Create Salesforce records for new monday.com board items
Stay on top of your projects by connecting monday.com with Salesforce. With this workflow, every time a new item is added to a board in monday.com, a corresponding record will be created in Salesforce. This automation saves time and ensures that nothing slips through the cracks, keeping your sales process running smoothly.
Stay on top of your projects by connecting monday.com with Salesforce. With this workflow, every time a new item is added to a board in monday.com, a corresponding record will be created in Salesforce. This automation saves time and ensures that nothing slips through the cracks, keeping your sales process running smoothly.
- When this happens...New Item in Board
Triggers when an item is created in a specific board.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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