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monday.com + Salesforce

Create Salesforce leads from new monday.com board updates

Keep your sales team updated with the latest information from your monday.com boards by creating leads in Salesforce when there's a new update in your monday.com board. This seamless workflow ensures that your sales team always knows the status of potential clients and helps streamline communication between teams. Stay organized and efficient by integrating updates from monday.com boards directly into Salesforce lead management.

Keep your sales team updated with the latest information from your monday.com boards by creating leads in Salesforce when there's a new update in your monday.com board. This seamless workflow ensures that your sales team always knows the status of potential clients and helps streamline communication between teams. Stay organized and efficient by integrating updates from monday.com boards directly into Salesforce lead 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
    Create Lead

    Creates a new lead in Salesforce.

    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.

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About Salesforce

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