monday.com + Teamleader Focus

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.

  1. When this happens...
    monday.commonday.com
    New Item in Board

    Triggers when an item is created in a specific board.

    TriggerInstant
  2. automatically do this!
    Teamleader FocusTeamleader Focus
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

    • Item Created In Board Copy

    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
monday logo
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 more

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  • Project Management

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teamleader logo
teamleader logo

About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.
Learn more

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  • CRM (Customer Relationship Management)

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