monday.com + Surefire CRM
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.
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.
- When this happens...New Item in Board
Triggers when an item is created in a specific board.
- automatically do this!Create Contact
Creates a new contact or updates an existing contact.
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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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CRM (Customer Relationship Management)About Surefire CRM
Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.
