Extract names, send consultation invitation, and update deal in monday.com
Extract names, send consultation invitation, and update deal in monday.com
Extract the first and last name from new deals in monday.com, send consultation invitations via Microsoft Office 365, and update the deal status in monday.com for faster onboarding and improved client engagement.
Workflow preview:
Zap details:
Overview
Extract the first and last name from new deals in monday.com, send consultation invitations via Microsoft Office 365, and update the deal status in monday.com for faster onboarding and improved client engagement.