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monday.com + Salesforce

Create Salesforce leads from new monday.com boards

Ensure swift and efficient lead generation with this automation. Whenever there's a new board in monday.com, it initiates the creation of a lead in Salesforce. This streamlined workflow accelerates your sales process and keeps your team updated on potential business opportunities, reducing manual work and enhancing productivity.

Ensure swift and efficient lead generation with this automation. Whenever there's a new board in monday.com, it initiates the creation of a lead in Salesforce. This streamlined workflow accelerates your sales process and keeps your team updated on potential business opportunities, reducing manual work and enhancing productivity.

  1. When this happens...
    monday.commonday.com
    New Board

    Triggers when a new board is created.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Group Names to trigger on

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
    • Item Created In Board Copy

    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    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.