DealMachine + monday.com
Create new columns in monday.com when new leads come in from DealMachine
Transform your lead management process with this efficient workflow. When a new lead enters into the DealMachine, it creates a dedicated column for them in monday.com. This seamless transition not only saves time but also ensures consistent data tracking, helping you focus more on client interaction rather than administrative tasks. Enjoy a streamlined lead management experience.
Transform your lead management process with this efficient workflow. When a new lead enters into the DealMachine, it creates a dedicated column for them in monday.com. This seamless transition not only saves time but also ensures consistent data tracking, helping you focus more on client interaction rather than administrative tasks. Enjoy a streamlined lead management experience.
- When this happens...New Lead
Triggers when a new lead is added to your team's DealMachine account.
- automatically do this!Create Column
Create a new column in board.
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New Lead
Triggers when a new lead is added to your team's DealMachine account.
Try ItLead Status Change
Triggers when a status changes for a property.
Try ItLead IDRequired
List IDsRequired
Lead IDRequired
Team Member IDRequired
New Team Member
Triggers when a new team member is added to your team.
Try ItAddress Line 1 (Parsed Address)
Address Line 2 (Parsed Address)
City (Parsed Address)
State (Parsed Address)
Zip Code (Parsed Address)
Latitude (Lat/Lng)
Longitude (Lat/Lng)
Full Address (Full Address)
Lead IDRequired
Tag IDsRequired
Lead IDRequired
NoteRequired
