JobProgress + monday.com
Create new monday.com items from new JobProgress leads
Easily manage your new leads with this seamless workflow between JobProgress and monday.com. As soon as a New Lead is detected in JobProgress, an item is instantly created in your monday.com board. This ensures a consistent transfer of information, saving you time on manual data entry, and allows you to act quickly on new opportunities.
Easily manage your new leads with this seamless workflow between JobProgress and monday.com. As soon as a New Lead is detected in JobProgress, an item is instantly created in your monday.com board. This ensures a consistent transfer of information, saving you time on manual data entry, and allows you to act quickly on new opportunities.
- When this happens...New Lead
New Lead from JobProgress
- automatically do this!Create Item
Create a new Item in a board
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New Customer
New Customer from jobprogress
Try ItLead Id
Job Id / Job Number (8888-9999-01)
Documents ListRequired
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Salesman / Customer Rep
Job Rep / Estimator
Job Description
Referral
Board IDRequired
Try It
New Lead
New Lead from JobProgress
Try ItIDRequired
First NameRequired
Last Name
PhoneRequired
EmailRequired
Company Name
Address
City
State
Zip Code
Country
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Item Created In Board Copy
Board IDRequired
Try It
