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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
  • 17 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.

 

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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