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How to connect Monday and Salesforce
Create a New Scenario to Connect Monday and Salesforce
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Salesforce will be your first step. To do this, click "Choose an app," find Monday or Salesforce, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the Salesforce Node
Next, click the plus (+) icon on the Monday node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.
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Authenticate Salesforce
Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.
Configure the Monday and Salesforce Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Monday and Salesforce Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Monday, Salesforce, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Monday and Salesforce integration works as expected. Depending on your setup, data should flow between Monday and Salesforce (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Monday and Salesforce
Salesforce + Monday + Slack: When a new lead is created in Salesforce, a new item is created in a specified Monday board. Then, a message is sent to a Slack channel to notify the sales team about the new lead.
Salesforce + Google Sheets + Monday: This automation tracks new opportunities in Salesforce by adding them as rows in a Google Sheet. When an opportunity is marked as closed won in Salesforce, a project is created in Monday.
Monday and Salesforce integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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About Salesforce
Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.
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See how Latenode works
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FAQ Monday and Salesforce
How can I connect my Monday account to Salesforce using Latenode?
To connect your Monday account to Salesforce on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and Salesforce accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Salesforce leads from new Monday items?
Yes, you can! Latenode lets you visually map fields and trigger lead creation using webhooks. Eliminate manual data entry and ensure seamless lead capture.
What types of tasks can I perform by integrating Monday with Salesforce?
Integrating Monday with Salesforce allows you to perform various tasks, including:
- Creating Salesforce tasks when new items are added to Monday.
- Updating Salesforce opportunities based on Monday status changes.
- Syncing contact information between Monday and Salesforce.
- Generating custom reports combining data from both platforms.
- Triggering Monday automations from Salesforce events.
How do I handle complex data transformations between Monday and Salesforce?
Latenode offers JavaScript blocks, AI prompts, and no-code tools, allowing seamless data transformations to match data structures between both apps.
Are there any limitations to the Monday and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration may require additional configuration.
- Extremely complex Salesforce objects might need custom scripting.
- Rate limits of Monday and Salesforce APIs apply to large datasets.
