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.

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.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Relationship

Creates a relationship between two Salesforce objects

Create Relationship (Smart)

Creates a Salesforce relationship using object identifiers like Name instead of raw IDs

Get Relationships

Gets all relationships for a Salesforce object given a starting object

Create Case

Creates a new case in Salesforce

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.