monday.com + The Customer Factor
Create new monday.com items for new prospects in The Customer Factor
Whenever a new prospect comes up in The Customer Factor app, this automation promptly creates an item in your monday.com account. This workflow aims to aid in systematizing your client onboarding process, saving you from the hassle of manual data entry. Make the most of your customer relationship management efforts with this effective, time-saving process.
Whenever a new prospect comes up in The Customer Factor app, this automation promptly creates an item in your monday.com account. This workflow aims to aid in systematizing your client onboarding process, saving you from the hassle of manual data entry. Make the most of your customer relationship management efforts with this effective, time-saving process.
- When this happens...New Prospect
Triggers when you add a new prospect in The Customer Factor.
- automatically do this!Create Item
Create a new Item in a board
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Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try ItNew Job
Triggered when a new job is scheduled in The Customer Factor
Try It
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try ItNew Customer
Triggers when a new customer is added to The Customer Factor.
Try ItNew Invoice
Triggers when new invoice is created in The Customer Factor.
Try ItNew Payment
Triggers when an invoice is paid in The Customer Factor.
Try It
