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monday.com + Salesforce

monday.com + Salesforce

monday.com + Salesforce integrations

Update Salesforce records with new monday.com board updates

Keep your monday.com and Salesforce records updated seamlessly with this workflow. When there's a new update in your monday.com board, it will update the corresponding record in Salesforce. Stay organized and save time by integrating these two powerful tools for effortless project and customer management.

  1. When this happens...
    New Update in Board
    New Update in Board
    New Update in BoardTriggers when a new update is posted on a board.
  2. automatically do this!
    Update Record
    Update Record
    Update RecordUpdates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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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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