1.Detect leads board value change
Integrate monday.com to watch status changes in the leads board and route qualifying records forward.
Create deal and contact records when a lead qualifies
Automatically monitor leads board specific column value changes across monday.com, Filter by Zapier, Formatter by Zapier, and Webhooks by Zapier. Create and update deal-ready records when lead status shifts, conversion readiness appears, or qualifying items triggerβso you can create contacts, resolve owners, and launch linked deals without manual list cleanup.
How this automation creates deal-ready CRM records
When a lead's configured board status changes, manual conversion setup can leave duplicates and unassigned deals. This automation filters qualifying records, creates contacts and deals, resolves owner assignment, and deletes the original leadβso your team can convert faster with cleaner pipelines.
monday.comor swap with your favorite app
2.Filters for conversion readiness
Integrate Filter by Zapier to continue only when status indicates conversion readiness, blocking non-qualifying leads.
Filter by Zapieror swap with your favorite app
3.Creates contact on Contacts board
Integrate monday.com to create contact records and map name, phone, and email from the lead item.
4.Extracts region or state
Integrate Formatter by Zapier to extract region or state from the address field for the deal location.
Formatter by Zapieror swap with your favorite app
5.Resolves owner display name
Integrate Webhooks by Zapier to call monday.com and resolve owner display name into a user id.
Webhooks by Zapieror swap with your favorite app
6.Creates linked deal in Deals board
Integrate monday.com to create a deal, link it to the contact, set stage and location fields, and assign the resolved owner.
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