1.Monitor new activity
Integrate lemlist and CRM activity tracking tools to detect new outbound touch records and trigger deal matching.
Log outbound touch to deal timeline and activity board
Automatically capture new outbound touch events from lemlist across monday.com and Zapier tools. Create and update deal timeline entries and linked activity board itemsβso you can keep partner context current without manual activity logging.
How this automation logs outbound touches to your deal timeline
When new lemlist activities arrive, manual updates can leave deal context out of sync. This automation finds the matched deal item, maps the activity type, validates the activity identifier, and creates timeline plus linked activity board entriesβso your team gets instant visibility.
lemlistor swap with your favorite app
2.Find deal item by name
Integrate monday.com and CRM lookup workflows to find the matching deal and return the matched item id for timeline logging.
monday.comor swap with your favorite app
3.Lookup activity identifier
Integrate Formatter by Zapier and lookup tables to map the incoming activity type to a configured activity id and label.
Formatter by Zapieror swap with your favorite app
4.Validate activity id format
Integrate Code by Zapier and data validation tools to clean and validate the mapped activity id for the timeline entry call.
Code by Zapieror swap with your favorite app
5.Create timeline and linked item
Integrate monday.com and CRM timeline boards to create the timeline entry and a linked activity board item for context.
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