monday.com + Salesforce
Create Salesforce records whenever column values change in monday.com boards
Keep your data management accurate and efficient with this Monday.com and Salesforce connection. When a value is modified in any column of your Monday.com board, this process immediately generates a corresponding record in Salesforce. This automation saves time, reduces errors, and ensures a consistent flow of information between your project management platform and customer relationship management tool.
Keep your data management accurate and efficient with this Monday.com and Salesforce connection. When a value is modified in any column of your Monday.com board, this process immediately generates a corresponding record in Salesforce. This automation saves time, reduces errors, and ensures a consistent flow of information between your project management platform and customer relationship management tool.
- When this happens...Any Column Value Changed in Board
Triggers when any column's value is changed in the selected board
- automatically do this!Create Record (UTC)
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). Date inputs will be treated as if they are in UTC
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