How do I add a lead to Contacts, a company to Accounts, and connect those items?

[Courtad123 (Court)]

In Leads, I have a button that automatically adds an item to my Contacts with their personal information.

Although I’ve been able to automatically add a company to Accounts with its relevent information, I’m not sure how to automatically connect those two new items.

So far the only option it gives me is to connect one of the new boards to Leads, but I’m trying to connect Accounts and Contacts via this automation.

[JCorrell (Jim - The Monday Man)]

@Courtad123

Have you considered using this connection recipe?

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Jim - The Monday Man
Get Custom Apps, Integrations & Automations for monday

[Fantasy-Media-Team]

Hey @Courtad123,

We’ve developed an app called Connected Boards Automations. Which allows to run robust automations on connected boards column, here’s how it can be used in this case →

Automatically connect items based on one or multiple criteria →

Also worth adding that it also supports -

1. Automatically removing connecting.

2. Syncing values between connected items.

3. Cross-board automations (trigger in the connected board and action in the current board)

You can find it in the monday.com app marketplace in the platform or here - Connected Boards Automations - monday.com App Marketplace

Hope that helps!