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monday.com + Salesforce

monday.com + Salesforce

monday.com + Salesforce integrations

Update monday.com items when Salesforce records are updated

Keep your monday.com projects in sync with your Salesforce record updates with ease. Whenever you update a record in Salesforce, the workflow creates a corresponding item in your monday.com app. It's a seamless way to ensure your project information stays current, saving you time from manual data entry. Both the productivity and accuracy of your work will see a significant improvement.

  1. When this happens...
    Updated Record
    Updated Record
    Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
  2. automatically do this!
    Create Item
    Create Item
    Create ItemCreate a new Item in a board
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More things you can do with Salesforce and monday.com

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

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    New Case Attachment

    Triggers when a new Attachment is added to a case.

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    • Record (Optional)
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    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

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