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monday.com
monday.com
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
monday.com
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Any Column Value Changed in Board" from monday.com.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects monday.com and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Path after /services/apexrest/
Required
HTTP method
Required
Query parameters
Extra headers
Request body
Timeout
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Salesforce Object
Required
Description
Attachment visibility
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Contact
Creates a new contact.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Title
Description
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note
Salesforce Object
Required
Note Visibility
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Flow
Required
Manual flow input parameters
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
To
Required
CC
BCC
Subject
Required
Email Format
Required
Sender Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Query Type
Required
Include Deleted Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Parent Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE clause
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use monday.com and Salesforce with AI agents and code
Beyond Zap workflows. Call monday.com and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose monday.com and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example act ˙˙ ions on this page
Archive Board
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use monday.com and Salesforce
Update project status in monday.com when a Salesforce case is closed
When a case is resolved and closed in Salesforce, Zapier automatically updates the status of the related project in monday.com. This eliminates manual updates, ensuring the project management dashboard stays accurate, boosting accountability and reducing missed updates.
When a new lead is created in Salesforce, Zapier automatically creates a corresponding task in monday.com. This ensures the marketing team can act on new leads quickly, improving response times and lead engagement.
Create a Salesforce opportunity when a task is added to monday.com
When a task is added to a specific monday.com board, Zapier creates a corresponding opportunity in Salesforce. This bridges project planning and sales efforts, ensuring no opportunities linked to projects are overlooked.
Learn how to automate monday.com on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your monday.com to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about monday.com + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with monday.com and Salesforce
Can monday.com be integrated with Salesforce for automatic data syncing?
Yes, integrating monday.com with Salesforce allows automatic data syncing between the two platforms. Through triggers and actions, you can set up specific workflows that automatically update information in one platform when changes are made in the other.
How do triggers work in the monday.com and Salesforce integration?
Triggers are events that start a workflow between monday.com and Salesforce. For example, when a new lead is added in Salesforce, it can trigger the creation of a new item on a board in monday.com. Triggers ensure your data is seamlessly transferred between the two platforms.
Can we create tasks automatically in monday.com from Salesforce opportunities?
Yes, you can set up an action that creates tasks in monday.com whenever an opportunity reaches a certain stage in Salesforce. This allows your team to start working on related activities without manually transferring data.
What kind of actions can be performed on Salesforce through this integration?
With this integration, you can perform actions such as creating contacts, updating records, or sending notifications within Salesforce based on updates from monday.com.
Is it possible to manage custom fields between both platforms?
Yes, custom fields can be managed and mapped between monday.com and Salesforce. This ensures that all necessary information is accurately represented as it's transferred between systems.
How are errors handled during data transfer between monday.com and Salesforce?
We handle errors by providing detailed error messages and logs for any failed operations during data transfer. This allows users to quickly identify issues and make necessary corrections.
Can I track changes made to records synchronized between both platforms?
Absolutely, you can track changes to synchronized records by setting triggers that notify you of updates or modifications made either on monday.com or in Salesforce. This helps maintain transparency and accountability within your team.
About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
