1.Monitor board CRM status changes
Integrate monday.com and CRM workflow tools to watch for qualifying onboarding row changes so you can trigger reseller setup.
Create reseller account and deal from board status
Automatically detect specific column value changes on an onboarding board across monday.com, Pipedrive, and Zapier Tables. Create and update when the CRM flag is set or form mappings are selectedβso you can create contacts, build organizations, and open deals with follow-up without manual data entry.
How this automation creates reseller accounts and deals
When a board row is marked for CRM but details are missing, data entry delays deals and slows sales follow-up. This automation finds or creates contacts and organizations, then creates deals and follow-up activitiesβso your team can start sales on time.
monday.comor swap with your favorite app
2.Find or create a person
Integrate Pipedrive and data matching tools to find the person by email and create one to return a person id.
Pipedriveor swap with your favorite app
3.Lookup form and product mappings
Integrate Zapier Tables and product mapping tools to look up legal form and product code mappings to return CRM IDs.
Zapier Tablesor swap with your favorite app
4.Create an organization record
Integrate Pipedrive and address tools to create the organization, set legal form linkage, and assign the configured owner.
5.Create a deal in the pipeline
Integrate Pipedrive and deal setup tools to create the deal using organization id, person id, and expected close date.
6.Add product line items
Integrate Pipedrive and pricing tools to add product references with quantity, price, and discount from the board.
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Step 1
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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.
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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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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
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