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monday.com + Salesforce

monday.com + Salesforce

monday.com + Salesforce integrations

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.

  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!
    Update Record
    Update Record
    Update RecordUpdates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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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
    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
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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