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Salesforce Connector for monday.com
Connect Salesforce with monday.com boards seamlessly
Overview
Easily connect your Salesforce Leads to any monday.com board and sync changes automatically.
Automatic syncing between Salesforce Leads and any monday.com board
Choose which way to sync
Choose which fields to sync
Salesforce Connector for Monday.com allows you to link your Salesforce Leads to any monday.com board of your choosing. You can also specify which Lead fields to sync with which monday.com board columns. The current version is provided in beta with several limitations, including: - Only Salesforce Leads are supported - One-way sync only (Salesforce to monday.com, or vice versa) - Limited to one monday.com board System requirements: - Salesforce Professional, Enterprise, Unlimited, or Performance Edition - Monday.com Basic, Standard, Pro, or Enterprise Plan - You must have My Domain enabled in Salesforce (Setup > Domain Management > My Domain) - You must be an Administrator on both Salesforce and monday.com to install and configure the Connector Future versions of this app may support additional features. Drop us a word if you would like to be notified of future releases: success@cloudconceptgroup.com
Categories
- Business Needs
- Integration
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package