monday.com + Salesforce
Create Salesforce records from new monday.com board updates
This workflow enables a seamless link between monday.com and Salesforce for improved project and relationship management. Whenever a new update appears on your monday.com board, a corresponding record is created in Salesforce. This automation helps you save time on data entry and ensures you never miss an update, enabling you to stay up-to-date with your tasks, statuses, and projects in real-time.
This workflow enables a seamless link between monday.com and Salesforce for improved project and relationship management. Whenever a new update appears on your monday.com board, a corresponding record is created in Salesforce. This automation helps you save time on data entry and ensures you never miss an update, enabling you to stay up-to-date with your tasks, statuses, and projects in real-time.
- When this happens...New Update in Board
Triggers when a new update is posted on a board.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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