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monday.com + Salesforce

monday.com + Salesforce

monday.com + Salesforce integrations

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.

  1. When this happens...
    New Item in Board
    New Item in Board
    New Item in BoardTriggers when an item is created in a specific board.
  2. automatically do this!
    Create Record (UTC)
    Create Record (UTC)
    Create Record (UTC)Creates a new record of a specified Salesforce object. Dates use the UTC format.
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More things you can do with monday.com and Salesforce

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

    • Board ID
      Required
    Trigger
    Instant
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    • Board ID
      Required
    • Group Names to trigger on
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
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    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
    • Item_created_in_board_copy
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column IDs
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
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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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About Salesforce
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