Automate Contact Management: Mautic to Monday.com
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Seamlessly transfer new Mautic contacts directly into your Monday.com boards. Keep your team in sync and leverage your customer data effortlessly.
About This Workflow
This workflow automates the critical task of updating your project management system with new leads generated through Mautic. Whenever a new contact is created in Mautic, this integration automatically creates a new item on your designated Monday.com board. This ensures that your sales and marketing teams always have an up-to-date view of incoming leads, facilitating faster follow-ups and improved lead nurturing. The workflow captures essential contact information like first name, last name, and email, directly populating relevant columns in Monday.com for immediate actionability.
Key Features
- Real-time Contact Sync: Automatically add new Mautic leads to Monday.com as soon as they are created.
- Dynamic Item Naming: Creates Monday.com items with the contact's full name for easy identification.
- Email Field Population: Directly syncs the Mautic contact's email address to a dedicated email column in Monday.com.
- Extensible Configuration: Provides guidance on how to easily add more contact fields to your Monday.com board.
How To Use
- Configure Mautic Trigger: Set up the
On created contactnode to listen for themautic.lead_post_save_newevent from your Mautic instance. - Set up Monday.com Integration: In the
Create itemnode, authenticate your Monday.com account and select the desired board and group where new contacts should be added. - Map Contact Fields: The
nameparameter of theCreate itemnode is pre-configured to use the first and last names from Mautic. Theemailcolumn value is also automatically populated. - Extend with More Fields: Refer to the provided note and community discussion to learn how to add additional Mautic contact fields (e.g., phone number, company) to your Monday.com board by modifying the
additionalFieldsparameter in theCreate itemnode.
Apps Used
Workflow JSON
{
"id": "9fcd342a-881c-4537-9e7b-e645108afd08",
"name": "Automate Contact Management: Mautic to Monday.com",
"nodes": 16,
"category": "Marketing",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 9fcd342a-881c...
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