monday.com + RevBoss

Create new monday.com items from updated RevBoss prospect events

Enable this workflow to streamline your operations when a prospect event takes place in RevBoss. It instantly creates a new item on your monday.com platform, ensuring you quickly and efficiently follow up on prospective leads. This integration not only aids in lead management but also boosts your productivity by updating your tasks in real-time.

Enable this workflow to streamline your operations when a prospect event takes place in RevBoss. It instantly creates a new item on your monday.com platform, ensuring you quickly and efficiently follow up on prospective leads. This integration not only aids in lead management but also boosts your productivity by updating your tasks in real-time.

  1. When this happens...
    RevBossRevBoss
    Prospect Event

    Triggers when a Prospect completes a specified event.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

    • EmailRequired

    • SegmentRequired

    • Company Domain

    • First Name

    • Last Name

    • Middle Name

    • Nickname

    • Linkedin Url

    • Job Title

    • Phone Number

    • City

    • State

    • Country

    • Company Name

    • Company Linkedin Url

    • Company Size

    • Company Industry

    • Company Location

    • Company Linkedin Id

    • Company Phone Number

    • Company City

    • Company State

    • Company Country

    • Company Keywords

    • Company Annual Revenue

    • Company Seo Description

    • Company Number Of Retail Locations

    • Company Technologies

    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
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn more

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  • Project Management

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revboss logo
revboss logo

About RevBoss

RevBoss is a simple tool to help sales teams to find prospects, build pipeline, and grow faster.

Related categories

  • CRM (Customer Relationship Management)

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