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monday.com + Salesforce

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

Effortlessly keep your monday.com boards up to date with new Salesforce records by using this efficient workflow. When a new record is created in Salesforce, it will instantly update multiple column values in your monday.com app. This integration ensures that your team stays informed and organized, allowing them to focus on more important tasks without worrying about manual data entry.

Effortlessly keep your monday.com boards up to date with new Salesforce records by using this efficient workflow. When a new record is created in Salesforce, it will instantly update multiple column values in your monday.com app. This integration ensures that your team stays informed and organized, allowing them to focus on more important tasks without worrying about manual data entry.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    monday.commonday.com
    Change Multiple Columns Value

    Change multiple column values of an item

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    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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