Connect monday.com and Salesforce
Integrate monday.com with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Contact to Campaign in Salesforce when New User Joins in monday.com
Add Lead To Campaign in Salesforce when New User Joins in monday.com
Create Attachment in Salesforce when New User Joins in monday.com
Create Contact in Salesforce when New User Joins in monday.com
Create Note in Salesforce when New User Joins in monday.com
Popular monday.com + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
monday.com
When this happens...
New User Joins
Item Column Value Changes
Board Created Or Updated
New Item Created
Subitem Is Updated
New SubItem Created
New Item Added to Board
Item Moves to a Group
New Subitem Created
Choose an action
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Add Contact to Campaign in Salesforce when New User Joins in monday.com
Use this flowAdd Lead To Campaign in Salesforce when New User Joins in monday.com
Use this flowCreate Attachment in Salesforce when New User Joins in monday.com
Use this flowCreate Contact in Salesforce when New User Joins in monday.com
Use this flowCreate Note in Salesforce when New User Joins in monday.com
Use this flowUpdate Contact in Salesforce when New User Joins in monday.com
Use this flowCreate Lead in Salesforce when New User Joins in monday.com
Use this flowUpdate Lead in Salesforce when New User Joins in monday.com
Use this flowCreate Account in Salesforce when New User Joins in monday.com
Use this flowCreate Campaign in Salesforce when New User Joins in monday.com
Use this flowSupported Triggers & Actions
Everything you can automate between monday.com and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New User Joins
Runs when a new user joins
Item Column Value Changes
Runs when a column value on a board is updated.
Board Created Or Updated
Runs when a board is created or updated
New Item Created
Runs when a new item is created on a board.
Subitem Is Updated
Runs when a subitem is updated on a board.
New SubItem Created
Runs when a new subitem is created on a board.
Do thisActions
Action is the task that follows automatically within your monday.com integrations.
Create Board
Create a new board
Archive Board
Archives a board to remove it from active boards while preserving its data.
Get Item Column Values
Get column values for an item
Create Column
Add a new column to a board with the selected type and title.
Create Group
Create a new group on a specified monday.com board.
Delete Item
Deletes an item from a monday.com board.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Learn More About Automation
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How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
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About monday.com
monday.com is a work operating system that powers teams to run projects and workflows with confidence. It's a simple but intuitive tool that enables people to manage work, meet deadlines, and build a culture of transparency.
Learn moreSimilar apps
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your monday.com and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between monday.com and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where monday.com triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in monday.com. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between monday.com and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire monday.com and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
