monday.com + Solve CRM
Create items in monday.com for newly tagged contacts in Solve CRM
When a new contact is tagged in Solve CRM, don't get stuck in the mundane process of manually carrying that information over to your project management tools. With this automation, each time a tagged contact is added in Solve CRM, a new item gets created for them in your monday.com board. Streamline your workflow and ensure consistent data tracking across both platforms.
When a new contact is tagged in Solve CRM, don't get stuck in the mundane process of manually carrying that information over to your project management tools. With this automation, each time a tagged contact is added in Solve CRM, a new item gets created for them in your monday.com board. Streamline your workflow and ensure consistent data tracking across both platforms.
- When this happens...New Tagged Contact
Triggers when a specific tag is applied to a contact.
- automatically do this!Create Item
Create a new Item in a board
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New Company
Triggers when you add a new company.
Try ItCategory TagRequired
Try ItNew User
Triggers when you add a new user account.
Try ItShared With...
Company Name
Categories
New Contact
Triggers when you add a new contact.
Try ItCategory TagRequired
Try ItNew Workgroup
Triggers when a new workgroup is created.
Try ItShared With...
First Name
Last Name
Job Title
Business Address
Business Email
Business Fax
Business Phone Direct
Business Phone Extension
Business Phone Main
Cellular Phone
Home Address
Home Phone
Other Email
Personal Email
Website
Categories
