monday.com + Salesforce
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.
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.
- When this happens...Updated Field on Record
Triggers 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.).
- automatically do this!Change Multiple Columns Value
Change multiple column values of an item
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