monday.com + WooSender
Create new items in monday.com when opportunities are added or moved in WooSender pipeline/stage
Streamline your sales process with this efficient workflow. When a new potential opportunity is introduced or advanced to a certain phase in WooSender, it promptly results in a new task being generated in monday.com. This workflow ensures important leads are never missed and assists with orderly task management on the monday.com platform. Experience a simpler and more efficient management of sales and tasks in your business.
Streamline your sales process with this efficient workflow. When a new potential opportunity is introduced or advanced to a certain phase in WooSender, it promptly results in a new task being generated in monday.com. This workflow ensures important leads are never missed and assists with orderly task management on the monday.com platform. Experience a simpler and more efficient management of sales and tasks in your business.
- When this happens...Opportunity Added or Moved to Pipeline/Stage
Opportunity Added or Moved to Pipeline/Stage
- automatically do this!Create Item
Create a new Item in a board
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Appointment Cancelled
Appointment Cancelled By WooSender
Try ItNew Contact
Triggers when a new contact has been added on WooSender.
Try ItPipelineRequired
StageRequired
Try ItTagsRequired
Try It
Appointment Created
Appointment Created By WooSender
Try ItPipelineRequired
StageRequired
Try ItTagsRequired
Try ItContact ID
Contact Email
Contact Phone Number
Opportunity Name
Same As Contact NameRequired
Heat ScoreRequired
Value
PipelineRequired
StageRequired
Numbers Of ProductsRequired
Update all fields if an opportunity already exists in the same pipelineRequired
