How To Set up a 2-Way monday.com-Salesforce Integration
Salesforce and monday.com Integration
Keep Salesforce and monday.com in sync with Unito
Unito integrations are quick to set up, easy to configure, and require zero code.
Start syncing in minutes
When a task is found in Salesforce, create an item in monday.com and keep both in sync.
When a contact is found in Salesforce, create an item in monday.com and keep both in sync.
When an opportunity is found in Salesforce, create an item in monday.com and keep both in sync.
When an item is found in monday.com, create a task in Salesforce and keep both in sync.
When an item is found in monday.com, create a contact in Salesforce and keep both in sync.
When an item is found in monday.com, create an opportunity in Salesforce and keep both in sync.
Powerful features out of the box
Live sync
Receive new data and updates from your tools in real-time.
Rules
Use flexible rules to determine what gets synced between tools.
Historical data
Choose to sync data going back weeks, months and even years with one click.
2-way
Share data back and forth between tools-without risk of duplicates or an infinite loop.
Field mapping
Link related fields between tools, including comments, assignees, and attachments.
Enterprise security
Unito is SOC 2 Type 2 certified with strict security measures to protect customer data.
