LeadSquared + monday.com

Create items in monday.com for every new lead in LeadSquared

Streamline your team's tracking process with this LeadSquared to monday.com workflow. Each time a new lead pops up in LeadSquared, an item will be promptly created in monday.com, ensuring your team stays updated with potential clients. This automation takes the hassle out of manual data entry and keeps your project management running efficiently.

When this happens...
New LeadTriggers when a new lead is created.
TriggerInstant
automatically do this!
Create ItemCreate a new Item in a board
ActionWrite

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More things you can do with LeadSquared and monday.com

Discover other triggers and actions you can use with LeadSquared and monday.com

New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
Updated Lead
Triggers when any lead field value changes.
Trigger
Instant
Try It
- From Stage
  Required
- To Stage
  Required
Trigger
Instant
Try It
- Sales Owner Email
  Required
- Product
  Required
- Lead Id
  Required
- Revenue
  Required
- Sales Date
  Required
- Status
  Required
Action
Write
- Owner.
  Required
- Lead Id
  Required
- Subject
  Required
- Description
- Due Date
Action
Write

- Search Key
  Required
- Search Value
  Required
Action
Search
- Schema Name
  Required
- Value
  Required
Action
Search

- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board
  Required
- Item
  Required
- Group
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board
  Required
- Column to Search
  Required
- Include Subitems?
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board ID
  Required
Action
Search

- Activity Event
  Required
Trigger
Instant
Try It
- Landing Pages
Trigger
Instant
Try It
- Email Address or Lead Id
  Required
- Activity Event
  Required
- Activity Note
- Activity Date Time
Action
Write
Create or Update Lead
Create a new lead or update an existing contact based on email address.
Action
Write
- Activity Id
  Required
Action
Search
- Email Address or Lead Id
  Required
Action
Search
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
- Parent Update ID
- User Mentions
- Team Mentions
- Include team mentions in body
- Board Mentions
- Project Mentions
Action
Write
- Item ID
  Required
Action
Write
- Board
  Required
- Item
  Required
- Include Updates?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board
- Item
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search

About LeadSquared

LeadSquared is a marketing automation and CRM solution that helps small to medium-sized businesses drive revenue by aligning their marketing and sales activities. Some key features include: Lead Capture Automation, Landing Pages, Email and Drip Campaigns, Lead & List Management, Tasks & Reminders, API & Connectors and Marketing, Sales and Revenue Analytics.

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About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

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Related Zap Templates

Update multiple columns in monday.com when new leads are added in LeadSquared

Related Zap Templates

Update multiple columns in monday.com when new leads are added in LeadSquared