monday.com + Radius CRM
Generate new Radius CRM leads/clients from new monday.com board items
Elevate your lead management process with this workflow. When a new item appears on your monday.com board, the same information is seamlessly populated in your Radius CRM to create a new Lead/Client. This efficient method ensures you never miss a potential customer, boosting your chance of successful interactions and conversions. It's the perfect solution for keeping your project management and customer relationship platforms in harmony.
Elevate your lead management process with this workflow. When a new item appears on your monday.com board, the same information is seamlessly populated in your Radius CRM to create a new Lead/Client. This efficient method ensures you never miss a potential customer, boosting your chance of successful interactions and conversions. It's the perfect solution for keeping your project management and customer relationship platforms in harmony.
- When this happens...New Item in Board
Triggers when an item is created in a specific board.
- automatically do this!Create Lead/Client
Create a Lead or Client in Radius
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