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monday logo
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Productivity+CRM

Connect monday to Salesforce

Automate workflows between monday and Salesforce. No coding required.

5-minute setupNo code required100 free actions/month
Popular Workflows

What you can automate

Connect monday and Salesforce to automate these workflows and more.

#1

Create contact when new item created

Add a new contact to your CRM automatically when when a new task, page, or item is created.

TriggerNew item created in monday
ActionCreate contact in Salesforce
#2

Create item when new contact created

Add a new task, page, or item automatically when when a new contact is added to your crm.

TriggerNew contact created in Salesforce
ActionCreate item in monday
#3

Sync monday changes to Salesforce

Keep Salesforce updated when when a task or item is marked complete.

TriggerItem completed in monday
ActionUpdate contact in Salesforce
How It Works

Connect monday to Salesforce in 4 steps

No coding required. Set up your automation in minutes.

1

Sign up free

Create your Arahi AI account. No credit card required.

2

Connect monday

Authorize monday with one click using secure OAuth.

3

Connect Salesforce

Same process for Salesforce. Takes seconds.

4

Choose workflow

Select a template or build your own. Turn it on!

Benefits

Why connect monday and Salesforce?

Automate the busywork. Focus on what matters.

Create tasks automatically from CRM activities
Keep project management in sync with your pipeline
Track deal progress across your productivity tools
Automate follow-up task creation
Use Cases

Who uses this integration?

Teams across industries rely on this connection.

Project and task management

Sales teams tracking leads and deals

Teams using monday and Salesforce together

FAQ

Frequently asked questions

Everything you need to know about connecting monday and Salesforce.

How do I connect monday to Salesforce?

Sign up for Arahi AI (free), connect both monday and Salesforce with one-click OAuth, choose a workflow template, and activate. Setup takes under 5 minutes.

Is the monday and Salesforce integration free?

Yes! Arahi AI offers 100 free actions per month. Connect monday and Salesforce and run automations without a credit card.

What can I automate between monday and Salesforce?

Popular automations include: create contact when new item created, create item when new contact created, sync monday changes to salesforce, and many more custom workflows.

Is my data secure when connecting monday and Salesforce?

Absolutely. We use OAuth for secure authentication and never store your passwords. All data is encrypted in transit and at rest. We're SOC 2 Type II compliant.

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Automate monday + Salesforce

Connect monday NowNo credit card required