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monday.com + Salesforce

monday.com + Salesforce

monday.com + Salesforce integrations

Create Salesforce records for new monday.com board items

Stay on top of your projects by connecting monday.com with Salesforce. With this workflow, every time a new item is added to a board in monday.com, a corresponding record will be created in Salesforce. This automation saves time and ensures that nothing slips through the cracks, keeping your sales process running smoothly.

  1. When this happens...
    New Item in Board
    New Item in Board
    New Item in BoardTriggers when an item is created in a specific board.
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreates a new record of a specified Salesforce object.
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More things you can do with monday.com and Salesforce

Discover other triggers and actions you can use with monday.com and Salesforce

    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Group Names to trigger on
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
    • Item_created_in_board_copy
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column IDs
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
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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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About Salesforce
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