Monday.com + Salesforce
Create Salesforce Records from Monday Tasks
This automation ensures that tasks added to Monday are also tracked in Salesforce, maintaining data consistency across platforms. Ideal for organizations that use Monday for task management but rely on Salesforce for record-keeping and reporting.
New Monday Task
Triggers when a new task is created in your Monday board.
Create Salesforce Record
Automatically creates a corresponding record in Salesforce, keeping your data in sync.
See more Monday.com to Salesforce integrations or use AI to customize your automation.
or pick a common variation below
How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Create Salesforce records from Monday tasks"
Create Salesforce records from Monday tasks
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.
Salesforce
Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.
Related apps
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