1.Detect status change
Integrate monday.com and CRM workflows to detect status-column changes and pass the email and status values to your automation.
Update contact status and exit contacts from campaigns
Automatically monitor monday.com status changes across CRM workflows. Route contacts to updated CRM status and exit active campaigns when qualifying status updates, at-risk indicators, or churn signalsβso you can update records, apply exit tags, and reduce manual cleanup without manual list cleanup.
How this automation cleans up campaign contacts
When a contact status changes on your project board, stale campaign lists can keep the wrong people active. This automation uses monday.com to detect status changes, then finds and updates Keap contacts and applies exit tagsβso your team can keep outreach accurate.
monday.comor swap with your favorite app
2.Filter qualifying records
Integrate Filter by Zapier and data validation tools to continue only when an email exists and the status qualifies for at-risk or churn.
Filter by Zapieror swap with your favorite app
3.Find matching contact
Integrate Keap and customer search tools to find the contact by email and determine whether the record already exists.
Keapor swap with your favorite app
4.Create or update contact
Integrate Keap and CRM field mapping to update the contact status field or create a new contact when no match is found.
5.Assign exit tag and group
Integrate Keap and campaign audience controls to add the configured exit tag or group so the contact is removed from active campaigns.
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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