1.Monitors status column changes
Integrate monday.com and CRM fields to fetch the updated item details by item ID and map status and contact variables.
Send follow-up emails when lead status changes for owners
Automatically monitor status column changes across monday.com boards and contact fields. Create and update follow-up emails with matching templates across paths—so you can route outreach, keep owners aligned, and stop manual follow-up.
How this automation sends follow-ups to the right path
When a lead’s status column changes on monday.com, delays can break timing and create inconsistent outreach. This automation fetches the updated item, routes the record to a status path, sends the matching email, and logs an owner update—so your team can stay aligned.
monday.comor swap with your favorite app
2.Routes by selected status
Integrate Paths by Zapier to route records based on the new status and select the right template key for qualifying items.
Paths by Zapieror swap with your favorite app
3.Sends path matched follow-up email
Integrate Mailjet and email template variables to send the matching message to the contact email with the chosen template.
Mailjetor swap with your favorite app
4.Creates update and change record
Integrate monday.com to write an update noting which template was sent and optionally adjust the status column.
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