monday.com + Revamp CRM
Add items to monday.com for new deals in a pipeline stage on Revamp CRM
Want to make sure your monday.com picks up your Revamp CRM workflows as efficiently as possible? Try this Revamp CRM-monday.com integration for a friction-free connection between the two services. It will react every time a new deal reaches your chosen stage on Revamp CRM, automatically creating a new item on monday.com in response so you have everything you need to carry it forward.
Want to make sure your monday.com picks up your Revamp CRM workflows as efficiently as possible? Try this Revamp CRM-monday.com integration for a friction-free connection between the two services. It will react every time a new deal reaches your chosen stage on Revamp CRM, automatically creating a new item on monday.com in response so you have everything you need to carry it forward.
- When this happens...Deal Matching Filter
Triggers when matching deals with this criteria.
- automatically do this!Create Item
Create a new Item in a board
- Free forever for core features
- 14 day trial for premium features & apps
Email
Phone Number
Tags
Order Id
Keyword
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Task
Triggers when a new task is created.
Try ItType
Completion State
Assignee
Try It
Related Customer Name
Owner Name
Deal PipeLine
Deal Status
Deal Stage
Deal Product
Deal Sales Region
Deal Source
Deal Name
Try ItNew Deal
Triggers when a new deal is created.
Try ItEmail
Phone Number
Tags
Order Id
Keyword
Try ItNameRequired
Organization
Title
Primary Phone
Primary Email
Secondary Phone
Secondary Email
Skype
Website
Twitter
Linkedin
Address 1
Address 2
City
Postal Code
Country
Description
Birth Date
Gender
Tags
Score
