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monday.com + Salesforce

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.

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...
    monday.commonday.com
    New Item in Board

    Triggers when an item is created in a specific board.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Add Lead to Campaign

    Adds an existing lead to an existing campaign.

    ActionWrite
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Supported triggers and actions

    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDRequired

    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.

Related categories

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.