If I have an email address coming into a deals board through Zapier, is it possible to automatically link a contact based on that email address?
To link a contact based on an email address coming into a deals board through Zapier, we can implement a two-step automation process. First, when a new deal is created in the deals board, Zapier will search your CRM or contact management system for a matching email address. If a match is found, the contact information will be linked to the deal automatically. This ensures that every new deal is associated with the correct contact, streamlining your workflow and maintaining data accuracy.
- Trigger: New deal creation in the deals board.
- Action: Search for contact by email in the CRM.
- Action: Link the found contact to the new deal.
Hey @weslby
We’ve developed an app called Advanced Item Link & Match which allows to autoamte the connection between items. It was built to address monday’s native solution shortcomings. Here’s an example →
You can find it in the monday.com app marketplace in the platform.
Hope that helps!