Meetime + monday.com
Create new items in monday.com when leads are won in Meetime
Improve your lead management process in Meetime by seamlessly creating a new project item in monday.com when a lead is won. This efficient workflow helps you stay organized and ensures that no detail is missed, enhancing your sales conversion rate and strengthening customer relationships. This task simplifies your lead tracking by merging activities between Meetime and monday.com.
Improve your lead management process in Meetime by seamlessly creating a new project item in monday.com when a lead is won. This efficient workflow helps you stay organized and ensures that no detail is missed, enhancing your sales conversion rate and strengthening customer relationships. This task simplifies your lead tracking by merging activities between Meetime and monday.com.
- When this happens...Lead Won
Triggers when a lead is won
- automatically do this!Create Item
Create a new Item in a board
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Activity Finished
Triggers when an activity is finished by the user.
Try ItLead Lost
Trigger when a lead is lost
Try ItCadênciaRequired
Ignorar o erro se o lead já possuir uma prospecção ativa
Iniciar Imediatamente
Email
Primeiro Nome
Nome Completo
Empresa
Telefones
Cargo
Site
Estado
Cidade
Twitter
Facebook
LinkedIn
Anotações
Criado em
Campanha de Origem
Fonte
Conversão de Origem
Canal de Origem
Dono do lead
Identificador externo
Board IDRequired
Try It
