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Salesforce Essentials + monday.com + Email by Zapier Integrations

How to connect Salesforce Essentials + monday.com + Email by Zapier

Zapier lets you send info between Salesforce Essentials and monday.com and Email by Zapier automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

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Choose an Action
Choose an Action
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Do even more with Salesforce Essentials + monday.com + Email by Zapier

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Salesforce Essentials, monday.com, and Email by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • LeadRequired

    Action
    Write
    • Salesforce ObjectRequired

    Action
    Write

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How Salesforce Essentials + monday.com + Email by Zapier Integrations Work

  1. Step 1: Authenticate Salesforce Essentials, monday.com, and Email by Zapier.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
salesforce-essentials logo
salesforce-essentials logo

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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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.

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email logo
email logo

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

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