1.Detect person column updates
Integrate monday.com to watch for person column updates from your client board.
Update account record when person changes on board
Automatically monitor person column updates across monday.com boards and Salesforce records. Route changes when person column updates, owner changes, or lookup clearsβso you can match contacts, find accounts, and update the accounting manager lookup without manual CRM updates.
How this automation updates account ownership
When the person column changes on a client board, ownership lookups can drift and teams waste time fixing CRM records. This automation filters valid updates, finds the matching contact and account, and updates the accounting manager lookupβso your records stay current.
monday.comor swap with your favorite app
2.Continue only when person is populated
Integrate Filter by Zapier to gate the flow when the person value is present.
Filter by Zapieror swap with your favorite app
3.Find matching contact ID
Integrate Salesforce and CRM search tools to find a contact by mapped person fields.
Salesforceor swap with your favorite app
4.Find matching account ID
Integrate Salesforce and CRM search tools to find the target account using the board item name.
5.Update accounting manager lookup
Integrate Salesforce and CRM record updates to set the accounting manager lookup to the contact ID.
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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