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monday.com + Salesforce

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

Effortlessly keep your sales records updated with this automation between monday.com and Salesforce. When a specific column value changes in your monday.com board, this workflow will instantly update the corresponding record in Salesforce. Simplify your sales processes and ensure accurate record-keeping without any manual effort.

Effortlessly keep your sales records updated with this automation between monday.com and Salesforce. When a specific column value changes in your monday.com board, this workflow will instantly update the corresponding record in Salesforce. Simplify your sales processes and ensure accurate record-keeping without any manual effort.

  1. When this happens...
    monday.commonday.com
    Specific Column Value Changed in Board

    Triggers when a specific column's value changes in the selected board

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Scheduled
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Action
    Write
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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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