Automate Lead Management with Zapier & Monday.com

In today's fast-paced business environment, automation is key to improving efficiency and reducing manual tasks. One of the quickest automation wins businesses can implement is streamlining lead management using Zapier and Monday.com. This automation ensures that every new lead is captured, assigned, and tracked seamlessly, reducing response time and increasing conversion rates.

What is This Automation?

This automation helps businesses automatically send new leads from sources like Google Forms, Facebook Lead Ads, or Type form to Monday.com, ensuring they are organized, assigned, and followed up promptly. Instead of manually entering data, the process becomes instant and error-free.

How to Set It Up

1. Create a Board in Monday.com:

   • Set up a new board in Monday.com for lead tracking.

   • Add columns for lead details such as Name, Email, Source, Status, and Assigned Sales Rep.

2. Set Up a Trigger in Zapier:

   • Log in to Zapier and create a new Zap.

   • Choose a trigger app (e.g., Google Forms, Facebook Lead Ads, Typeform) and select "New Form Submission" or "New Lead" as the trigger event.

3. Connect Monday.com to Zapier:

   • Choose Monday.com as the action app.

   • Select "Create Item" in Monday.com.

   • Map form fields (e.g., Name, Email, Phone) to corresponding Monday.com columns.

4. Test & Activate the Zap:

   • Run a test to ensure data flows correctly.

   • Turn on the Zap and monitor it in action.

     
     

Use Cases

• Marketing Agencies: Automate lead collection from Facebook Ads and ensure prompt follow-up.

• Sales Teams: Instantly assign new leads to sales reps based on predefined rules.

• Recruitment Firms: Track job applicants efficiently from submission to interview.

• Real Estate Agents: Capture property inquiries and assign them to agents automatically.

  
  

By implementing this simple automation, businesses can save time, eliminate manual errors, and enhance their lead conversion process.