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  • How do I transfer the Salesforce Opportunity ID to the Monday board using Zapier?
Question

How do I transfer the Salesforce Opportunity ID to the Monday board using Zapier?

  • 20 April 2024
  • 1 reply
  • 19 views
V

Hello all,

I am creating a new Monday board item from a Salesforce Opportunity record.  That is, Salesforce Opportunity → Monday board.  I’ve had no trouble with several Salesforce Opportunity record fields, mapping them to the required Monday board item columns/fields.  

However, one in particular seems elusive: I would like to transfer the OpportunityID of the Salesforce Opportunity to Monday as well.  I simply cannot seem to find a way to do this.  Is this particular Salesforce  OpportunityID field simply not visible in Zapier for the purpose of sending values to Monday?

Thank you for any guidance,

Vikram D’Mello.

 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Userlevel 7
Badge +14

Hi @vikramdmello 

Try mapping the ID returned from the Salesforce Zap trigger step.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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