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Lead Sync + Monday.com

Scored leads, straight into Monday.com

Triton Lead Sync bridges the gap between your digital marketing and your daily operations by dropping new opportunities instantly into your workspace. Website forms, text chats, and call tracking metrics map directly into Monday.com, allowing your team to move projects from lead to close without shifting platforms.

All CRMs
Creates a board Item 1–5 score synced
New leads · Monday.com via Triton Lead Sync
LeadSourceScore
Marcus VanceFull Commercial Roof Replacement Google Organic 5★
Sarah JenkinsUrgent AC Repair & Diagnostic Paid Search 4★
David ChoiGeneral Kitchen Remodel Estimate Facebook Ad 3★
Created automatically as a  board Item  record
Best-fit industries

Who Monday.com works best for

The modern work operating system designed to streamline visual pipeline management.. These are the trades where Monday.com + Triton Lead Sync shine.

Construction & ContractingSubcontractor assignment and real-time project scheduling pipelines
Real Estate DevelopmentProperty acquisition tracking and investor relationship workflows
Digital AgenciesClient onboarding phases and creative asset production boards
Home ServicesDispatch assignment, crew routing, and multi-location field operations
How it works

From website form to Monday.com record

Every lead follows the same automated path — captured, scored, synced and prioritized, with no manual entry.

1

Capture & grade

A lead submits on your site. leadIQ instantly analyzes and scores it 1–5 for buying intent.

2

Automated sync

Zapier instantly routes the enriched lead to Monday.com.

3

Record created

A new board Item record is created automatically in Monday.com.

4

Score mapped

The leadIQ 1–5 score maps to a dedicated Column so your team prioritizes instantly.

Why it matters

A prioritized queue, not a data-entry chore

High-volume shops live or die by speed-to-lead. Lead Sync makes sure every lead is in Monday.com the instant it arrives — already scored, so your team works the best jobs first.

  • Instant Board PopulationEliminate the delay between form submission and manual data entry by routing web leads straight onto your active Monday.com boards as actionable items.
  • Visual Score PrioritizationUse leadIQ 1–5 star ratings mapped directly to your status columns, allowing your sales team to instantly spot and claim high-value deals.
  • End-to-End ROI VisibilityKeep tracking lines and UTM campaign data tied directly to each item, providing clear visual proof of which marketing channels drive revenue.
What syncs into Monday.com
Full name Phone & email Service requested Source & campaign (UTM) leadIQ 1–5 score Message / notes
Integration guide
Monday.com integration guide

New leads land on your board

A lead nobody touches is a truck roll you never billed. Monday.com is where your crew looks all day — so a lead is worthless until it's an Item on the board, graded and ready to work. Lead Sync bridges that gap. Someone hits your site, the lead gets scored, and a new Item appears on your board with the source and the grade already attached. No copy-paste. No switching tabs to check email.

Web form to a board Item, automatic

Every Lead Sync connection runs four steps, mapped to how Monday.com actually stores work. Capture and grade: a lead fills out a form on your site and leadIQ scores it 1 (lowest) to 5 (highest) on the spot. Sync: Zapier routes that scored lead onto your board the moment it lands. Create: a new Item is built automatically on your chosen Monday.com board — name, contact, the service requested, and the campaign behind it. Nobody re-keys a lead into a column. Your crew claims the work faster.

The 1–5 grade in its own column

The score is what reorders your board. leadIQ writes the 1–5 grade straight into a dedicated Column — a Custom Field built for it — so it reads at a glance right next to the Item. Now anyone scanning the board tells a quote-ready 5-star install from a low-intent 2 without opening a thing. High-margin jobs get claimed first. Junk and wrong numbers get filtered out so they never clutter the board or waste a rep's morning.

Every channel onto one board

Website form emails sync onto your Monday.com board on by default. Add call tracking and your tracked calls and SMS texts flow in as Items too; add AI or live chat and those conversations land as well. Same path for every channel — captured, scored, attributed, de-duplicated. Your board stays the single view the whole shop works from.

Campaign to closed job, fully traced

Lead Sync carries the UTM source, medium, and campaign onto the board alongside each Item. So a won job traces back to the exact ad, keyword, or page that produced it. Closed-loop attribution: budget follows booked jobs, not clicks — and it all reports back in your tritonIQ dashboard. Same Lead Sync engine we wire in for roofers, HVAC shops, remodelers, and every other trade Triton serves.

industries we serve

Built for your trade

From roofing to HVAC to remodeling — 35+ home service trades, plus small business and automotive.

marketing experts

Trusted to grow home service companies since 2011

For over a decade, home service companies have trusted Triton to bring in more booked jobs — pairing marketers who know the trades with AI that works every lead around the clock.

5.0/5
105+ verified reviews
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Thanks to Triton our site is up and running. We are working together on how to grow and improve. Thanks for the support and hard work.
PC
Pudas ConstructionFebruary 2025
via Google
Monday.com FAQ

Lead Sync + Monday.com

How Triton delivers scored leads into Monday.com.

Talk to a strategist
How do my leads get into Monday.com?

When a lead submits on your website, Triton’s leadIQ AI scores it 1–5, then Zapier instantly routes the enriched data to Monday.com. A new board Item record is created automatically — no copy-paste, no delay.

Does the lead score show up in Monday.com?

Yes. The leadIQ 1–5 Quality Score maps directly to a dedicated Column, so your team can instantly sort and call the highest-intent leads first.

Which lead sources sync into Monday.com?

Website forms and emails are on by default. Tracked calls and SMS flow in with callIQ Call Tracking, and chat flows in with conversationIQ. Everything lands in Monday.com, scored and attributed.

Is this the official Monday.com product?

No. Triton is an independent marketing partner. Monday.com is a third-party platform and its trademarks belong to their respective owner. Triton Lead Sync integrates with Monday.com to deliver your scored leads into it.

Get your leads flowing into Monday.com

Get a custom marketing plan that wires Triton Lead Sync into Monday.com — scored leads, created automatically, prioritized on arrival.

651.321.0578

Monday.com is a trademark of its respective owner. Triton Commerce is an independent marketing partner and is not affiliated with or endorsed by Monday.com.