monday.com Salesforce Integration - Quick Connect

Connect monday.com and Salesforce to unlock the power of automation

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Quickly connect monday.com to Salesforce with a Zapier template.

Our most popular template

Create items in monday.com board when new records are created in Salesforce
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Update records in Salesforce when column values are changed in monday.com boards
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monday.com + Salesforce
Create items in monday.com for updated Salesforce records
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Update monday.com items when Salesforce records are updated
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Salesforce + monday.com
Create updates in monday.com for new Salesforce records
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Salesforce + monday.com
Create Salesforce records for new monday.com board items
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monday.com + Salesforce

Create items in monday.com board when new records are created in Salesforce

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Salesforce + monday.com

Update records in Salesforce when column values are changed in monday.com boards

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monday.com + Salesforce

Create items in monday.com for updated Salesforce records

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Salesforce + monday.com

Update monday.com items when Salesforce records are updated

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Salesforce + monday.com

Create updates in monday.com for new Salesforce records

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Salesforce + monday.com

Create Salesforce records for new monday.com board items

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monday.com + Salesforce

Update Salesforce records when specific column values change in monday.com boards
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monday.com + Salesforce
Update Salesforce records with new monday.com board updates
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monday.com + Salesforce

How Zapier works

Zapier makes it easy to integrate monday.com with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from monday.com

A trigger is an event that starts your Zap and runs the workflow. For example, with monday.com, a trigger could be "Any Column Value Changed in Board."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected monday.com to Salesforce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your monday.com to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about monday.com + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with monday.com and Salesforce

Can monday.com be integrated with Salesforce for automatic data syncing?

Yes, integrating monday.com with Salesforce allows automatic data syncing between the two platforms. Through triggers and actions, you can set up specific workflows that automatically update information in one platform when changes are made in the other.

How do triggers work in the monday.com and Salesforce integration?

Triggers are events that start a workflow between monday.com and Salesforce. For example, when a new lead is added in Salesforce, it can trigger the creation of a new item on a board in monday.com. Triggers ensure your data is seamlessly transferred between the two platforms.

Can we create tasks automatically in monday.com from Salesforce opportunities?

Yes, you can set up an action that creates tasks in monday.com whenever an opportunity reaches a certain stage in Salesforce. This allows your team to start working on related activities without manually transferring data.

What kind of actions can be performed on Salesforce through this integration?

With this integration, you can perform actions such as creating contacts, updating records, or sending notifications within Salesforce based on updates from monday.com.

Is it possible to manage custom fields between both platforms?

Yes, custom fields can be managed and mapped between monday.com and Salesforce. This ensures that all necessary information is accurately represented as it's transferred between systems.

How are errors handled during data transfer between monday.com and Salesforce?

We handle errors by providing detailed error messages and logs for any failed operations during data transfer. This allows users to quickly identify issues and make necessary corrections.

Can I track changes made to records synchronized between both platforms?

Absolutely, you can track changes to synchronized records by setting triggers that notify you of updates or modifications made either on monday.com or in Salesforce. This helps maintain transparency and accountability within your team.

Connect monday.com and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Board ID
  Required
Trigger
Instant
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New Board
Triggers when a new board is created.
Trigger
Scheduled
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- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Action
Write

- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write

- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
  Required
Action
Write
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column ID
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Column Title
  Required
- Description
- Salesforce Object
  Required
Action
Write
- Column Title
  Required
- Body
  Required
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Scheduled
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- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column ID
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board ID
  Required
- Column ID
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History Object
  Required
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
  Required
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write