How can I filter for specific types of opportunities?

DryMerge allows you to filter opportunities based on criteria like deal size, stage, or source. Just specify the filters you need, and DryMerge will handle the rest.

Can I customize the task details in Monday?

Yes, you can customize the task details in Monday. Simply describe the changes you need to make, and DryMerge will adjust the automation accordingly.

Are there any limitations with how Salesforce and Monday integrate?

DryMerge connects to both Salesforce and Monday using OAuth. Ensure you have the correct permissions to create tasks in Monday for this automation to work.

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

Sales teams use this automation to ensure that every new opportunity is promptly followed up and efficiently managed in Monday.

Monday.com + Salesforce

Create Monday Tasks for New Salesforce Opportunities

This automation helps sales teams stay organized by creating a task in Monday every time a new opportunity is identified in Salesforce. This ensures that every new lead is followed up on promptly and no potential customer falls through the cracks.

New Opportunity Created

Triggers when a new opportunity is created in Salesforce.

Create Monday Task

Creates a related task in Monday for the new opportunity.

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

or pick a common variation below

Create Monday Tasks for New Salesforce Cases

Monday.com + Salesforce

Create Monday Boards for New Salesforce Campaigns

Monday.com + Salesforce

Notify Teams in Monday About New Salesforce Opportunities

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 Monday tasks for new Salesforce opportunities"

Create Monday tasks for new 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.