"move items to groups in monday.com and automatically add or update opportunities in LeadConnector"
Boost your sales efficiency with this handy workflow that connects monday.com and LeadConnector. When an item is moved to a group, either in the same or different board on monday.com, this prompts the addition or update of an opportunity in LeadConnector. Now, you can manage your opportunities with ease, keeping your sales pipeline updated in real-time without manual intervention.
Boost your sales efficiency with this handy workflow that connects monday.com and LeadConnector. When an item is moved to a group, either in the same or different board on monday.com, this prompts the addition or update of an opportunity in LeadConnector. Now, you can manage your opportunities with ease, keeping your sales pipeline updated in real-time without manual intervention.
- When this happens...Item Moved to Group (Same or Different Board)
Triggers when an item is moved to a group (same or different board).
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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