monday.com + Nutshell
Create groups in monday.com from new leads in Nutshell
With this workflow, anytime a new lead surfaces in Nutshell, a related group will be created swiftly in monday.com. It allows for a more efficient and organized lead management, ensuring all important information has its designated place in your workflow, and that no new opportunities are missed out due to mismanagement or oversight. Perfect for businesses aiming to streamline their sales process and stay on top of their new leads with ease.
With this workflow, anytime a new lead surfaces in Nutshell, a related group will be created swiftly in monday.com. It allows for a more efficient and organized lead management, ensuring all important information has its designated place in your workflow, and that no new opportunities are missed out due to mismanagement or oversight. Perfect for businesses aiming to streamline their sales process and stay on top of their new leads with ease.
- When this happens...New Lead
Triggers when a new Lead is created.
- automatically do this!Create Group
Creates a new group in a board
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Lead Won
Triggers when a lead is won.
Try ItNew Company
Triggers when new Company is created.
Try ItNew Person
Triggers when new Person is created.
Try ItAgenda
Activity typeRequired
Start time
End time
Internal note
People within Nutshell
Users within Nutshell
Meeting lasts all day
Flag meeting as important
Street address
Street address line 2
Street address line 3
City
State
Country
Postal code
Address type
