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How Can Monday Automatically Mark Leads as Converted?
Use a Monday.com property, group or board change to mark the matching campaign referral as qualified in Referral Factory.
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OverviewWhat does it mean to qualify a lead in Referral Factory?How does automatic qualification with Monday.com work?How do I choose between property, group and board qualification rules?How do I qualify a referral when a Monday.com property changes?How can I require both a property change and a move to a specific group?How do I qualify a referral when a Monday.com item moves to a group or another board?How does Referral Factory know which Monday.com item belongs to the lead?How long does Monday.com qualification take?What happens in Referral Factory after a lead is qualified?Does qualifying a lead trigger a reward?How do I test automatic qualification with Monday.com?
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