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Best answer

Salesforce to Monday.com integration

  • March 23, 2020
  • 1 reply
  • 151 views
S

Hi Everybody,

I’m Surya from India. I have an requirement like - When the salesforce opportunity created or updated, it should create an record in monday.com under respective boards. Once the record is created in monday.com, when any fields is updated it should reflect in respective salesforce opportunity record. 

I’m new to this zapier, If anybody come across this scenario please let me know,

or email me : [Removed by moderator]

Best answer by Liz_Roberts

Hi @Surya V ,

Thanks for reaching out- happy to help! 

If I’m understanding your workflow correctly, it seems you are looking for three separate Triggers: 

  • Salesforce New Record
  • Salesforce Updated Record
  • Monday New Pulse on board

To set this up you would use the above triggers and pair them with the correct Action:

https://zappy.zapier.com/a568fa0e8584f54809132d2fa42fd1b9.png

https://zappy.zapier.com/55233a8a153ba3f7d1792d8f3da0e0c8.png

https://zappy.zapier.com/2381749acff6375a18948aa467e21326.png

 

We have to be very careful with the above as we don’t want to create a Zap loop. This article will help you avoid that! Also, check out this article on Salesforce/Monday integrations for more configuration ideas and guides.

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1 reply

Liz_Roberts
Forum|alt.badge.img+8
  • Liz_RobertsZapier Staff
  • Zapier Staff
  • 1366 replies
  • Answer
  • March 25, 2020

Hi @Surya V ,

Thanks for reaching out- happy to help! 

If I’m understanding your workflow correctly, it seems you are looking for three separate Triggers: 

  • Salesforce New Record
  • Salesforce Updated Record
  • Monday New Pulse on board

To set this up you would use the above triggers and pair them with the correct Action:

https://zappy.zapier.com/a568fa0e8584f54809132d2fa42fd1b9.png

https://zappy.zapier.com/55233a8a153ba3f7d1792d8f3da0e0c8.png

https://zappy.zapier.com/2381749acff6375a18948aa467e21326.png

 

We have to be very careful with the above as we don’t want to create a Zap loop. This article will help you avoid that! Also, check out this article on Salesforce/Monday integrations for more configuration ideas and guides.

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