monday.com + Surefire CRM

Update Surefire CRM contacts when specific column values change in monday.com boards

Stay updated in your Surefire CRM by creating a contact every time a specific column value changes in your monday.com board. This automation helps to keep your contact details accurate and up-to-date, saving you the manual effort of transferring information between the two platforms. It streamlines your workflow, letting you focus more on your customer relationships.

Stay updated in your Surefire CRM by creating a contact every time a specific column value changes in your monday.com board. This automation helps to keep your contact details accurate and up-to-date, saving you the manual effort of transferring information between the two platforms. It streamlines your workflow, letting you focus more on your customer relationships.

  1. When this happens...
    monday.commonday.com
    Specific Column Value Changed in Board

    Triggers when a specific column's value changes in the selected board.

    TriggerInstant
  2. automatically do this!
    Surefire CRMSurefire CRM
    Create Contact

    Creates a new contact or updates an existing contact.

    ActionWrite
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Supported triggers and actions

    • Item Created In Board Copy

    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Polling
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn more

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  • Project Management

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surefire logo
surefire logo

About Surefire CRM

Surefire CRM is a multi-faceted mortgage industry CRM marketing platform that offers personalized database marketing with unique content.

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  • CRM (Customer Relationship Management)

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