monday.com + Salesforce
Update Salesforce records with new items from your monday.com board
Elevate your project management to the next level. This workflow activates when there's a new item in your monday.com board, instantly updating a record in Salesforce accordingly. It saves time, improves data consistency and helps to keep your sales team updated about project progression in real-time. Perfect for businesses keen on streamlining their processes for more efficiency.
Elevate your project management to the next level. This workflow activates when there's a new item in your monday.com board, instantly updating a record in Salesforce accordingly. It saves time, improves data consistency and helps to keep your sales team updated about project progression in real-time. Perfect for businesses keen on streamlining their processes for more efficiency.
- When this happens...New Item in Board
Triggers when an item is created in a specific board.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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