1.Detect closed won opportunity update
Integrate Salesforce and CRM data lookups to find the moved-to-Closed Won Opportunity and prepare mapping variables.
Create project row and assign PM from closed deal
Automatically monitor opportunity updates in Salesforce across monday.com boards. Create and update delivery project rows when opportunities move to closed won, close date changes, or owners switchβso you can assign a PM, update project status, and link records without manual reporting.
How this automation accelerates delivery project setup
When an opportunity moves to closed won in Salesforce, missed handoffs can delay scheduling and visibility. This automation searches and updates monday.com project rows and writes project links back to Salesforceβso your team can start delivery planning fast.
Salesforceor swap with your favorite app
2.Search board for existing project row
Integrate monday.com and project board search to check for an existing row that matches the opportunity number or reference.
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3.Update matching project item
Integrate monday.com and workflow status tools to update the existing project status and map source fields into project fields.
4.Create new project item when missing
Integrate monday.com and record creation tools to create a new project row and populate fields plus delivery notes.
5.Write project link back to Salesforce
Integrate Salesforce and CRM fields to update the Opportunity reference field with the created or updated project item id.
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