We’re an IT service provider working in the B2B space, and we’re currently building our CRM and project workflow in monday.com. Our goal is to create a fully connected data structure across all stages:
From the lead to the deal
From the deal to the project
While maintaining links to both the account (company) and the contact person
We’ve already set up an automation where:
When a lead is marked as “Qualified,” a new item is created in the Deals board.
That part works fine — however, the contact person and company (both connect columns in the Leads board) are not passed to the new deal item.
What we want to achieve is a consistent and traceable connection between leads, deals, and projects so that we can later evaluate and report by account or by contact. For example: “Which deals and projects are connected to Company X or Contact Y?”
Our questions:
Is it possible to pass connect column values (e.g. contact, company) via monday automations?
If not: what workarounds or tools (e.g. Make.com) are you using to solve this?
Are there any best practices or examples from the community for building a clean B2B CRM structure in monday.com?
Any advice, ideas, or links to examples would be greatly appreciated.
We’re an IT service provider working in B2B, and we’re building our CRM and project workflow in monday. Our goal is to have a fully connected data structure from leads to deals to projects, while keeping links to both the company and the contact person.
We set up an automation so that when a lead is marked “Qualified,” a new deal item is created. This works well, but the contact person and company (which are connected columns in the Leads board) don’t transfer to the new deal item.
We want to have a clear, traceable connection between leads, deals, and projects to easily report on accounts or contacts — for example, “Which deals and projects relate to Company X or Contact Y?”
So, we have a few questions:
Is it possible to pass connected column values like contact and company using monday automations?
If not, what workarounds or tools (like Make.) do you recommend?
Are there any best practices or examples from the community for building a clean B2B CRM setup in monday?
Any advice or examples would be really appreciated!
For that process, I don’t use the Leads board. I have all contacts/leads start on the contacts board. Then once marked ‘qualified’, I have an automation that connects the contact to the deal
monday.com’s native automations unfortunately don’t support passing connect column values like contact or company. To maintain these links across Leads → Deals → Projects, tools like Make.com (formerly Integromat) are ideal. You can create scenarios to read the connected values from Leads and then set them in Deals or Projects during item creation. For a clean B2B CRM, developers often create mirrored boards and use bidirectional relationships. Ensure consistent IDs or names for mapping. Consider workforms for structured lead input and connect-boards to track full client history.
— Developer tip: Use item IDs as persistent references for automation logic.
If you like, I’d be happy to hop on a quick call with you for free to help you set this up. With the Connected Boards Automations app, you can keep all your boards synced! It’s super helpful when managing multiple boards, easy to use, and has a perfect 5/5 rating in the marketplace!
I’m currently testing a Make scenario to handle exactly that: creating companies (and optionally contacts) if they don’t yet exist, and linking them properly from Leads → Deals → Projects. From what I’ve seen so far, Make seems to be solution for this.
Your hint about using item IDs as persistent references is helpful.
One important requirement on our end is that we work with both:
leads for companies already stored in our CRM (in the Companies board), and
leads for entirely new prospects whose companies don’t yet exist in our system.
From what I understand, the Connected Boards Automations only work when the referenced company already exists in the connected board – is that correct?
In other words, if the company doesn’t yet exist in the Companies board (because it’s a new lead), the automation won’t be able to match and connect it automatically.
That’s why we’re considering Make to build a logic that first checks whether the company exists – and if not, creates it and links it to the lead/deal accordingly.
I understand your workflow and I really think the Connected Boards Automations app is a perfect solution for what you’re trying to accomplish.
We have different automations for different use cases. You can select whichever trigger you prefer. You can establish a connection between items as soon as the new items are created, or use a column change as the trigger (like a status column for example). The latter is best for connecting existing items.
“From what I understand, the Connected Boards Automations only work when the referenced company already exists in the connected board – is that correct?”
→ If you are using the company name as the condition to match items between boards, then yes it won’t automatically connect because the condition was not met. However, the company name should exist at some point, right? In that case, you can establish the connection as soon as you populate the company column.
“In other words, if the company doesn’t yet exist in the Companies board (because it’s a new lead), the automation won’t be able to match and connect it automatically.”
→ We already have an automation recipe that does the same thing.
