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Salesforce + Monday.com Integration

Salesforce + Monday.com Integration

Integrately lets you integrate Salesforce and Monday.com instantly - without any learning curve.

Need help? We have live chat support .

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Popular Salesforce + Monday.com Workflows

Salesforce + Monday.com Integration

Create Monday.com item for new Salesforce contact

Salesforce and Monday.com are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Salesforce, do you also create a item in Monday.com? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Salesforce + Monday.com Integration

Create Monday.com item for new Salesforce task

Salesforce provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Salesforce. Monday.com is a great tool for this.

All you need to do is - integrate Monday.com with Salesforce to create item in Monday.com automatically when certain task occur in Salesforce. This can save you time by not having to manually create tasks in both systems.
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Salesforce + Monday.com Integration

Create Monday.com item for new Salesforce opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a item in Monday.com to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Salesforce? Well now there is!

With our integration between Salesforce and Monday.com, creating item in Monday.com is now easier than ever. Whenever a opportunity is created in Salesforce, you can automatically create a corresponding item in Monday.com to keep your team up-to-date.
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What Do You Want To Automate?
Salesforce + Monday.com Integration
When
  • Contact is created in Salesforce
    Contact is created in Salesforce
  • Account is created in Salesforce
    Account is created in Salesforce
  • Lead is created in Salesforce
    Lead is created in Salesforce
  • Opportunity is created in Salesforce
    Opportunity is created in Salesforce
  • Case is created in Salesforce
    Case is created in Salesforce
  • Task is created in Salesforce
    Task is created in Salesforce
  • Record is updated in Salesforce
    Record is updated in Salesforce
  • Record is created in Salesforce
    Record is created in Salesforce
  • Field is updated on record in Salesforce
    Field is updated on record in Salesforce
  • Outbound message is received in Salesforce
    Outbound message is received in Salesforce Instant
  • Quote is created in Salesforce
    Quote is created in Salesforce
  • Contact is updated in Salesforce
    Contact is updated in Salesforce
  • Account is updated in Salesforce
    Account is updated in Salesforce
  • Lead is updated in Salesforce
    Lead is updated in Salesforce
  • Opportunity is updated in Salesforce
    Opportunity is updated in Salesforce
  • Case is updated in Salesforce
    Case is updated in Salesforce
  • Task is updated in Salesforce
    Task is updated in Salesforce
  • Quote is updated in Salesforce
    Quote is updated in Salesforce
  • Item is created in Board in Monday.com
    Item is created in Board in Monday.com Instant
  • Specific column value Changed in Board in Monday.com
    Specific column value Changed in Board in Monday.com Instant
  • Update is created in Board in Monday.com
    Update is created in Board in Monday.com Instant
  • Column value is changed on board in Monday.com
    Column value is changed on board in Monday.com Instant
  • Board is created in Monday.com
    Board is created in Monday.com
  • Update is created in Monday.com
    Update is created in Monday.com
  • User joins in Monday.com
    User joins in Monday.com
Automatically
  • Create contact in Salesforce
    Create contact in Salesforce
  • Create account in Salesforce
    Create account in Salesforce
  • Create lead in Salesforce
    Create lead in Salesforce
  • Create opportunity in Salesforce
    Create opportunity in Salesforce
  • Create task in Salesforce
    Create task in Salesforce
  • Create case in Salesforce
    Create case in Salesforce
  • Create record in Salesforce
    Create record in Salesforce
  • Update contact in Salesforce
    Update contact in Salesforce
  • Update account in Salesforce
    Update account in Salesforce
  • Update lead in Salesforce
    Update lead in Salesforce
  • Update opportunity in Salesforce
    Update opportunity in Salesforce
  • Update case in Salesforce
    Update case in Salesforce
  • Update task in Salesforce
    Update task in Salesforce
  • Update record in Salesforce
    Update record in Salesforce
  • Search contact in Salesforce
    Search contact in Salesforce
  • Search account in Salesforce
    Search account in Salesforce
  • Search lead in Salesforce
    Search lead in Salesforce
  • Search opportunity in Salesforce
    Search opportunity in Salesforce
  • Search case in Salesforce
    Search case in Salesforce
  • Search task in Salesforce
    Search task in Salesforce
  • Search record in Salesforce
    Search record in Salesforce
  • Add lead to campaign in Salesforce
    Add lead to campaign in Salesforce
  • Add contact to campaign in Salesforce
    Add contact to campaign in Salesforce
  • Search Quote in Salesforce
    Search Quote in Salesforce
  • Search record using query in Salesforce
    Search record using query in Salesforce
  • Search Record by Id in Salesforce
    Search Record by Id in Salesforce
  • Create board in Monday.com
    Create board in Monday.com
  • Create update in Monday.com
    Create update in Monday.com
  • Create column in Monday.com
    Create column in Monday.com
  • Create group in Monday.com
    Create group in Monday.com
  • Archive board in Monday.com
    Archive board in Monday.com
  • Archive group in Monday.com
    Archive group in Monday.com
  • Archive item in Monday.com
    Archive item in Monday.com
  • Delete group in Monday.com
    Delete group in Monday.com
  • Delete item in Monday.com
    Delete item in Monday.com
  • Duplicate group in Monday.com
    Duplicate group in Monday.com
  • Update item name in Monday.com
    Update item name in Monday.com
  • Update item column value in Monday.com
    Update item column value in Monday.com
  • Update item date column value in Monday.com
    Update item date column value in Monday.com
  • Update item dropdown column value in Monday.com
    Update item dropdown column value in Monday.com
  • Update item email column value in Monday.com
    Update item email column value in Monday.com
  • Update item link column value in Monday.com
    Update item link column value in Monday.com
  • Update item long text column value in Monday.com
    Update item long text column value in Monday.com
  • Update item number column value in Monday.com
    Update item number column value in Monday.com
  • Update item people column value in Monday.com
    Update item people column value in Monday.com
  • Update item phone column value in Monday.com
    Update item phone column value in Monday.com
  • Update item status column value in Monday.com
    Update item status column value in Monday.com
  • Update item text column value in Monday.com
    Update item text column value in Monday.com
  • Search item in Monday.com
    Search item in Monday.com
  • Create item in Monday.com
    Create item in Monday.com
  • Update item in Monday.com
    Update item in Monday.com
  • Get item details by id in Monday.com
    Get item details by id in Monday.com

You can also customize or create your own automation and add conditions and
multiple actions
etc. And that is also really easy in Integrately.

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Integrately is a 1 click integration platform for non-techies. You can also build
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Ready Automations
For 900+ Apps

All you need to do is select automation and
activate it. That’s it.

Why Salesforce & Monday.com Users Integrately

Salesforce + Monday.com Integration
Ready Automations

Integrate Salesforce & Monday.com In 1 Click And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Salesforce & Monday.com with 900+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Anybody can integrate
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