FunnelCockpit + monday.com

Create items in monday.com for new FunnelCockpit crm contacts

Keep your sales and project management seamlessly connected with this automation between FunnelCockpit and monday.com. Whenever a new CRM contact is added in FunnelCockpit, this workflow will create an item in your monday.com board, ensuring efficient organization and timely follow-ups. Say goodbye to manual data transfers and focus on building strong customer relationships.

When this happens...
New CRM Contact
Triggers when a new CRM contact is created.
TriggerPolling
automatically do this!
Create Item
Create a new Item in a board
ActionWrite

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Supported triggers and actions

- CRMRequired
Trigger
Polling
Try It
- FormRequired
Trigger
Instant
Try It
- WebinarRequired
Trigger
Polling
Try It
- EmailRequired
- First Name
- Last Name
- Email TagRequired
- Company
- Phone
- Zip code
- City
- Country
- UTM campaign
- UTM medium
- UTM source
- UTM term
- UTM content
- Digistore24 Affiliate ID
Action
Write
- WebinarRequired
- Date Count
- Max. 1 Date for next full hour
Action
Search

- Item Created In Board Copy
- Board IDRequired
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Polling
Try It

- Board IDRequired
- Column IDsRequired
Trigger
Instant
Try It
- Board IDRequired
- Column IDRequired
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
Action
Write
- Board NameRequired
- Board KindRequired
- Template Id
- Workspace Id
Action
Write
- Board IDRequired
- Group NameRequired
Action
Write
- Board IDRequired
- Item NameRequired
- Subitem NameRequired
Action
Write
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
Action
Write
- Board IDRequired
- Item IDRequired
- ColumnRequired
- FileRequired
- File NameRequired
Action
Write
- Board IDRequired
- Column to search inRequired
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- Item IDRequired
- ColumnRequired
Action
Search
- Board IDRequired
- Item IDRequired
Action
Search

- Email Tag
Trigger
Polling
Try It
- SurveyRequired
Trigger
Polling
Try It
- CRMRequired
- EmailRequired
- Phone number
- First name
- Last name
- Company
- Zip code
- City
- UTM campaign
- UTM medium
- UTM source
- UTM term
- UTM content
- Digistore24 Affiliate ID
Action
Write
- WebinarRequired
- EmailRequired
- Start dateRequired
Action
Write
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
- Group Names to trigger on
Trigger
Instant
Try It
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
- Column IDRequired
Trigger
Instant
Try It
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Override empty fields
Action
Write
- Board IDRequired
- Column TitleRequired
- Column TypeRequired
Action
Write
- Board IDRequired
- Group ID
- Item NameRequired
- Subitem Name
Action
Write
- Item IDRequired
- BodyRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Subitem IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board IDRequired
- User :Required
Action
Search
- Board IDRequired
- Item IDRequired
- Column
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- User :Required
Action
Search