Create new deals in Teamleader Focus for new items in monday.com boards
Turn new items on your monday.com board into fresh opportunities with this simple yet effective workflow. Whenever a new item pops up on your board, a corresponding deal is immediately created in Teamleader Focus. Thus, effortlessly keep your sales pipeline updated and start focusing on turning those opportunities into wins, without the need to manually transfer information between the platforms.
Turn new items on your monday.com board into fresh opportunities with this simple yet effective workflow. Whenever a new item pops up on your board, a corresponding deal is immediately created in Teamleader Focus. Thus, effortlessly keep your sales pipeline updated and start focusing on turning those opportunities into wins, without the need to manually transfer information between the platforms.
- When this happens...New Item in Board
Triggers when an item is created in a specific board.
- automatically do this!Create Deal
Creates a new deal.
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