Connect Salesforce to monday.com
We build integrations that move work between Salesforce and monday.com: Salesforce events create or update items on your boards, and changes on a board run actions in Salesforce.
What Salesforce can start
Events in Salesforce that can create or update items on your boards.
| Trigger |
|---|
| Account created |
| Account updated |
| Attachment created |
| Attachment updated |
| Case created |
| Case updated |
| Contact created |
| Contact updated |
| Custom object created |
| Custom object updated |
| Lead created |
| Lead updated |
| Opportunity created |
| Opportunity updated |
| Task created |
| Task updated |
| User created |
| User updated |
What monday.com can do in Salesforce
Actions a change on a board can run in Salesforce.
| Action |
|---|
| Lead |
| Add lead to campaign |
| Lead: Add note |
| Create lead |
| Create or update lead |
| Delete lead |
| Get lead |
| Get many leads |
| Lead: Get summary |
| Update lead |
| Contact |
| Add contact to campaign |
| Contact: Add note |
| Create contact |
| Create or update contact |
| Delete contact |
| Get contact |
| Get many contacts |
| Contact: Get summary |
| Update contact |
| Custom object |
| Create custom object |
| Create or update custom object |
| Delete custom object |
| Get custom object |
| Get many custom objects |
| Update custom object |
| Document |
| Upload document |
| Opportunity |
| Opportunity: Add note |
| Create opportunity |
| Create or update opportunity |
| Delete opportunity |
| Get opportunity |
| Get many opportunities |
| Opportunity: Get summary |
| Update opportunity |
| Account |
| Account: Add note |
| Create account |
| Create or update account |
| Delete account |
| Get account |
| Get many accounts |
| Account: Get summary |
| Update account |
| Search |
| Query search |
| Case |
| Case: Add comment |
| Create case |
| Delete case |
| Get case |
| Get many cases |
| Case: Get summary |
| Update case |
| Task |
| Create task |
| Delete task |
| Get task |
| Get many tasks |
| Task: Get summary |
| Update task |
| Attachment |
| Create attachment |
| Delete attachment |
| Get attachment |
| Get many attachments |
| Attachment: Get summary |
| Update attachment |
| User |
| Get user |
| Get many users |
| Flow |
| Get many flows |
| Invoke flow |
Recipes
When Salesforce reports "Account created", create an item on the monday.com board you choose.
When an item's status changes in monday.com, run "Create lead" in Salesforce.
Keep Salesforce as it is. We connect it to monday.com.
We build the integration around what you already have. Salesforce keeps doing the job it does for you today, and monday.com gets the data it needs to plan and track the work around it.
Before we build, we agree which system owns each record. The integration then carries data between Salesforce and monday.com, so nobody copies it by hand.
Nothing your team relies on has to be replaced.
We highly recommend Worktables. They took the time to listen to all of our challenges and created an integrated system to manage all aspects of our operations.
What stays the same
Salesforce stays as it is
The integration connects to Salesforce the way you use it today. It moves the data, and nothing you rely on has to change.
Each record lives once
We agree which system owns each record before we build, so there is one right copy, not two.
Data arrives on its own
When data needs to reach the other side, the integration carries it. No exports, no re-keying.
How we connect Salesforce to monday.com
-
Scope
We agree which system owns each record, which events should move it, and which board it lands on.
-
Build the workflow
We build the workflow that carries data between Salesforce and monday.com and logs every run.
-
Connect the board
We map each field to your columns, groups and statuses, and test on a copy of the board before it goes live.
-
Support
We watch it after launch, fix what breaks, and change it when your process changes.
Questions about connecting Salesforce
Do we have to replace anything?
No. Salesforce stays as it is, and so does monday.com. The integration carries data between them; it does not replace either one.
What if monday.com already offers an integration with Salesforce?
Then we start from what it covers. Where it does the job, we build on it; where your process needs more, we build around it.
Can we test it before it goes live?
Yes. We test on a copy of your board before the integration touches the live one.
Who looks after it once it is running?
We do. We watch it after launch, fix what breaks, and change it when your process changes. Every run is logged, so there is a record of what moved and when.
Related in CRM & Sales
See more in CRM & SalesTell us what Salesforce and monday.com should do together
Book a free call and walk us through your process. We'll tell you what the integration should do and how we'd build it.