Featured image illustrating a step-by-step guide on syncing monday.com to Salesforce through Unito, depicted by the connected logos through circles and dotted lines.
How to Automatically Sync Salesforce Opportunities with monday.com Tasks
Featured image illustrating a step-by-step guide on syncing monday.com to Salesforce through Unito, depicted by the connected logos through circles and dotted lines.

How to Automatically Sync Salesforce Opportunities with monday.com Tasks

Published in Use cases on , last updated .

This guide will show you how to set up a simple 2-way monday.com Salesforce integration between your boards and projects. You can use this guide to sync Salesforce tasks, opportunities or contacts to monday.com items or tasks. We’ll be using Unito’s no-code 2-way integration for Salesforce and monday.com which can either be set up in Unito Sync Platform or embedded directly from your monday.com board.

The benefit of Unito is that it’s designed for a non-technical users, so anyone on your team can set it up in minutes without needing to code. It’s also the leading integration platform on the market with 2-way sync and real-time automated updates between tools.

Here’s what our Salesforce and monday.com windows look like after syncing our opportunities and tasks in Unito:

Screenshot of a Salesforce opportunity synced to a monday.com board with Unito's 2-way sync integration
Salesforce opportunites, tasks and contacts can sync over to monday.com with real-time 2-way updates. You can also sync monday.com tasks or items back to Salesforce.

In this article:

Before we connect monday.com and Salesforce to Unito

Add Unito to your monday.com workspace

Click here for instructions on how to add Unito to your monday.com workspace.
  1. Login to your monday.com account
  2. Then, select Board Power-Ups > Apps Marketplace
  3. Type Unito in the search field
  4. Click on the Unito app, then Add to your account
  5. Now, hit Install, verify your workspace and board and Add Feature
  6. Authorize monday.com then Authorize again (the first button authorizes monday.com in Unito, while the second authorizes Unito in monday.com)
  7. Click Got it.

Step 1. Connect a monday.com board and Salesforce organization to Unito

  1. Continue from monday.com or navigate to the Unito App and select +Create Flow.
  2. Select Start Here to connect your monday.com board and Salesforce.
  3. Choose the accounts you want to connect.
  4. When you connect each tool for the first time, make sure to authorize your accounts in Unito in order for data to sync properly.
  5. Specify which account, board, and project you wish to sync through Unito.
Screenshot of syncing a Salesforce organization to a monday.com board with the title Customer Success.
In our demo we synced opportunities from Salesforce to a support team working in monday.com

When you’re ready, click Confirm.

Here’s more information about authorizing your accounts in Unito.

Step 2. Tell Unito where to create new tasks, opportunities or contacts automatically

Flow direction tells Unito where to create new work items (e.g., tasks, opportunities, or contacts). Pick a source and destination tool with the directional arrows. Whenever you manually create a task in the source tool, Unito will automatically create a synced task in the destination and keep both up-to-date in real-time.

In our demo, we’ve set a one-way sync from Salesforce to monday.com so that new or historical opportunities in monday.com that match our criteria in Step 3 will appear in our monday.com board, synced in real-time.

Step 3. Set rules on which items to sync between Salesforce and monday.com

Unito let’s you specify exactly which items (tasks, opportunities, etc.) to keep in sync between monday.com and Salesforce. You can apply filters using “if this, then that” logic to only sync data based on any field you choose, including: stage name, assignee, labels, even your custom fields.

If you’re syncing Salesforce Opportunities, you could follow the example above and filter by stage. In our case, any opportunities that are in negotiation/review will be synced so our support team can jump in.

Fields with single or multiple-select options (e.g., labels or assignee) are best since Unito can identify them all.

Variable fields with infinite options can only be set to “any” or “empty” triggers, which means if the field has any value in it, it will sync and won’t if it doesn’t.

Here we’ve created a monday.com board specifically to receive tasks from Salesforce users. We called it “Incoming from CRM” so our support team can identify those tasks easily.

As you can see above, you can also tell Unito where to put those newly-synced work items as soon as they appear in your other tool.

Find out more about setting rules.

Step 4. Pick fields to sync between Salesforce and monday.com

Next, you’ll pick the specific fields to sync between your items. You’re effectively choosing individual relationships between fields in monday.com and Salesforce (e.g., you’ll sync labels, task names, assignees between tools).

If you select Auto-map, Unito will pre-populate a template of suggested field mappings which you can then adapt to your use case. Otherwise you can start from scratch.

Your fields will be automatically mapped for two-way updates, but you can adjust them as needed. With a one-way sync between fields, only the destination field will update automatically when you make changes in the source field.

You can click + Add mapping to sync new pairs of fields between monday.com and Salesforce. To do so, click Select a field. After you’ve chosen a field in the first board, Unito will suggest compatible matches in the second after you click on the drop-down menu.

Here’s what our auto-mapped table of linked fields looks like:

In our demo we’ve chosen a few basic, yet relevant details to sync from Salesforce to monday.com so our support team gets a sense of what’s needed without additional context.

Since each field in monday.com can be named by the user, we recommend choosing names that are intuitive to you when matching them up with fields in Salesforce.

Sync custom fields to maximize your flow’s potential

Unito truly shines when you sync custom fields between tools. No other integration or automation solution on the market offers as much room for flexibility and personalization as our 2-way sync platform.

Here’s an example of a more in-depth field mapping table between Salesforce and ClickUp with custom fields:

Screenshot of a field mapping table between monday.com and Salesforce with custom fields applied to sync between tools
Every field pairing with a blue icon indicates a custom field that was created for the Unito flow pictured above. If you can’t find a native field you’d like to sync in your tool of choice, make a custom field and we can sync it!

You can even sync custom fields with drop-down menus. In the example below, you can see a “Project Type” custom field that was created to sync between monday.com and Salesforce:

Screenshot of a "Project Type" custom field that was created to sync between monday.com and Salesforce with Unito

Hit Confirm to proceed.

Find out more about setting field mappings.

Step 5. Launch your monday.com Salesforce integration

And that’s it! You’ve just completed our walkthrough to connect Salesforce with monday.com to sync tasks, opportunities or contacts with Unito. Congratulations! If you have any questions, don’t hesitate to reach out to our team by clicking the little chat box in the lower-right corner of your screen.

What’s next after integrating Salesforce and monday.com with Unito?

Learn more about our Salesforce opportunities integration here. You can also try syncing Salesforce data to Google Sheets, or Duplicate this flow to sync more tasks, opportunities, or contacts between Salesforce and monday.com. Or you can connect monday.com boards with a range of other tools including:

Why sync Salesforce opportunities to monday.com?

The quick, easy answer is: to stop copy-pasting details between opportunities, contacts and tasks yourself and keep apps automatically up-to-date in real-time.

  • Send opportunity details from your CRM to a project management tool to get support from teams in other tools.
  • Consolidate contact details from various apps to a master source of truth in your CRM; or update those other apps with your master data – and keep it that way with a live 2-way sync.
  • Assign tasks from Salesforce to a freelancer in monday.com (or vice versa) without giving up access to the rest of your CRM.

Unito keeps your data encrypted from end-to-end

We understand how valuable your data is, which is why we take pride in being SOC 2 Type 2 certified and GDPR compliant. Your data is fully encrypted from end-to-end whenever you sync with Unito. Here’s more information about Unito’s security policies.

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