Salesforce Automation
How to connect Salesforce to Monday.com
Stop dealing with deals closing without task handoff. This guide shows you how to automatically Create Board in Monday.com whenever Account Created happens inside Salesforce.
Why automate this workflow?
Manual processes introduce delays and errors. With this automation you seamless handoff from sales to delivery. It runs 24/7 so your team never misses key context.
Step-by-step implementation
-
1
Create a scenario in Make.com
Sign up or log in. Click "Create a new scenario" and choose Salesforce as the first module.
-
2
Configure the trigger
Select Account Created inside Salesforce. Authorize your account and set any filters you need.
-
3
Add the Monday.com action
Choose "Create Board" 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.