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monday.com + Salesforce

Update Salesforce records with new monday.com board updates

Keep your monday.com and Salesforce records updated seamlessly with this workflow. When there's a new update in your monday.com board, it will update the corresponding record in Salesforce. Stay organized and save time by integrating these two powerful tools for effortless project and customer management.

Keep your monday.com and Salesforce records updated seamlessly with this workflow. When there's a new update in your monday.com board, it will update the corresponding record in Salesforce. Stay organized and save time by integrating these two powerful tools for effortless project and customer management.

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

    Triggers when a new update is posted on a 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.
Learn moreHelp

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  • Project Management

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