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Your Trailspark Leads board on monday

Overview

Trailspark Leads is a second, optional board: one row per person, showing who at your scored accounts is engaged. It is off by default. Turn it on from the Destination tab of the monday CRM page, after monday is connected.

Turning it on

On the Destination tab, the Trailspark Leads card has the switch. Trailspark creates the Trailspark Leads board in the same monday workspace as your Accounts board, and starts adding rows on the next update.

  • Which scores get a person onto the list controls who gets a row. By default, only people currently scored Hot do, so turning this on doesn't flood the board with every person Trailspark has ever seen.
  • Account rows are always updated before person rows. If both boards have work waiting, your Trailspark Accounts board never falls behind because the Trailspark Leads board is busy.
  • Connection health reports the two boards' backlogs separately, so "catching up on people" never reads as the whole connection being behind.

Matching people to your Contacts board

Trailspark matches a person to your own Contacts board by email address. Once Trailspark Leads is on, the Field Mapping tab's Your monday boards card gains two more pickers: Your Contacts board and The column holding the email address. Choose them and save.

A person with no email on file, or one Trailspark can't match, still gets a row, with an empty Contact column, and Trailspark keeps checking once a day. With Add missing companies and people to monday CRM on (off by default), Trailspark adds the missing contact to your Contacts board instead.

The columns

ColumnWhat it shows
NameThe person's name.
TitleThe person's job title, when known.
Lead scoreHot, Warm, or Cold.
Score statusCurrent, or Merged. See below.
Buying-group roleThe role or roles this person holds at their account, as plain names.
AccountLinks to this person's account on the Trailspark Accounts board.
ContactLinks to the matching item on your own Contacts board. Empty when Trailspark has not found a match yet.
As ofWhen this row was last checked.
Last changedWhen something worth noticing last changed for this person.
Open in TrailsparkA link to this person's page in Trailspark.

Treat these columns as read-only, the same as on the Trailspark Accounts board. Trailspark rewrites them on its own schedule, and typing into one never changes a person's score.

When your CRM merges a person away

If your Contacts board merges this person's contact into someone else's, Trailspark marks their row's Score status as Merged and then leaves it alone for good. It is never updated, deleted, or brought back. This is deliberate: a merged person's row is finished, not an error to fix.

Erasing a person's data

If you erase a person's data in Trailspark, their row on this board is deleted. That is the only reason Trailspark ever deletes a row here. It doesn't touch their contact on your own Contacts board; that record is yours, and it is yours to remove separately if you want it gone too.

Warning

Erasing a person in Trailspark deletes their row here, but it does not stop them from getting a row again. If they are still a live, scored lead in Trailspark, a later update can add a new row for them, because nothing on this board's side suppresses them.

Next steps