Add new sales leads to your pipeline board
Each sales enquiry lands in the New leads group of your CRM board, tagged "New lead" and ready to work.
New submission on your "Contact sales" form
Create an item on your CRM board in the "New leads" group with the Name, Email and Company columns filled, and the Status column set to "New lead"
One-directional. A submission triggers the action — nothing is written back into your form.
A sales team that runs its pipeline on a monday.com board wants one thing from a web form: the enquiry should already be an item by the time anyone looks at it. This flow does that. A submission creates a row in the New leads group with the company, the email and the deal status already in place.
It suits small teams who work the board directly, dragging cards from New leads through qualification into a deal stage. The connection runs one way — nothing a rep does on the board is written back to the form.
Setting it up
- 1
Publish your "Contact sales" form. The Business Inquiry Form template is a close fit, because it already asks for Company Name, Company Size and Timeline — the three things a rep sorts on.
- 2
Open the CRM board in monday.com and confirm it has a group named "New leads" and a Status column whose labels include "New lead", spelled exactly that way.
- 3
In Zapier, set formformform's "New Submission" trigger to the contact form, then add the monday.com "Create Item" action pointed at the CRM board with New leads as the group.
- 4
Map Full Name into the item name, so the board reads as a list of people rather than a column of untitled rows.
- 5
Map Work Email and Company Name to their matching columns. If there is no Company column yet, add it as a Text column before you finish the Zap.
- 6
Set the Status column to the static value "New lead". A label monday.com does not hold will leave the column blank rather than create it.
- 7
Send Tell Us More into a Long Text column so the rep can read the enquiry itself without opening a second tab.
- 8
Submit a test enquiry, check that the item lands in New leads with the status set, then switch the Zap on.
What maps where
Using the Business Inquiry Form as the starting point. These are its real fields — swap in your own and the mapping works the same way.
| Form field | monday.com |
|---|---|
| Full Name | Item name on the CRM board |
| Work Email | Email column on the item |
| Company Name | Company text column |
| Company Size | Company size dropdown column |
| Timeline | Timeline dropdown column |
| Tell Us More | Long Text column holding the enquiry |
Variations worth knowing
Company Size already arrives with the submission. A Zapier filter can send anything at 500+ into an "Enterprise" group with its own owner, while smaller enquiries carry on into New leads untouched.
Type of Inquiry can decide the destination. Zapier Paths lets partnership enquiries create items on a partnerships board while sales enquiries go to the CRM board, so neither queue fills with the other's work.
If something isn't arriving
monday.com matches status labels on exact text. "New Lead" will not match a label written "New lead". Copy the wording out of the column settings and paste it into the Zap rather than retyping it.
The Create Item action falls back to the board's first group when no group is chosen. Reopen the monday.com step, select New leads from the group dropdown, and run the test again.
Frequently asked questions
If a rep edits the item, does the submission change too?
No. The connection only writes into monday.com. A new status, an owner, a note added on the board all stay there. Your original submission sits unchanged in the formformform responses list, which is useful once a row has been edited past recognition.
Can one form feed two different CRM boards?
Yes. Build a second Zap on the same form with a different board as the action, or handle both inside one Zap with Paths. The trigger fires on every submission, so each Zap watching that form receives it.
How fast does a lead reach the board?
The New Submission trigger is real-time, so Zapier hears about the enquiry the moment someone sends it. The item normally appears within seconds, subject to how busy your Zapier task queue is at that moment.
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Build the form first
The automation needs somewhere to fire from. Publish a form, connect it once, and every submission from then on runs this flow.
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