monday.com + Surefire CRM
Create contacts in Surefire CRM when specific columns values change in monday.com board
Instantly keep your CRM up-to-date with this workflow. When specific column values change in your monday.com board, this will prompt the creation of a new contact in Surefire CRM. No need for manual data transfers, as this seamless process ensures your customer details stay synchronized between both platforms. Boost your efficiency and keep your focus on customer service and sales.
Instantly keep your CRM up-to-date with this workflow. When specific column values change in your monday.com board, this will prompt the creation of a new contact in Surefire CRM. No need for manual data transfers, as this seamless process ensures your customer details stay synchronized between both platforms. Boost your efficiency and keep your focus on customer service and sales.
- When this happens...Specific Columns Values Changed in Board
Triggers when one of the specified columns' value is changed in the selected board
- automatically do this!Create Contact
Creates a new contact or updates an existing contact.
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