1.Detect new board item
Integrate monday.com, board workflows, and lead tracking to detect new lead rows in your board to start lead triage.
Send info email and schedule follow-up for leads
Automatically detect new lead rows across monday.com boards. Send info emails and schedule follow-up when new lead row created, qualification flag set, or follow-up date calculated—so you can deliver program info, set follow-up timing, and update lead status without manual follow-up.
How this automation coordinates follow-up for qualified leads
When new leads sit unprocessed, delays can slow enrollment and create inconsistent follow-up. This automation waits briefly, filters for qualifying records, sends info emails, calculates follow-up dates, and updates lead status—so your team can act fast.
monday.comor swap with your favorite app
2.Delays for board stability
Integrate Delay by Zapier and delay workflows to pause for 3 minutes to allow the item to settle.
Delay by Zapieror swap with your favorite app
3.Continues only for qualified leads
Integrate Filter by Zapier and lead qualification checks to continue only for qualifying records based on the qualification flag.
Filter by Zapieror swap with your favorite app
4.Sends program info email
Integrate Mailsuite and email outreach tools to send an immediate info email to the mapped lead recipient.
Mailsuiteor swap with your favorite app
5.Calculates two-day follow-up date
Integrate Formatter by Zapier and date tooling to add 2 days to the trigger timestamp for follow-up scheduling.
Formatter by Zapieror swap with your favorite app
6.Updates lead status and follow-up date
Integrate monday.com and CRM records to update the configured date field and set lead status or score.
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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