- First, you need to register in ApiX-Drive
- Choose what data to transfer from Monday.com to Salesforce CRM
- Turn on auto-update
- Now the data will be automatically transferred from Monday.com to Salesforce CRM
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Integration Monday.com + Salesforce CRM
Connect Monday.com and Salesforce CRM via web interface in 5 minutes, without programmers and special knowledge.
Create integration of Monday.com and Salesforce CRM yourself, without programmers
Other available integrations
Monday.com (236 available connectors)
Salesforce CRM (236 available connectors)
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Automation capabilities of
Monday.com and Salesforce CRM
Configure the rules once, according to which the systems will work.
Transmit data at specified intervals from Monday.com to Salesforce CRM.
Transmit data at specified intervals from Monday.com to Salesforce CRM.
Data source: Monday.com, available actions:
- Get NOTE (modified)
- Get NOTE (new)
- Get UPDATES (new)
- Get note UPDATES (new)
Data receiver: Salesforce CRM, available actions:
- Create ACCOUNT
- Create POSSIBILITY
- Create TASK
- Create ORDER
- Create COMPANY
- Create CONTACT
- Create LEAD
F.A.Q. on integration of Monday.com and Salesforce CRM
How is integration of Monday.com and Salesforce CRM carried out?
How long does the integration take?
Depending on the system you want to integrate, the setup time may vary from 5 to 30 minutes. On average, it takes 10-15 minutes.
How much does it cost to integrate Monday.com with Salesforce CRM?
You don't need to pay for the integration, as all the functionality is available at all plans. You pay only for the amount of data transferred from one of your systems to another through our service. If you have a small amount of data per month, you can use a free plan and switch to a paid one, if necessary. More information about plans .
How many integrations are available in Apix-Drive?
At the moment, we have 257+ integrations beside Monday.com and Salesforce CRM
Information about Monday.com
CRM-system Monday.com (Work OS) includes more than 200 ready-made templates for various tasks, projects and specializations, as well as visual supertables (more than 30 types of columns). There are a number of tools for managing marketing and creative, sales, deals, orders, and other customer relationships. The system allows you to manage projects, HR management (recruitment and adaptation of personnel), operational activities, display data through Gantt charts, forms, tables, calendars, timeline, kanban boards, etc. There are options for automating routine tasks, more than 40 integrations, online support, cloud file storage and other features. More
Information about Salesforce CRM
The Salesforce CRM CRM platform offers users a range of solutions for customer relationship management, team customization, as well as marketing automation, analytics, customer service, and self-service application development. The company, which was founded in the United States in 1999, estimates that more than 150,000 companies worldwide are using its capabilities, including retailers, the financial sector, transportation companies, government and charitable organizations, and more. More
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