Automate Sales Win Alerts in monday.com

Easily keep your team updated when a new deal is won, by automatically creating and organizing subitems in your monday.com board. This workflow ensures every win is captured and your project board stays up to date, all without manual entry.

Trigger Event: Won Deal in Teamgate

Whenever a deal is marked as won in Teamgate CRM, this workflow is triggered. There’s no need to follow up or check manually — your system is always current!

Actions

Currency Conversion (currency_full_form)

Before adding information to monday.com, the template translates currency symbols from your deal (like $, €, £) into easy-to-understand full names (like US Dollar, Euro, Pound Sterling). This makes your records clear for everyone on the team.

Create New Subitem in monday.com

The workflow then creates a new subitem under the related project/item in your monday.com board. This subitem details the won deal, so everyone is instantly informed about new successes without missing any details.

How This Template Helps You

This template saves your team valuable time by removing manual updates, keeps everyone on the same page for new sales wins, and makes your project board more organized and actionable. Stay focused on closing more deals while your boards update themselves!