Can I filter which activities are included in the summaries?

Yes, you can filter activities based on criteria such as date range, opportunity stages, or sales representatives. Provide your filters, and DryMerge will apply them to the summaries.

Can I customize the summary format in Monday?

Absolutely. You can define the layout and content of the weekly sales summaries. Describe your formatting preferences, and DryMerge will configure the summaries accordingly.

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

Sales teams and managers use this automation to stay updated on weekly sales performance, enabling data-driven strategies and informed decision-making.

Monday.com + Salesforce

Post Weekly Sales Summaries from Salesforce to Monday

Keep your team informed with weekly summaries of sales activities posted directly to Monday. This automation provides sales teams with a clear overview of performance metrics and achievements.

Weekly Sales Summary

Triggers every week to gather sales activities data.

Post Sales Summary

Posts a summary of weekly sales activities to Monday.

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

or pick a common variation below

Update Monday Projects from Salesforce Records

Monday.com + Salesforce

Create New Monday Projects from Salesforce Campaigns

Monday.com + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Post weekly Sales summaries from Salesforce to Monday"

Post weekly Sales summaries from Salesforce to Monday

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.