Connect monday.com and Salesforce to power AI-driven automation

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Start with a template that brings monday.com and Salesforce together. Build enterprise-grade automation in minutes.

Our most popular template

Update Salesforce records with new monday.com board updates
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monday.com + Salesforce
Create Salesforce records for new monday.com board items
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monday.com + Salesforce
Create items in monday.com for updated Salesforce records
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Salesforce + monday.com
Create items in monday.com board when new records are created in Salesforce
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Salesforce + monday.com
Update records in Salesforce when column values are changed in monday.com boards
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monday.com + Salesforce
Update Salesforce records when specific column values change in monday.com boards
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monday.com + Salesforce

Update Salesforce records with new monday.com board updates

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monday.com + Salesforce

Create Salesforce records for new monday.com board items

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monday.com + Salesforce

Create items in monday.com for updated Salesforce records

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Salesforce + monday.com

Create items in monday.com board when new records are created in Salesforce

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Salesforce + monday.com

Update records in Salesforce when column values are changed in monday.com boards

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monday.com + Salesforce

Update Salesforce records when specific column values change in monday.com boards

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monday.com + Salesforce

Create new monday.com items for Salesforce outbound messages
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Salesforce + monday.com
Update multiple columns in monday.com when new records are added in Salesforce
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Salesforce + monday.com

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate monday.com with Salesforce - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Any Column Value Changed in Board" from monday.com.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects monday.com and Salesforce, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It

- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write

- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
- Parent Update ID
- User Mentions
- Team Mentions
- Include team mentions in body
- Board Mentions
- Project Mentions
Action
Write
- Item ID
  Required
Action
Write
- Board
  Required
- Item
  Required
- Include Updates?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board
- Item
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board
  Required
- Item
  Required
- Group
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board
  Required
- Column to Search
  Required
- Include Subitems?
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board ID
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

For AI agents & developers

Use monday.com and Salesforce with AI agents and code

Beyond Zap workflows. Call monday.com and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose monday.com and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Archive Board
Add Contact to Campaign

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger monday.com and Salesforce actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* monday / salesforce action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use monday.com and Salesforce

Update project status in monday.com when a Salesforce case is closed

When a case is resolved and closed in Salesforce, Zapier automatically updates the status of the related project in monday.com. This eliminates manual updates, ensuring the project management dashboard stays accurate, boosting accountability and reducing missed updates.

Try it

Sync Salesforce leads to monday.com as tasks

When a new lead is created in Salesforce, Zapier automatically creates a corresponding task in monday.com. This ensures the marketing team can act on new leads quickly, improving response times and lead engagement.

Marketing & Marketing Ops

Try it

Create a Salesforce opportunity when a task is added to monday.com

When a task is added to a specific monday.com board, Zapier creates a corresponding opportunity in Salesforce. This bridges project planning and sales efforts, ensuring no opportunities linked to projects are overlooked.

Project Management

Try it

Learn how to automate monday.com on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your monday.com to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about monday.com + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with monday.com and Salesforce

Can monday.com be integrated with Salesforce for automatic data syncing?

Yes, integrating monday.com with Salesforce allows automatic data syncing between the two platforms. Through triggers and actions, you can set up specific workflows that automatically update information in one platform when changes are made in the other.

How do triggers work in the monday.com and Salesforce integration?

Triggers are events that start a workflow between monday.com and Salesforce. For example, when a new lead is added in Salesforce, it can trigger the creation of a new item on a board in monday.com. Triggers ensure your data is seamlessly transferred between the two platforms.

Can we create tasks automatically in monday.com from Salesforce opportunities?

Yes, you can set up an action that creates tasks in monday.com whenever an opportunity reaches a certain stage in Salesforce. This allows your team to start working on related activities without manually transferring data.

What kind of actions can be performed on Salesforce through this integration?

With this integration, you can perform actions such as creating contacts, updating records, or sending notifications within Salesforce based on updates from monday.com.

Is it possible to manage custom fields between both platforms?

Yes, custom fields can be managed and mapped between monday.com and Salesforce. This ensures that all necessary information is accurately represented as it's transferred between systems.

How are errors handled during data transfer between monday.com and Salesforce?

We handle errors by providing detailed error messages and logs for any failed operations during data transfer. This allows users to quickly identify issues and make necessary corrections.

Can I track changes made to records synchronized between both platforms?

Absolutely, you can track changes to synchronized records by setting triggers that notify you of updates or modifications made either on monday.com or in Salesforce. This helps maintain transparency and accountability within your team.

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.

HelpHelp

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About Salesforce

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Connect monday.com and Salesforce to power AI-driven automation

Launch your first automated workflow

Update Salesforce records with new monday.com board updates

Create Salesforce records for new monday.com board items

Create items in monday.com for updated Salesforce records

Create items in monday.com board when new records are created in Salesforce

Update records in Salesforce when column values are changed in monday.com boards

Update Salesforce records when specific column values change in monday.com boards

Update Salesforce records with new monday.com board updates

Create Salesforce records for new monday.com board items

Create items in monday.com for updated Salesforce records

Create items in monday.com board when new records are created in Salesforce

Update records in Salesforce when column values are changed in monday.com boards

Update Salesforce records when specific column values change in monday.com boards

Create new monday.com items for Salesforce outbound messages

Update multiple columns in monday.com when new records are added in Salesforce

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use monday.com and Salesforce with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use monday.com and Salesforce

Update project status in monday.com when a Salesforce case is closed

Sync Salesforce leads to monday.com as tasks

Create a Salesforce opportunity when a task is added to monday.com

Learn how to automate monday.com on the Zapier blog

Use Zapier's monday integration to streamline your work

Learn how to automate Salesforce on the Zapier blog

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Make work flow with AI

Frequently Asked Questions about monday.com + Salesforce integrations

Connect monday.com to Salesforce on the world's largest no-code automation platform