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monday.com + Salesforce

monday.com + Salesforce

monday.com + Salesforce integrations

Create items in monday.com for updated Salesforce records

Keep your monday.com board updated with Salesforce data effortlessly. This automation triggers when a specified field on a Salesforce record is updated, and instantly creates a new item in your monday.com app. Stay organized and ensure your team is always working with the most up-to-date information from Salesforce.

  1. When this happens...
    Updated Field on Record
    Updated Field on Record
    Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
  2. automatically do this!
    Create Item
    Create Item
    Create ItemCreate a new Item in a board
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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.
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