in_board_copy
    • Board ID
      Required
    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search
    New Board

    Triggers when a new board is created.

    Trigger
    Polling
    Try It
    • Board ID
      Required
    • Column IDs
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
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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.
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About Surefire CRM
Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.
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