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monday.com + Talkadot

Create items in monday.com for new referral leads in Talkadot

Streamline lead management from Talkadot with monday.com's aid. With this workflow, a new referral lead detected in Talkadot will prompt an item creation in monday.com instantly. This ensures prompt action on every lead, preventing any potential loss and promoting productivity. Witness the advantage of a consistently refreshed lead pipeline and a well-informed team.

Streamline lead management from Talkadot with monday.com's aid. With this workflow, a new referral lead detected in Talkadot will prompt an item creation in monday.com instantly. This ensures prompt action on every lead, preventing any potential loss and promoting productivity. Witness the advantage of a consistently refreshed lead pipeline and a well-informed team.

  1. When this happens...
    TalkadotTalkadot
    New Referral Lead

    Triggers when a new attendee record who indicates they want to refer you to someone is created.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Talkadot triggers, actions, and search

    New Booking Lead

    Triggers when a new attendee record who indicates they want to book you is created.

    Trigger
    Instant
    Try It
  • Talkadot triggers, actions, and search

    New Attendee

    Triggers when a new attendee record with email address and other contact information is created.

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
  • Talkadot triggers, actions, and search

    New Email Opt In

    Triggers when a new attendee record who indicates they want to be part of your mailing list is created.

    Trigger
    Instant
    Try It
  • Talkadot triggers, actions, and search

    New Referral Lead

    Triggers when a new attendee record who indicates they want to refer you to someone is created.

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
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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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  • Project Management

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talkadot logo

About Talkadot

Talkadot is the only speaking tool you need to collect testimonials, capture leads and referrals, and generate booking opportunities.

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