New Leads entered / Company Name (Account)

Platform discussions monday CRM
1

Can someone help me understand if I’m missing something in the “Packaged” sales CRM workflow for the following:

A user creates a “New Lead” and enters information in the Contact and/or Account (Company- what we are using) Column(s) - how can those fields populate or pull from the the “existing Accounts / existing Contacts” so you don’t have to manual type these in everytime

2

Hey Brian,

To confirm, do you use seperate boards to manage leads and contacts(/accounts)? If this is the case, you can set up a connect board and mirror column in your leads board, to connect to the existing contacts/accounts board.

From there you can set up a match automation to automatically connect existing contacts to the new lead (/item) and mirror the associated information, i.e. Account.

Does this sound like it could help?

3

@BiancaT
Does this mean there is no way to check for duplicates?

If a new lead is added, and a button is clicked to convert to contact, this automation can create a new entry in the account board and link them. But if the Account already exists, it will create a duplicate account right?

4

Hi @bysam :wave: :wave:

You can automatically delete duplicates based on a column by using 2 automations.

  1. Use a recipe that connects the board to itself when another item matches the value in a column.

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  1. Then, set up another automation that deletes the item when the connected board column changes.

Hope this helps!

If you need more help with this, you can book a free consultation call with us.

Tanner
tanner@elevateops.io
Monday.com Consultant