monday.com + Salesforce

Update multiple columns in monday.com when records are updated in Salesforce

Ensure continuous alignment between your Salesforce updates and monday.com with this efficient workflow. Upon each modification in Salesforce, relevant column values in your monday.com boards are promptly revised. This process effectively consolidates your data across both platforms, eliminating the need for constant manual checks. Experience increased efficiency in sales and project management tasks with no extra effort required.

Ensure continuous alignment between your Salesforce updates and monday.com with this efficient workflow. Upon each modification in Salesforce, relevant column values in your monday.com boards are promptly revised. This process effectively consolidates your data across both platforms, eliminating the need for constant manual checks. Experience increased efficiency in sales and project management tasks with no extra effort required.

  1. When this happens...
    SalesforceSalesforce
    Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    TriggerScheduled
  2. automatically do this!
    monday.commonday.com
    Update Item

    Change multiple column values of an item

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

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About Salesforce

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