Automating Marketing Lead Management with Monday.com and Zapier

Marketing teams are constantly juggling multiple tasks, from lead generation to campaign execution. Managing incoming leads efficiently can be the difference between a lost opportunity and a converted customer. With Monday.com and Zapier, you can streamline your lead management process, ensuring no potential customer slips through the cracks.

The Automation: Capturing and Managing Leads Automatically

One of the most impactful automations for marketing teams is integrating your lead capture forms with Monday.com to ensure seamless follow-up. Here’s how you can set it up:

Step 1: Connect Your Lead Capture Form to Zapier

If you use tools like Typeform, HubSpot, or Google Forms to collect leads, you can connect them to Zapier. Each time a new lead is submitted, Zapier will trigger an automation.

Step 2: Create a New Item in Monday.com

Once a lead is captured, Zapier can automatically create a new item in a designated Monday.com board. You can customise the board with columns for contact details, lead source, and follow-up status.

Step 3: Assign Team Members and Set Deadlines

Using Zapier’s automation, you can assign leads to specific team members based on predefined criteria, such as location or service interest. You can also set deadlines to ensure timely follow-ups.

Step 4: Notify Your Team Instantly

To prevent delays, use Zapier to send instant Slack or email notifications to your team whenever a new lead is assigned. This keeps everyone informed and improves response times.

Benefits of Automating Lead Management

• No more missed opportunities – Every lead is captured and tracked in Monday.com.

• Improved efficiency – Automations eliminate the need for manual data entry.

• Faster response times – Instant notifications keep the team updated.

• Better organisation – Leads are assigned and managed with clear visibility.