monday.com + Salesforce
Create new Salesforce records for each new item in your monday.com board
Effortlessly transfer new items on your monday.com board to Salesforce as records with this seamless workflow. As soon as a fresh entry is added to your monday.com board, the necessary details are immediately forwarded to Salesforce, ensuring up-to-date information and efficient data management. Enhance your workflow and keep your team informed without the need for manual data entry.
Effortlessly transfer new items on your monday.com board to Salesforce as records with this seamless workflow. As soon as a fresh entry is added to your monday.com board, the necessary details are immediately forwarded to Salesforce, ensuring up-to-date information and efficient data management. Enhance your workflow and keep your team informed without the need for manual data entry.
- When this happens...New Item in Board
Triggers when an item is created in a specific 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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