Integrating Salesforce with Monday.com Using Pabbly Connect

Learn how to create items in Monday.com for new Salesforce records using Pabbly Connect. Step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Salesforce and Monday.com Integration

To create items in Monday.com for new records in Salesforce, you first need to set up Pabbly Connect. Start by signing into your Pabbly Connect account. Once logged in, you will be directed to the dashboard where you can initiate the integration process.

Click on the blue button labeled ‘Create Workflow’. Enter a suitable name for your workflow, such as ‘Create Items in Monday.com When Contact is Added in Salesforce’. This will help you identify the workflow later. After naming, click on ‘Create’ to proceed.

2. Choosing Trigger Application: Salesforce

In this step, you will select the trigger application, which is Salesforce. This means that every time a new contact or lead is created in Salesforce, it will trigger the workflow in Pabbly Connect.

Select Salesforce as your trigger application and choose the event labeled ‘New Contact’. This selection ensures that the workflow is activated whenever a new contact is added to your Salesforce account.

• Select Salesforce as the trigger application.
• Choose the event ‘New Contact’.
• Click on ‘Connect’ to link your Salesforce account.

After selecting the trigger, you need to connect your Salesforce account to Pabbly Connect. Click on ‘Connect’, then ‘Add New Connection’ and authorize the connection by clicking ‘Allow’. This step ensures that Pabbly Connect can access your Salesforce data.

3. Creating a New Contact in Salesforce

Now, it’s time to create a new contact in Salesforce to test the integration. Open Salesforce in a new tab and navigate to the Contacts section. Click on ‘New’ to add a new contact.

Fill in the required details such as salutation, first name, last name, title, and other relevant information. After entering the details, click on ‘Save’. This action will allow Pabbly Connect to capture the newly created contact’s information.

• Navigate to the Contacts section in Salesforce.
• Click on ‘New’ to create a new contact.
• Enter all necessary details and click ‘Save’.

Return to Pabbly Connect and check if the data from the new contact has been captured successfully. This confirmation ensures that the integration is working correctly.

4. Setting Up Action Application: Monday.com

Next, you will set up the action application, which is Monday.com. This means that once a new contact is created in Salesforce, an item will be created in your specified Monday.com board through Pabbly Connect.

Select Monday.com as your action application and choose the event labeled ‘Create Item’. You will need to connect your Monday.com account by clicking on ‘Connect’, then ‘Add New Connection’. Enter your personal API token from Monday.com to establish the connection.

Select Monday.com as the action application. Choose ‘Create Item’ as the event. Connect your Monday.com account using the API token.

After connecting, Pabbly Connect will detect all your boards. Select the appropriate board where the item should be created. You can now map the fields from Salesforce to the corresponding fields in Monday.com.

5. Mapping Fields and Testing the Integration

In this final step, you will map the fields from the Salesforce contact to the new item in Monday.com. This mapping is crucial as it ensures that the correct data is transferred from Salesforce to Monday.com.

Fill in the required fields such as item name, birth date, address, and contact number by selecting the corresponding fields from the dropdown menu. Once you have mapped all necessary fields, click on ‘Save and Send Test Request’ to test the integration.

Map Salesforce fields to Monday.com fields. Ensure all necessary fields are filled in. Click ‘Save and Send Test Request’ to verify the integration.

If successful, you will receive a confirmation that the item has been created in Monday.com. You can now check your Monday.com board to confirm that the new item appears with the mapped details. This completes the integration process using Pabbly Connect.

Conclusion

This tutorial demonstrated how to create items in Monday.com for new Salesforce records using Pabbly Connect. By following these steps, you can automate the process of adding new contacts to your Monday.com board seamlessly.