AgentFire + monday.com
Create items in monday.com for new leads in AgentFire
Streamline your lead management process with this workflow. When a new lead comes in through AgentFire, an item is immediately created in monday.com. This ensures you won't miss out on any potential customers, enhances your productivity, and keeps your team's data up-to-date.
Streamline your lead management process with this workflow. When a new lead comes in through AgentFire, an item is immediately created in monday.com. This ensures you won't miss out on any potential customers, enhances your productivity, and keeps your team's data up-to-date.
- When this happens...New Lead
Triggers when a new lead is captured in the Lead Manager.
- automatically do this!Create Item
Create a new Item in a board
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Lead Assigned to Agent/Office
Triggers when an existing lead is re-assigned to another Agent/Office.
Try ItNew Lead
Triggers when a new lead is captured in the Lead Manager.
Try ItPage View
Triggers when a page view event is recorded in the Lead Manager.
Try ItLead Type
First Name
Last Name
Phone
Email
Street Address
City
State
Zip Code
Country
Other
Tags
Notes
Hot
Source ID
Source URL
Agent ID
Office ID
Meta
Lead Marked as Hot
Triggers when an existing lead is marked as Hot in the Lead Manager.
Try ItNotes Added to Lead
Triggers when notes are added to an existing lead in the Lead Manager.
Try ItUpdated Lead
Triggers when an existing lead is updated in the Lead Manager.
Try ItLead IDRequired
Notes
Hot
Agent ID
Office ID
Meta
