monday.com + OnePageCRM
Create items in monday.com for every new contact in OnePageCRM
When a new contact is added in OnePageCRM, this workflow will instantly create an item in monday.com. By using this automation, you can save time and ensure a seamless transfer of information between your customer relationship management system and your project management tool. This will make your data organization more efficient and keep all teams on the same page when dealing with new contacts.
When a new contact is added in OnePageCRM, this workflow will instantly create an item in monday.com. By using this automation, you can save time and ensure a seamless transfer of information between your customer relationship management system and your project management tool. This will make your data organization more efficient and keep all teams on the same page when dealing with new contacts.
- When this happens...New Contact
Triggers when a contact is created.
- automatically do this!Create Item
Create a new Item in a board
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Contact ID
Try ItFilter by Type
Try ItSearch Phrase
Custom Filter ID
Filter by Contact Status
Filter by Tag
Filter by Lead Source
Filter by Deal Status
Starred
Include My Team Contacts
Try ItContact ID
Try It
Completed Next Action
Triggers when a next action is completed.
Try ItContact ID
Try ItDeal Status
Filter by Deal Name
Filter by Custom Filter
Filter by Tag
Try ItSearch Phrase
Custom Filter ID
Filter by Contact Status
Filter by Tag
Filter by Lead Source
Filter by Deal Status
Starred
Include My Team Contacts
Try It
