monday.com + Salesforce
Create updates in monday.com for new Salesforce records
Effortlessly keep your monday.com boards updated with new Salesforce records using this automation. When a new record is created in Salesforce, the corresponding item will be created or updated in monday.com, ensuring your team stays informed with the latest information. This process efficiently eliminates manual updating and data discrepancies, streamlining your sales and project management tasks.
Effortlessly keep your monday.com boards updated with new Salesforce records using this automation. When a new record is created in Salesforce, the corresponding item will be created or updated in monday.com, ensuring your team stays informed with the latest information. This process efficiently eliminates manual updating and data discrepancies, streamlining your sales and project management tasks.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Update
Create a new update.
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