DealMachine + monday.com
Create new items in monday.com when new leads appear in DealMachine
When a new lead appears in DealMachine, this workflow ensures that a corresponding item is generated right away in monday.com. Streamline your lead management process by cutting out manual data entry and ensuring all relevant information is instantly captured inside your project management tool. Boost your efficiency and never miss a promising opportunity again.
When a new lead appears in DealMachine, this workflow ensures that a corresponding item is generated right away in monday.com. Streamline your lead management process by cutting out manual data entry and ensuring all relevant information is instantly captured inside your project management tool. Boost your efficiency and never miss a promising opportunity again.
- When this happens...New Lead
Triggers when a new lead is added to your team's DealMachine account.
- automatically do this!Create Item
Create a new Item in a 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
