Can I filter opportunities by their relationship type?

Yes, you can filter opportunities based on relationship types, such as parent-child or related records. Specify your filtering criteria, and DryMerge will set up the necessary filters.

Can I customize the linked task details in Monday?

Absolutely. You can specify the task details, such as deadlines, priorities, and assignees. Describe your preferences, and DryMerge will configure the linked tasks accordingly.

Which people use this automation? What do they use it for?

Sales and project management teams use this automation to manage related opportunities and tasks across Salesforce and Monday, promoting coordination and efficiency.

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Monday.com + Salesforce

Create Linked Tasks in Monday for Related Salesforce Opportunities

Streamline your sales workflows by creating linked tasks in Monday for related opportunities in Salesforce. This ensures that all necessary actions are tracked and managed efficiently across both platforms.

New Related Opportunity

Triggers when a related opportunity is created in Salesforce.

Create Linked Tasks

Creates linked tasks in Monday for the new Salesforce opportunity.

See more Monday.com to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Notify Teams in Monday About New Salesforce Opportunities

Monday.com + Salesforce

Create Monday Tasks for New Salesforce Opportunities

Monday.com + Salesforce

Create Follow-Up Tasks in Monday for New Salesforce Cases

Monday.com + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create linked tasks in Monday for related Salesforce opportunities"

Create linked tasks in Monday for related Salesforce opportunities

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Monday.com + Salesforce.

New Board

Triggers when a new board is created in Monday.com

New Item

Triggers when a new item is created in Monday.com

New Update

Triggers when a new update is posted in Monday.com

New Column

Triggers when a new column is added to a board in Monday.com

New Group

Triggers when a new group is added to a board in Monday.com

Item Updated

Triggers when an item is updated in Monday.com

Column Value Changed

Triggers when a column value is changed in Monday.com

New Notification

Triggers when a new notification is received in Monday.com

New File Added

Triggers when a new file is added to an item in Monday.com

Create Board

Creates a new board in Monday.com

Create Item

Creates a new item in Monday.com

Create Update

Creates a new update in Monday.com

App details

Monday.com

Monday.com is a cloud-based work operating system for planning, organizing, and tracking work. Create boards, automate workflows, and collaborate with team members on projects.