1.Detect scheduled status change
Integrate monday.com to detect a specific status column update when a lead becomes scheduled.
Send scheduled follow-up email to new incoming lead
Automatically monitor lead status column changes across monday.com. Create and update when scheduled status triggers emails and board updates—so you can send welcome messages, mark leads contacted, and avoid manual chasing.
How this automation accelerates welcome email follow-up
When a lead status changes to the scheduled value, delays can cause missed opportunities. This automation retrieves item details, waits briefly, sends a language-ready welcome email, and updates the board—so your team can follow up without chasing each lead.
monday.comor swap with your favorite app
2.Get item values for the lead
Integrate monday.com and CRM data tools to retrieve item values for item lookup, language, and recipient email.
3.Delay for one minute
Integrate Delay by Zapier and automation tools to pause for one minute before sending the email.
Delay by Zapieror swap with your favorite app
4.Send email by selected language
Integrate Paths by Zapier and Microsoft Outlook to select the language template and send the welcome email.
Paths by Zapieror swap with your favorite app
5.Update item as contacted
Integrate monday.com and workflow tracking tools to set the sent status and clear draft placeholder fields.
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