- 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
Integration Monday.com + Salesforce CRM
Create integration of Monday.com and Salesforce CRM yourself, without programmers
Other available integrations
Automation capabilities of
Monday.com and Salesforce CRM
Transmit data at specified intervals from Monday.com to Salesforce CRM.
- Get NOTE (modified)
- Get NOTE (new)
- Get UPDATES (new)
- Get note UPDATES (new)
- 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?
How much does it cost to integrate Monday.com with Salesforce CRM?
How many integrations are available in Apix-Drive?
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
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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