Monday.com Automation

How to connect Monday.com to Salesforce

Stop dealing with scattered client onboarding steps. This guide shows you how to automatically Create Lead in Salesforce whenever Column Updated happens inside Monday.com.

Monday.com
Monday.com
Trigger
→
Salesforce
Salesforce
Action

Why automate this workflow?

Manual processes introduce delays and errors. With this automation you triggered onboarding tasks on deal close. It runs 24/7 so your team never misses key context.

Step-by-step implementation

  1. 1

    Create a scenario in Make.com

    Sign up or log in. Click "Create a new scenario" and choose Monday.com as the first module.

  2. 2

    Configure the trigger

    Select Column Updated inside Monday.com. Authorize your account and set any filters you need.

  3. 3

    Add the Salesforce action

    Choose "Create Lead" and map fields from the trigger. Test once and turn it on.

FAQ

Is this integration free?

Yes. The free tier of most automation platforms supports a few hundred operations per month—perfect for piloting.

Do I need to code?

No. Everything is handled via drag-and-drop builders. Advanced users can still inject custom logic if needed.