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monday.com + Salesforce

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.

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. short arrow
    long arrow
    When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite

Supported triggers and actions

What does this mean?
monday logo
monday logo
monday logo

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.

Related categories

  • Project Management

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