Mobilo Card + monday.com

Manage new Mobilo Card leads by creating items in monday.com

Streamline your lead management process with this quick-start workflow. Once set up, each time a new lead gets registered in your Mobilo Card account, a corresponding item is promptly created in monday.com. By connecting Mobilo Card to monday.com, this automation saves time and helps you efficiently manage and track all the insights about your leads in a well-structured manner.

Streamline your lead management process with this quick-start workflow. Once set up, each time a new lead gets registered in your Mobilo Card account, a corresponding item is promptly created in monday.com. By connecting Mobilo Card to monday.com, this automation saves time and helps you efficiently manage and track all the insights about your leads in a well-structured manner.

  1. When this happens...
    Mobilo CardMobilo Card
    New Lead (For Your Account)

    Triggers when a new lead has been created for your own account.

    TriggerScheduled
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Mobilo Card triggers, actions, and search

    New Lead (For Your Account)

    Triggers when a new lead has been created for your own account.

    Trigger
    Scheduled
    Try It
  • Mobilo Card triggers, actions, and search

    New Lead (For Your Organization)

    Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.

    Trigger
    Scheduled
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
  • Mobilo Card triggers, actions, and search

    New Lead (For Your Group)

    Triggers when a new lead has been created for your group (or department), within the organization.

    Trigger
    Scheduled
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Scheduled
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
mobilo-card logo
mobilo-card logo

About Mobilo Card

The Smart Business Card. Share your contact details with a tap and turn your meetings into leads. The only digital business card with data analytics and link tracking.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Related categories

  • Project Management

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