Ruler can create Items or enrich existing Items in your Monday CRM Boards
|Available Ruler Triggers|
|New event when a New Call lands in Ruler Analytics|
|New event when a New Form Completion lands in Ruler Analytics|
|Available Monday Actions|
|Create Item in a Board|
|Update Column Value|
For each of the Ruler triggers you can pass the following fields to your Monday CRM to enrich your data. See more here.
What is needed for this Integration?
Once you have decided the variables you wish to map from the lead in Ruler Analytics to your Monday Items columns, you will need to ensure you have created these as a custom field on your Items. More information can be found here.
Get in touch with your account manager today to get started with your Ruler and Pipedrive Integration.
Updated about 1 year ago