1.Monitors item columns changes
Integrate monday.com and board change tracking tools to capture item ID and changed milestone and percent values.
Update deal qualification and percent from board updates
Automatically monitor milestone and percent column changes across monday.com and Salesforce. Create and update when milestone updated, percent changed, or status color alteredβso you can refresh qualification, update opportunity percent, and log failure notes without manual data entry.
How this automation updates your deal qualification
When specific columns changed, delays can leave qualification and percent fields out of date across teams. This automation captures board values, filters to qualifying records, and updates Salesforce opportunitiesβso your team can act on accurate deals.
monday.comor swap with your favorite app
2.Filters to qualifying records
Integrate Filter by Zapier and data validation rules to continue only when milestone exists and percent is present.
Filter by Zapieror swap with your favorite app
3.Gets milestone and percent values
Integrate monday.com and mapping fields to retrieve source milestone and source percent from configured columns.
4.Finds the matching opportunity
Integrate Salesforce and CRM opportunity search tools to match the custom Monday item ID field and find the first opportunity.
Salesforceor swap with your favorite app
5.Updates qualification and percent
Integrate Salesforce and CRM record updates to set opportunity qualification and percent fields or write a failure note back to monday.com.
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