Monday.com + Salesforce Marketing Cloud Integration

Integrate Monday.com to Salesforce Marketing Cloud in one click, or tell Integrately AI how you want each item handled. Log new board items, upsert customer records, send transactional emails, and update data extensions automatically.

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1.
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
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2.
  • Monday.com
    Move item to group in Monday.com
  • Monday.com
    Create item in Monday.com
  • Monday.com
    Get subitem by id in Monday.com
  • Monday.com
    Search multiple items in Monday.com
  • Monday.com
    Move item to board in Monday.com
  • Monday.com
    Update group in Monday.com
  • Monday.com
    Search item in Monday.com
  • Monday.com
    Update item in Monday.com
  • Monday.com
    Get item details by id in Monday.com
  • Monday.com
    Create subitem in Monday.com
  • Monday.com
    Archive item in Monday.com
  • Monday.com
    Delete item in Monday.com
  • Monday.com
    Create update in Monday.com
  • Monday.com
    Create column in Monday.com
  • Monday.com
    Upload file to specific item in Monday.com
  • Monday.com
    Create board in Monday.com
  • Monday.com
    Archive board in Monday.com
  • Monday.com
    Create group in Monday.com
  • Monday.com
    Duplicate group in Monday.com
  • Monday.com
    Delete group in Monday.com
  • Monday.com
    Archive group in Monday.com
  • Monday.com
    Add user to board in Monday.com
  • Monday.com
    Add user to workspace in Monday.com
  • Monday.com
    Create tag in Monday.com
  • Monday.com
    Create workspace in Monday.com
  • Monday.com
    Add team to workspace in Monday.com
  • Monday.com
    Add team to board in Monday.com
  • Monday.com
    Search subitem in Monday.com
  • Monday.com
    Update subitem in Monday.com
  • Salesforce Marketing Cloud
    Insert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Upsert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Sends transactional email using TriggerSend in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Create subscriber in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Validate email address in Salesforce Marketing Cloud

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Ready Workflows Ready Workflows for Monday.com + Salesforce Marketing Cloud Integration

Capture items, update data extension records, send transactional emails, validate addresses, and sync subscriber data, all in just one click.

Most popular automationmost-popular-automations
Monday.com + Salesforce Marketing Cloud Integration

Send Salesforce Marketing Cloud email for new Monday.com item

In today's fast-paced business world, it's important to be able to communicate quickly and efficiently. That's why Integrately offers this automation to send email for new Monday.com items.

With this integration, you can automatically send email through Salesforce Marketing Cloud to the relevant parties whenever a new item is created in your Monday.com system. This way, you can be sure that everyone is always on the same page and that no important information falls through the cracks.

So if you're looking for a better way to stay organized and keep your team informed, give this Monday.com - Salesforce Marketing Cloud integration a try.
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Connect more apps to your Monday.com + Salesforce Marketing Cloud flow

Extend your automation stack with messaging, CRM, storage, email, forms, and video conferencing tools. Pick a combination and activate it in one click.

Monday.com
Salesforce Marketing Cloud
+
SlackSlack (5)
+
SalesforceSalesforce (4)
+
Google DriveGoogle Drive (4)
+
MailchimpMailchimp (4)
+
TypeformTypeform (4)
+
ZoomZoom (4)
M
S
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Create a Salesforce Marketing Cloud record when a Monday.com item is added, and notify your team in Slack
New Monday.com items immediately update your Salesforce Marketing Cloud data extensions while alerting your team in Slack.
M
S
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When a Monday.com sub-item is created, upsert a Salesforce Marketing Cloud record and post an alert in Slack
Keep subscriber data current in Salesforce Marketing Cloud when sub-items are created in Monday.com, with instant team updates in Slack.
M
S
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If a Monday.com column value changes, update Salesforce Marketing Cloud and notify the team in Slack
Track important status changes in Monday.com and reflect them in Salesforce Marketing Cloud while informing your team on Slack.
M
S
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When a Monday.com item is moved to a specific group, trigger an email in Salesforce Marketing Cloud and alert Slack
Automate transactional emails using TriggerSend in Salesforce Marketing Cloud when Monday.com items move groups, with Slack confirmation.
M
C
S
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Use Claude to evaluate Monday.com updates, create Salesforce Marketing Cloud records, and notify Slack
AI analyses Monday.com board updates before creating Salesforce Marketing Cloud records and notifying your team in Slack.

