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monday.com + Salesforce

monday.com + Salesforce

monday.com + Salesforce integrations

Create items in monday.com board when new records are created in Salesforce

Set up this integration to keep your project data easily up to date. Once this zap is active, it will automatically create an items in you monday.com board as soon as a new record is generated in your Salesforce account.

  1. When this happens...
    New Record
    New Record
    New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
  2. automatically do this!
    Create Item
    Create Item
    Create ItemCreate a new Item in a board
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More things you can do with Salesforce and monday.com

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

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    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
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    • History Object
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    • Salesforce Object
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    • Record (Optional)
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    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
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    • Disclaimer
    • Salesforce Object
      Required
    Trigger
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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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