1.Captures new board lead item
Integrate monday.com and board intake workflows to map lead title, submission fields, and contact email and phone to centralize lead data.
Add validated, deduplicated leads from new board items
Automatically capture new board items across monday.com for lead intake and contact fields in your Zapier Tables. Create and update validated lead records when qualifying items are submitted or duplicates are detected or core contact fields are missingβso you can clean data automatically, split names accurately, and keep outreach lists ready without manual data cleanup.
How this automation creates reliable lead records
When new board items are added without consistent contact fields, outreach lists get polluted with noise and duplicates. This automation captures board lead details, filters and formats them, then finds or creates deduplicated lead records in your Zapier Tablesβso your team can respond faster.
monday.comor swap with your favorite app
2.Filters qualifying contact records
Integrate Filter by Zapier and validation rules to exclude vendor noise entries and items missing core contact fields so you can keep outreach lists clean.
Filter by Zapieror swap with your favorite app
3.Splits name into first and last
Integrate Formatter by Zapier and parsing rules to split full names into first name and last name fields for consistent contact profiles.
Formatter by Zapieror swap with your favorite app
4.Finds or creates deduplicated lead record
Integrate Zapier Tables and deduping workflows to find by email, create records on no match, and store source board for reliable lead data.
Zapier Tablesor swap with your favorite app
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