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Connect Salesforce to monday.com

Automate workflows and sync data between Salesforce and monday.com with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Salesforce & monday.com?

Intelligent Automation Workflows

Leverage 2 available triggers from Salesforce to execute 8 targeted actions in monday.com automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Salesforce and monday.com perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Salesforce and monday.com for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Salesforce logo

Salesforce

Triggers (2)

New Record

Triggers when there is new record

polling
New or Updated Record

Triggers when there is new or updated record

polling

Actions (5)

Run Query (Advanced)

Run a salesforce query

Auth Required
Create Object (Advanced)

Create new object

Auth Required
Update Object (Advanced)

Update object by Id

Auth Required
Batch Upsert (Advanced)

Batch upsert a record by external id

Auth Required
Bulk Upsert (Advanced)

Bulk upsert a record by external id

Auth Required
monday.com logo

monday.com

Triggers (2)

New Item in Board

Triggers when a new item is created in board.

webhook
Specific Column Value Updated in Board

Triggers when a specific column value is updated in board.

webhook

Actions (8)

Create Item

Creates a new item inside a board.

Auth Required
Create Group

Creates a new group in board.

Auth Required
Create Column

Creates a new column in board.

Auth Required
Create Update

Creates a new update.

Auth Required
Get Board Values

Gets a list of board's items.

Auth Required
Update Item Name

Updates an item name.

Auth Required
Get an Item's Column Values

Gets column values of an item.

Auth Required
Update Column Values of Specific Item

Updates multiple columns values of specific item.

Auth Required

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Salesforce trigger → Create/Update in monday.com

Most Popular
SalesforceSalesforce

New Record

monday.commonday.com

Create Item

When monday.com trigger → Update Salesforce

Bi-directional
monday.commonday.com

New Item in Board

SalesforceSalesforce

Run Query (Advanced)

How It Works

1

Connect Apps

Authenticate your Salesforce and monday.com accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Salesforce and monday.com with 4 available triggers for instant updates.

Automated Actions

Execute 13 different actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Salesforce and monday.com in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Salesforce and monday.com with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

monday.com logoSalesforce logo

Reverse Integration Available

Also connect monday.com to Salesforce for bidirectional automation

View Integration
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All Salesforce Integrations

Explore all available Salesforce connections

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All monday.com Integrations

Explore all available monday.com connections

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Ready to Connect Salesforce & monday.com?

Join thousands of users automating their workflows with Mazaal AI