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monday.com + Salesforce

Update monday.com items when Salesforce records are updated

Keep your monday.com projects in sync with your Salesforce record updates with ease. Whenever you update a record in Salesforce, the workflow creates a corresponding item in your monday.com app. It's a seamless way to ensure your project information stays current, saving you time from manual data entry. Both the productivity and accuracy of your work will see a significant improvement.

Keep your monday.com projects in sync with your Salesforce record updates with ease. Whenever you update a record in Salesforce, the workflow creates a corresponding item in your monday.com app. It's a seamless way to ensure your project information stays current, saving you time from manual data entry. Both the productivity and accuracy of your work will see a significant improvement.

  1. When this happens...
    SalesforceSalesforce
    Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    TriggerPolling
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
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    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Related categories

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Triggers & Actions