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monday.com + Salesforce

monday.com + Salesforce

monday.com + Salesforce integrations

Create Salesforce leads from new items in monday.com boards

When a new item is added to a board in monday.com, easily enhance your marketing efforts by having this workflow instantly include the lead in a Salesforce campaign. By connecting your monday.com and Salesforce accounts, you'll save valuable time and effort, ensuring your campaigns are up-to-date and reaching the right audiences seamlessly.

  1. When this happens...
    New Item in Board
    New Item in Board
    New Item in BoardTriggers when an item is created in a specific board.
  2. automatically do this!
    Add Lead to Campaign
    Add Lead to Campaign
    Add Lead to CampaignAdds an existing lead to an existing campaign.
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More things you can do with monday.com and Salesforce

Discover other triggers and actions you can use with monday.com and Salesforce

    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Group Names to trigger on
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
    • Item_created_in_board_copy
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column IDs
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
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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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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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