How to Sync Salesforce Opportunities with monday.com Tasks
This guide details the steps required to build a two-way integration between your monday.com board and Salesforce to sync tasks, opportunities, or contacts. Our walkthrough will demonstrate a sync between monday.com tasks and Salesforce opportunities specifically, but you can apply these same steps to sync other work items between your apps or tools.
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.
Here some popular use cases for this Unito flow:
- 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.
Here’s what our Salesforce and monday.com windows look like after syncing our opportunities and tasks in Unito:
Before we connect monday.com and Salesforce to Unito
- Ensure you have an account in both monday.com and Salesforce with the right permissions to access and modify information in each tool.
- You’ll need to install the Unito app in your monday.com board before you can proceed. Here’s a guide on how to add Unito to your monday projects if you need a hand.
Add Unito to your monday.com workspace
- Login to your monday.com account
- Then, select Board Power-Ups > Apps Marketplace
- Type Unito in the search field
- Click on the Unito app, then Add to your account
- Now, hit Install, verify your workspace and board and Add Feature
- Authorize monday.com then Authorize again (the first button authorizes monday.com in Unito, while the second authorizes Unito in monday.com)
- Click Got it.
Step 1. Add your monday.com board to Unito and connect Salesforce
- Continue from monday.com or navigate to the Unito App and select +Create Flow.
- Select Start Here to connect your monday.com board and Salesforce.
- Choose the accounts you want to connect.
- When you connect each tool for the first time, make sure to authorize both in Unito in order for your tasks, opportunities, or contacts to sync properly.
- Specify which account, board, and project you wish to sync through Unito. Here is an example of our completed tool connection screen:
When you’re ready, click Confirm.
Step 2. Pick how tasks, opportunities or contacts are created between monday.com and Salesforce
Here you can decide whether to automate creation of work items (tasks, opportunities, or contacts) in monday.com, Salesforce, or both based on activity in either app. Later, we can tell Unito to keep those work items in a two-way, real-time sync.
Step 3. Set conditions for how tasks, opportunities, or contacts sync between Salesforce and monday.com
Unito allows you to set customizable rules to filter out specific work items between monday.com and Salesforce. So if you only want a specific subset of tasks, opportunities, or contacts to appear in your other tool, you can decide that here.
You can filter by most fields, although some are more effective than others. Fields with single or multiple-select options are best since Unito can identify them all. Variable fields with infinite options, such as user names which can always be added or removed from your system, 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.
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
When you first open this screen, you should see two options. If you select Auto-map, Unito will pre-populate a list of suggested field mappings which you can then adjust. If you know exactly how you want your fields mapped, Start from scratch.
Now, select + Add mapping to sync additional fields. 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.
Since each field in monday.com can be named by the user, we recommend choosing names that are intuitive when matching them up with fields in Salesforce.
Hit Confirm to proceed.
Find out more about setting field mappings.
Step 5. Save, close, and launch your monday.com to Salesforce sync
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?
Learn more about our Salesforce opportunities integration here. You can also 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: