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monday.com + Salesforce

monday.com + Salesforce

monday.com + Salesforce integrations

Update monday.com columns when records field changes in Salesforce

Boost your project management efficiency with this Salesforce to monday.com workflow. When a record field is updated in Salesforce, it instantly updates the value of multiple columns on monday.com. This automation enhances your data consistency across platforms, reducing manual workload and making team coordination more efficient. Just set it up and let it simplify your task updates.

  1. When this happens...
    Updated Field on Record
    Updated Field on Record
    Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
  2. automatically do this!
    Update Item
    Update Item
    Update ItemChange multiple column values of an item
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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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