Integrate Salesforce with monday.com to Manage Leads and Opportunities
Monitor your Salesforce activity, automatically create tasks in Monday, and auto-resolve tasks once the issue is fixed. Proactively manage your Salesforce leads, opportunities, tasks and more.
Get Started with Pre-built Salesforce <> monday.com Workflows
Alter monday's columns to capture updates to objects/fields in Salesforce.
Update columns in monday to reflect deals stuck in Salesforce.
Modify monday's columns to reflect new deal assignments in Salesforce.
Adjust monday's columns for new customers in Salesforce.
Update columns in monday for reflecting new approvals in Salesforce.
Adjust monday's columns to reflect upcoming renewals in Salesforce.
Change monday's columns to indicate new objects created in Salesforce.
Modify monday's columns to reflect new activities in Salesforce.
Record monday updates to reflect updates to objects/fields in Salesforce.
For deals stuck in Salesforce, record updates in monday.
For new Salesforce deal assignments, record updates in monday.
Record monday updates to reflect new customers in Salesforce.
Record monday updates to reflect new approvals in Salesforce.
Record monday updates to reflect upcoming renewals in Salesforce.
Record monday updates to reflect new objects created in Salesforce.
Record monday updates to reflect new activities in Salesforce.
Generate monday items for updates to objects/fields in Salesforce.
For deals stuck in Salesforce, generate items in monday.
For new Salesforce deal assignments, create items in monday.
Generate monday items for new customers in Salesforce.
Create monday items to reflect new approvals in Salesforce.
Generate monday items for upcoming renewals in Salesforce.
Generate monday items for new objects created in Salesforce.
Generate monday items for new activities in Salesforce.
Setup Salesforce <> monday.com workflows via Automation and Alert Templates
Create monday.com task and ensure actions based on Salesforce leads, opportunities, tasks
30+ templates for popular Salesforce <> monday.com use cases
No code templates to create monday.com task based on Salesforce activity
Get started without engineering dependency
SQL Query for complex use cases
Customize any business logic however you wish
Create monday.com tasks and collaborate on it through Locale
Auto-escalate and resolve issues proactively from any tool
Solve high-priority issues quickly and easily
Add custom status of tasks on Locale
Mark tasks as 'pending', 'reviewed', 'in progress' etc
Supercharge your workflows with custom actions and multiplayer assignment
Create action buttons for human input and approval
Use custom buttons like “approve”, “resolve”, "review" etc
Playbooks and multiplayer task assignment
Track actions by different team members
Basic automations not good enough? Check out our advanced features
Help your team manage high-priority items with our advanced features.
Convert Notifications to Tasks
Ensure that necessary action is taken
Optional SQL Editor
For cases that involve complex business logic
Action Buttons
Help your team take manual actions
Multi-Step Playbooks
Custom status to track progress on each action
3 Levels of Escalation
Ensure tasks are prioritized and done on time
Insights on Team Performance
Measure how your team is performing