Skip to content
Log inSign up
Templates
Create deal records from new project board cards

Create deal records from new project board cards

Your project cards often lack linked sales records, scattering revenue and billing context. Attach deal records to cards automatically so you have unified sales context same day.

Create deal records from new project board cards

Overview

Stop losing revenue context between project boards and sales tools—every new project card becomes a CRM deal so your project managers and account leads always see sales status. That unified view ships within minutes and lets billing prep start the same day.

Create deal records from new project board cards