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Monday.com legally Monday.com Ltd., is a Cloud-based platform that allows companies to create their own applications and work management software.monday.com Integrations
It's easy to connect Customerly + monday.com without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created.
Triggers when a new user is created.
Triggers when a new item is created on all boards.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Customerly is a software that allows the users to manage their customer relationship. It helps them to create, track, analyze and cplaborate with sales reps on their customer information. The company is based in the U.S. whereas monday is an online project management top for enterprise teams.
Customerly offers various modules such as contact management, events, activity stream, lead scoring, email marketing, email templates, deals and opportunities. On the other hand, monday provides modules like task lists, calendars, reports, meetings, wikis, chat and document management. So we can see there are great chances for integration of these modules to make the most of both products. For instance, if you integrate the lead scoring module of Customerly with monday task list you will be able to take action on those leads according to your own rules and preferences.
Integration of Customerly and monday.com will help the users to get more accurate insights about their customers and also increase their productivity. For example, if you integrate the cplaboration module of Customerly with monday calendar you will be able to respve issues quickly by adding relevant experts from your team to the calendar event. Moreover, integration between these two products will allow the users to create better relationships with their customers.
In conclusion it is clear that integration of these two products will be a great opportunity for sales professionals as they will be able to increase their productivity while also making more accurate decisions about their customers.
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