Connect LeadConnector and monday.com to unlock the power of automation
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Set up your first integration
Quickly connect LeadConnector to monday.com with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate LeadConnector with monday.com - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Pipeline Stage Changed" from LeadConnector.
Add your action
An action happens after the trigger—such as "Archive Board" in monday.com.
You’re connected!
Zapier seamlessly connects LeadConnector and monday.com, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite- Board IDRequired
Try ItTriggerInstant
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionWrite- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
ActionWrite- Item_created_in_board_copy
- Board IDRequired
Try ItTriggerInstant
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Practical ways you can use LeadConnector and monday.com
Track new opportunities in monday.com
When a LeadConnector pipeline stage changes for a new opportunity, Zapier creates a new item in monday.com. This workflow ensures business owners stay updated on all new opportunities in a centralized dashboard for better oversight and prioritization.
Business OwnerRecord new campaign leads in monday.com
When a lead is added to a campaign in LeadConnector, Zapier creates an item in monday.com. This automation ensures your marketing efforts are seamlessly tracked alongside other projects, reducing manual data entry.
Marketing & Marketing OpsUpdate sales boards for pipeline changes
When an opportunity advances through stages in LeadConnector, Zapier updates the corresponding status column in monday.com. This automation keeps your sales pipeline in monday.com current, improving visibility and clarity for the sales team.
Sales OpsLearn how to automate LeadConnector on the Zapier blog
Learn how to automate monday.com on the Zapier blog
Frequently Asked Questions about LeadConnector + monday.com integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with LeadConnector and monday.com
How do I integrate LeadConnector with monday.com?
To integrate LeadConnector with monday.com, you need to use our platform to set up triggers from LeadConnector events that you want to track or automate in monday.com. After creating the desired triggers and actions, you can activate the integration.
What types of triggers are supported in the LeadConnector and monday.com integration?
We support various triggers such as new lead capture in LeadConnector. When a new lead is captured, you can automatically create a task or an item in monday.com.
Can I automate updates to boards on monday.com based on actions in LeadConnector?
Yes, the integration allows you to automatically update your boards on monday.com based on specific actions taken within LeadConnector. For example, this can include updating item statuses when a lead’s status changes.
Is it possible to send notifications to my team on monday.com when specific criteria are met in LeadConnector?
Certainly! You can set up triggers that send notifications directly to your team members on monday.com whenever specific events occur or criteria are met within your LeadConnector workflows.
How do I create tasks in monday.com from leads generated in LeadConnector?
You can configure an action within our integration workflow that creates tasks or items in your specified monday.com board each time a new lead is generated in LeadConnector.
Are there customizable templates for automation between LeadConnector and monday.com?
Yes, we offer several customizable templates that allow you to quickly start automating processes between LeadConnector and monday.com. These templates help map typical business workflows seamlessly between both platforms.
What should I do if my data doesn’t sync properly between LeadConnector and monday.com?
If you encounter data sync issues, first check if your authentication settings and permissions are correctly configured for both platforms. If problems persist, consult our support documentation or reach out to our support team for assistance.
