Salesforce and Monday integration + automation

Salesforce and Monday integrations couldn’t be easier with the Tray Platform’s robust Salesforce and Monday connectors, which can connect to any service without the need for separate integration tools.

Uses

Sales, Marketing

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

On Apex trigger (advanced), On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record UpdateShow all

Operations

Batch create records, Batch delete records, Batch update records, Bulk upsert records, Convert Lead, Count records, Create amendment quote, Create custom field, Create query job, Create recordShow all

See documentation >

Uses

All

Category

Project Management

Connector type

Tray Connector

Triggers

None

Operations

Archive board, Create item, Archive item, Create board, Create column, Create group, Create notification, Create tag, Create update, Delete itemShow all

See documentation >
sean-passanisi

With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi - Senior Manager, Sales and Marketing Operations

Udemy

Tray.io is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021
Salesforce logoMonday logo

Salesforce + Monday

Easy monday.com + Salesforce integrations

Boost sales productivity and drive revenue team alignment with powerful monday.com + Salesforce integrations on the low-code Tray Platform. Our platform makes it easy to stand up robust integrations in minutes, without using extensive IT resources. Just drag and drop together Salesforce, monday.com, and any other go-to application in your tech stack. 

Need monday.com + Salesforce connectors? Our platform empowers you to seamlessly flow data across your tech stack to unlock actionable insights and drive productivity. Bi-directionally sync any data source at the API level, including flat files (such as CSVs), FTP, email, webhooks, and any cloud software—even using data within custom fields. 

And no need to stop with integrations. The Tray Platform also lets you craft dynamic, multi-step automation to save hours of manual work and take full control of your CRM and project management data. Build automated workflows to flow data wherever you need. 

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Trusted

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Resources

LEAD-LIFECYCLE

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