monday.com + Salesforce
Create Salesforce records when specific column values change in monday.com boards
Keep track of specific changes in your Monday.com boards and instantly create new records in Salesforce. This workflow helps you stay up to speed with new tasks, information, or updates as they happen on your Monday.com boards by creating corresponding records in Salesforce for easy access and better organization. No longer worry about missed updates or manual data transfers.
Keep track of specific changes in your Monday.com boards and instantly create new records in Salesforce. This workflow helps you stay up to speed with new tasks, information, or updates as they happen on your Monday.com boards by creating corresponding records in Salesforce for easy access and better organization. No longer worry about missed updates or manual data transfers.
- When this happens...Specific Column Value Changed in Board
Triggers when a specific column's value changes in the selected board
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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