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.
- When this happens...New Referral Lead
Triggers when a new attendee record who indicates they want to refer you to someone is created.
- automatically do this!Create Item
Create a new Item in a board
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New Booking Lead
Triggers when a new attendee record who indicates they want to book you is created.
Try ItNew Attendee
Triggers when a new attendee record with email address and other contact information is created.
Try ItBoard IDRequired
Try ItBoard IDRequired
Group Names to trigger on
Try It
New Email Opt In
Triggers when a new attendee record who indicates they want to be part of your mailing list is created.
Try ItNew Referral Lead
Triggers when a new attendee record who indicates they want to refer you to someone is created.
Try ItItem Created In Board Copy
Board IDRequired
Try ItNew Board
Triggers when a new board is created.
Try It
