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Integration Guide
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Written by Vangari Sai Sampath · Automation Specialist · Hyderabad, India  |  Reviewed May 2026

How to Connect Salesforce and Monday.com

5h
Saved per month
~10 min
Setup time
₹0
Cost to start
⚡ Automate Salesforce + Monday.com with Make.com →

Free plan · 1,000 ops/month · No credit card needed

About Salesforce and Monday.com

☁️

Salesforce

Enterprise CRM

Salesforce is the world's #1 enterprise CRM platform, used by over 150,000 companies globally. It provides advanced tools for sales forecasting, pipeline management, customer service, and marketing automation. Salesforce is highly customisable and integrates with virtually every major business application via its AppExchange marketplace.

  • Advanced sales pipeline and opportunity tracking
  • AI-powered forecasting with Salesforce Einstein
  • AppExchange with 3,000+ integrations
  • Custom reports and real-time dashboards
  • Enterprise-grade security and compliance
30-day free trial Try Salesforce free →
🔧

Monday.com

SaaS Tool

Monday.com is a popular SaaS tool used by thousands of teams to improve productivity and automate workflows. Connect it with other tools using Make.com to save time and reduce manual work.

  • Core Monday.com features
  • Integrates with Make.com for automation
  • Cloud-based — access from anywhere
  • Free plan or trial available
Free plan available Try Monday.com free →

⚡ Why connect Salesforce + Monday.com?

Connecting Salesforce and Monday.com with Make.com eliminates the manual work of copying data between the two tools. Automate data syncing, trigger actions in Monday.com when events happen in Salesforce, and build workflows that save your team hours every week — all without writing any code.

How to set up this integration (step-by-step)

1

Create a free Make.com account

Go to Make.com and sign up. The free plan includes 1,000 operations/month — enough for most automations.

Create free account →
2

Connect Salesforce as the trigger

In Make.com, create a new scenario. Search for Salesforce and choose your trigger event (e.g. "New message", "New record", "New row").

3

Connect Monday.com as the action

Add Monday.com as the next module. Map the data fields from Salesforce to the corresponding fields in Monday.com.

✓

Test and activate

Run a test with real data. Once it works, turn on the scenario. Make.com will run it automatically — no more manual work.

Don't have these tools yet? Start free.

Salesforce

30-day free trial

The world's #1 enterprise CRM used by 150,000+ companies.

Try Salesforce free →

Monday.com

Free plan available

Connect Monday.com with Make.com to automate your workflows.

Try Monday.com free →

Calculate your time savings

18.3 Hours
Saved Per Month

✨ Generate a custom workflow with AI

Tell us your industry and get a personalised automation plan for Salesforce + Monday.com.

Frequently asked questions

How do I connect Salesforce and Monday.com?
Use Make.com to connect them without code. Sign up free, create a scenario with Salesforce as trigger and Monday.com as action. Setup takes under 10 minutes.
Is this integration free?
Yes. Make.com's free plan includes 1,000 operations/month — enough for most small teams. No credit card required to start.
Do I need coding skills?
No. Make.com is a visual drag-and-drop builder. You connect modules by clicking, not writing code.
What can I automate between Salesforce and Monday.com?
Connecting Salesforce and Monday.com with Make.com eliminates the manual work of copying data between the two tools. Automate data syncing, trigger actions in Monday.com when events happen in Salesforce, and build workflows that save your team hours every week — all without writing any code.
What is Salesforce used for?
Salesforce is the world's #1 enterprise CRM platform, used by over 150,000 companies globally. It provides advanced tools for sales forecasting, pipeline management, customer service, and marketing automation. Salesforce is highly customisable and integrates with virtually every major business application via its AppExchange marketplace.
What is Monday.com used for?
Monday.com is a popular SaaS tool used by thousands of teams to improve productivity and automate workflows. Connect it with other tools using Make.com to save time and reduce manual work.
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About the author — Vangari Sai Sampath · Automation & SaaS Specialist

Vangari Sai Sampath built Integration Directory to help businesses automate their SaaS workflows without writing code. Based in Hyderabad, India, he has hands-on experience with Make.com, Zapier, and 50+ tools covered in this directory, helping teams set up no-code automations that save hours every week.

More about Integration Directory →