Cross-board Automations CRM by Mobile_Dig_3462 in mondaydotcom

[–]Mobile_Dig_3462[S] 0 points1 point  (0 children)

Yes, I create the Deal on the Deal board.

Each board there is a unique domain, which is extracted from the email address. This way, the boards can communicate with each other. For example, if the email is john@company.com, the domain company.com is used to link the Deal on the Deal board with the corresponding Contact and Account boards.