monday.com + Salesforce
Create items in monday.com for updated Salesforce records
Keep your monday.com board updated with Salesforce data effortlessly. This automation triggers when a specified field on a Salesforce record is updated, and instantly creates a new item in your monday.com app. Stay organized and ensure your team is always working with the most up-to-date information from Salesforce.
Keep your monday.com board updated with Salesforce data effortlessly. This automation triggers when a specified field on a Salesforce record is updated, and instantly creates a new item in your monday.com app. Stay organized and ensure your team is always working with the most up-to-date information from Salesforce.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Create Item
Create a new Item in a board
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