FieldPulse + monday.com

Generate new FieldPulse leads from monday.com board items

Streamline your project management and sales pipeline with this workflow. When a new item pops up on your monday.com board, it instantly creates a lead in FieldPulse. This efficient process ensures that your team stays up-to-date on all projects and potential clients, allowing for seamless project progression and improved business growth.

Streamline your project management and sales pipeline with this workflow. When a new item pops up on your monday.com board, it instantly creates a lead in FieldPulse. This efficient process ensures that your team stays up-to-date on all projects and potential clients, allowing for seamless project progression and improved business growth.

  1. When this happens...
    monday.commonday.com
    New Item in Board

    Triggers when an item is created in a specific board.

    TriggerInstant
  2. automatically do this!
    FieldPulseFieldPulse
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

    • Item Created In Board Copy

    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
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About FieldPulse

FieldPulse is a field service platform that helps service businesses run operations, manage teams, and grow - all in one place, on any device.

Related categories

  • CRM (Customer Relationship Management)
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

Related categories

  • Project Management

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