Create new client in Proposify from monday.com deal status change

Create new clients in Proposify when deal statuses change in monday.com, using only the primary contact name. This ensures accurate client management and faster onboarding for your sales team.

Create new client in Proposify from monday.com deal status change

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Overview

Create new clients in Proposify when deal statuses change in monday.com, using only the primary contact name. This ensures accurate client management and faster onboarding for your sales team.

Create new client in Proposify from monday.com deal status change