1.Detect new board item
Integrate monday.com and workflow triggers to capture new item title and key submission fields for lead creation.
Create contact and send welcome message to lead
Automatically create contact records from new item in configured board across monday.com and respond.io. Send templated WhatsApp outreach when lead form submits, qualifying status changes, or a board entry is createdβso you can find contacts, update lifecycle tags, and welcome message prospects without manual follow-up.
How this automation turns board leads into contacts
When new items land in a configured monday.com board, slow outreach can cause leads to go cold. This automation finds or creates contacts, updates lifecycle tags, and sends a WhatsApp welcome messageβso your team can follow up immediately.
monday.comor swap with your favorite app
2.Filter qualifying lead records
Integrate Filter by Zapier and data conditions to continue only for qualifying status values and non-duplicate leads.
Filter by Zapieror swap with your favorite app
3.Find or create contact
Integrate respond.io and contact mapping to match by phone and fall back to email, then create contacts on no match.
respond.ioor swap with your favorite app
4.Update lifecycle or tags
Integrate respond.io and audience list logic to update lifecycle stage or list membership from segmentation flags.
5.Send templated WhatsApp message
Integrate respond.io and templated messaging to send a WhatsApp template using mapped placeholders for personalization.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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