Can I filter tasks by criteria before creating leads?

Yes, you can filter tasks based on criteria like priority, labels, or assigned team members. Specify your filtering conditions, and DryMerge will configure the automation.

Can I choose what details to include for new leads?

Absolutely. You can specify what information from the Monday task should be included in the Salesforce lead. Describe your needs, and DryMerge will set it up.

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

Sales teams use this automation to ensure that every task assignment with potential opportunity is converted into a lead in Salesforce, enhancing follow-up and lead tracking processes.

Monday.com + Salesforce

Create Salesforce Leads from Monday Task Assignments

Convert task assignments in Monday into leads in Salesforce to ensure potential opportunities are tracked. This automation helps sales teams capture and follow up on every lead generated through task assignments.

Task Assigned in Monday

Triggers when a task is assigned in Monday.

Create Salesforce Lead

Creates a new lead in Salesforce.

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

or pick a common variation below

Create Salesforce Records from Monday Tasks

Monday.com + Salesforce

Create Salesforce Events from Monday Deadlines

Monday.com + Salesforce

Update Salesforce Custom Objects from Monday Updates

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 Salesforce leads from Monday task assignments"

Create Salesforce leads from Monday task assignments

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.