monday.com + Wise Agent CRM
Create new Wise Agent CRM leads/contacts from new items in monday.com boards
When a new item appears on your monday.com board, this workflow ensures your Wise Agent CRM stays updated without any manual work. Your leads and contacts in Wise Agent CRM are instantly updated or newly added, providing a streamlined solution to keeping your records up to date. It's a powerful productivity boost for businesses aiming to balance tasks across multiple platforms.
When a new item appears on your monday.com board, this workflow ensures your Wise Agent CRM stays updated without any manual work. Your leads and contacts in Wise Agent CRM are instantly updated or newly added, providing a streamlined solution to keeping your records up to date. It's a powerful productivity boost for businesses aiming to balance tasks across multiple platforms.
- When this happens...New Item in Board
Triggers when an item is created in a specific board.
- automatically do this!Add/Update Lead/Contact
Adds or updates a lead.
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