monday.com + Salesforce
Update monday.com items when Salesforce records are updated
Keep your monday.com projects in sync with your Salesforce record updates with ease. Whenever you update a record in Salesforce, the workflow creates a corresponding item in your monday.com app. It's a seamless way to ensure your project information stays current, saving you time from manual data entry. Both the productivity and accuracy of your work will see a significant improvement.
Keep your monday.com projects in sync with your Salesforce record updates with ease. Whenever you update a record in Salesforce, the workflow creates a corresponding item in your monday.com app. It's a seamless way to ensure your project information stays current, saving you time from manual data entry. Both the productivity and accuracy of your work will see a significant improvement.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Create Item
Create a new Item in a board
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