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monday.com + Salesforce

Create items in monday.com from new leads in Salesforce

Easily streamline your team's workflow with this efficient integration. Whenever a new lead is recorded in Salesforce, an item is promptly created in monday.com. This allows you to quickly allocate resources and tasks to your team, ensuring prompt follow up and better lead management. Enhance your sales process with this seamless workflow.

Easily streamline your team's workflow with this efficient integration. Whenever a new lead is recorded in Salesforce, an item is promptly created in monday.com. This allows you to quickly allocate resources and tasks to your team, ensuring prompt follow up and better lead management. Enhance your sales process with this seamless workflow.

  1. When this happens...
    SalesforceSalesforce
    New Lead

    Triggers when a new Lead is created.

    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
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • 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.