1.Detect updated lead record
Integrate Salesforce and CRM workflows to detect updated lead record fields for board updates.
Update lead status from board column changes for referrals
Automatically monitor updated lead records across Salesforce and referral tooling. Update the referral tracking board when lead status changes, conversion flag updates, or ownership changesβso you can normalize lead IDs, update board columns, and keep coordinators aligned without manual handoffs.
How this automation keeps your referral board accurate
When Salesforce updated record events fire, stale tracking rows can slow follow-up and hide the true referral status. This automation detects lead updates, cleans lookup values, finds matching board items, and updates monday.com columnsβso coordinators stay aligned without manual handoffs.
Salesforceor swap with your favorite app
2.Clean lead lookup values
Integrate Formatter by Zapier and data cleanup tools to normalize lead ID values for reliable lookups.
Formatter by Zapieror swap with your favorite app
3.Find matching board item
Integrate monday.com and board lookup tools to find the board row that matches the lead ID.
monday.comor swap with your favorite app
4.Route qualifying records
Integrate Filter by Zapier and routing logic to continue only for matching items and split update paths.
Filter by Zapieror swap with your favorite app
5.Update board columns
Integrate monday.com and board updates to change multiple columns with lead status, conversion context, and owner.
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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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