1.Detect new board item
Integrate monday.com and board management tools to detect new lead entries and start the lead qualification flow.
Create CRM lead and deal from board entry
Automatically monitor new item on board across monday.com and CRM tools. Create and update contacts and deals when board entries appear or dropdown filters match or qualifying leads submitβso you can prevent manual CRM entry and speed up follow-up.
How this automation creates leads and deals fast
When new items land on your board, unqualified submissions can stall your sales workflow and clutter your pipeline. This automation filters inputs, normalizes contact data, finds or creates contacts, and creates dealsβso your team can follow up without manual data entry.
monday.comor swap with your favorite app
2.Continue only for matching records
Integrate Filter by Zapier and qualification logic to continue only for records that match the configured dropdown value.
Filter by Zapieror swap with your favorite app
3.Normalize phone and email fields
Integrate Formatter by Zapier and data normalization tools to map inputs into formatted phone and formatted email.
Formatter by Zapieror swap with your favorite app
4.Find or create the contact
Integrate Follow Up Boss and contact lookup to search by formatted email and create the contact when no match exists.
Follow Up Bossor swap with your favorite app
5.Create the deal and assign owner
Integrate Follow Up Boss and pipeline configuration to create a deal, set stage, and assign it to the configured owner.
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Step 1
Connect your tools
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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
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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Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
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