1.Monitors new item in board
Integrate monday.com and lead boards to detect new lead entries for triage.
Send welcome info email and schedule follow-up task
Automatically monitor new lead items across monday.com. Schedule follow-up by sending a welcome email and updating contacted status when new leads are added or eligible details appear or follow-up dates are ready—so you can reduce manual outreach coordination, speed triage, and keep follow-up on track without manual follow-up paperwork.
How this automation schedules your follow-up for new leads
When a new item lands in your leads board, leads can slip through and outreach gets delayed. This automation waits, qualifies, sends welcome info, and updates contacted status—so your team can act on the next follow-up at the right time.
monday.comor swap with your favorite app
2.Delays 5 minutes for edits
Integrate Delay by Zapier and automation timing tools to pause before outreach for quick updates.
Delay by Zapieror swap with your favorite app
3.Filters for eligible lead types
Integrate Filter by Zapier and lead qualification rules to continue only for individual leads.
Filter by Zapieror swap with your favorite app
4.Sends welcome info email
Integrate Gmail and email templates to send an intro message to the lead.
Gmailor swap with your favorite app
5.Calculates follow-up date
Integrate Formatter by Zapier and date tools to compute a follow-up date in board-ready format.
Formatter by Zapieror swap with your favorite app
6.Updates item with contacted status
Integrate monday.com and CRM fields to update follow-up date and mark the lead as contacted.
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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