Hi everyone,
I’ve been working on moving from AirTable to Monday and building out a CRM.
I have four boards: Leads, Clients, Companies, Deals.
I’d like to auto convert a lead to a client when the lead is marked as qualified and the deal is won.
It feels like the automation in Monday are a bit limited and the only way I can think to this is by triggering a webhook that would then do this from something like Integromat.
How would you go about this? Am I missing something with automation?
