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monday.com + Salesforce

monday.com + Salesforce

monday.com + Salesforce integrations

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.

  1. When this happens...
    New Update in Board
    New Update in Board
    New Update in BoardTriggers when a new update is posted on a board.
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreates a new record of a specified Salesforce object.
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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
    Try It
    • Board ID
      Required
    • Group Names to trigger on
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • 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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