Supported triggers and actions for Monday.com and Salesforce Marketing Cloud

Mix and match to build the exact automation you need

Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
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Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
Try it →
Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
Try it →
Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
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Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
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Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
Try it →
Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
Try it →
Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
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Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
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Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
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Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
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Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
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Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
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Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
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Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
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Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
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Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
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Update is created in Monday.com
Triggers the automation when an update is created
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Board is created in Monday.com
Triggers the automation when a new board is created
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User joins in Monday.com
Triggers the automation when a new user joins the platform
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Move item to group in Monday.com
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Create item in Monday.com
Generates a new item
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Get subitem by id in Monday.com
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Search multiple items in Monday.com
Locates and retrieves items information
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Move item to board in Monday.com
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Update group in Monday.com
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Search item in Monday.com
Locates and retrieves particular item information
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Update item in Monday.com
Updates an item with new information
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Get item details by id in Monday.com
Retrieves detailed information of a item using its id
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Create subitem in Monday.com
Creates a new subitem
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Archive item in Monday.com
Store an item for future reference
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Delete item in Monday.com
Removes the selected item
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Create update in Monday.com
Creates a new update
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Create column in Monday.com
Adds a new column to a dataset or spreadsheet
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Upload file to specific item in Monday.com
Uploads a file to a item within a system
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Create board in Monday.com
Generates a new board
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Archive board in Monday.com
Archive board to store historical data
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Create group in Monday.com
Creates a new group based on particular criteria
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Duplicate group in Monday.com
Creates a copy of an existing group
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Delete group in Monday.com
Removes a particular group from the system
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Archive group in Monday.com
Archives a particular group for future reference
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Add user to board in Monday.com
Adds a user to a board
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Add user to workspace in Monday.com
Adds a user to the particular workspace
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Create tag in Monday.com
Generates a new tag
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Create workspace in Monday.com
Creates a new workspace
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Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
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Add team to board in Monday.com
Adds a team to the board
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Search subitem in Monday.com
Automatically searches for a specific subitem
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Update subitem in Monday.com
Automatically updates an existing subitem
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Salesforce Marketing Cloud
Salesforce Marketing Cloud Triggers & Actions
No trigger is available
Insert data extension record in Salesforce Marketing Cloud
Adds a new record to a data extension within a particular system
Try it →
Upsert data extension record in Salesforce Marketing Cloud
Updates or inserts a record into a data extension to ensure that it's up-to-date
Try it →
Sends transactional email using TriggerSend in Salesforce Marketing Cloud
Sends a transactional email using triggersend
Try it →
Create subscriber in Salesforce Marketing Cloud
Adds new users to the subscription list
Try it →
Validate email address in Salesforce Marketing Cloud
Confirm the validity of an email address
Try it →

What can you automate with Monday.com + Salesforce Marketing Cloud?

Streamline your workflows by syncing project boards and marketing data extensions instantly.

What you can automate?
🚀
Sync new Monday.com items to Salesforce Marketing Cloud
Automatically insert a data extension record in Salesforce Marketing Cloud the moment a new item is created on your Monday.com board. Eliminate manual data exports and keep your marketing databases updated.
📋
Capture every submitted custom column field
Map all available Monday.com column values into your Salesforce Marketing Cloud data extension records instead of just basic names. Ensure your marketing segments have access to complete project and client details.
🔔
Notify your team on Slack the moment records sync
Send instant channel alerts in Slack whenever a Monday.com item successfully updates Salesforce Marketing Cloud. Keep your team informed without checking multiple dashboards.
🔀
Route data dynamically based on board column values
Execute different Salesforce Marketing Cloud actions depending on specific column values or group movements in Monday.com. Segment your automated workflows cleanly without manual sorting.
🔄
Keep marketing records updated as board items change
Automatically upsert Salesforce Marketing Cloud data extension records whenever Monday.com item details or sub-items are modified. Prevent outdated subscriber profiles and duplicate entries.
🛡️
Validate email addresses before syncing records
Run email validation checks in Salesforce Marketing Cloud whenever new contacts or items are added in Monday.com. Maintain high deliverability rates and clean subscriber lists.
✉️
Trigger transactional emails upon status progression
Send targeted transactional emails using TriggerSend in Salesforce Marketing Cloud the exact moment a Monday.com item moves to a specific group or completion stage.
🔗
Extend your workflow with powerful third-party apps
Connect your Monday.com and Salesforce Marketing Cloud flow to Slack, Google Drive, or Typeform for multi-step automations that handle files, forms, and team alerts seamlessly.
And much more...

Who is Monday.com + Salesforce Marketing Cloud integration for?

Project managers and marketing operations teams eliminate manual data entry, keeping project boards and customer journeys perfectly synchronised across both platforms.

Performance marketers
Performance marketers
Marketing operations leads
Marketing operations leads
Client success managers
Client success managers
Data analysts
Data analysts
Campaign coordinators
Campaign coordinators
CRM administrators
CRM administrators
📈
Performance marketers
You're managing campaign data in Monday.com boards but your Salesforce Marketing Cloud data extensions only update when someone manually exports records, so your audience segments are always a few hours behind — with this integration, every new item lands in your marketing cloud instantly and your data stays current.
⚡
Marketing operations leads
You need to trigger transactional emails the moment project tasks are completed, but manual handoffs mean customers wait too long for follow-ups — connecting these apps means every board status change triggers Salesforce Marketing Cloud emails instantly and customer communications flow without delay.
🤝
Client success managers
You answer to stakeholders who want to see campaign progress reflected in customer records, but keeping both systems aligned by hand leads to frustrating data gaps — automating both apps means every project update syncs straight to your marketing data extensions and stakeholders always see accurate records.
📊
Data analysts
The volume of new board items is too high for anyone to keep up by hand, resulting in missing subscriber entries and incomplete campaign reporting — this integration means every single Monday.com item is captured in Salesforce Marketing Cloud automatically and your reporting databases remain pristine.
🔄
Campaign coordinators
You own the campaign execution phase and depend on upstream team members to hand over approved content items, but communication bottlenecks stall your schedules — automating both apps means approved Monday.com items flow straight into your data extensions and your execution queue never stalls.
🗂️
CRM administrators
You need a reliable history of customer interactions across project planning and email marketing, but manual data transfers keep introducing errors and missing fields — connecting these apps means every record matches perfectly across platforms and your historical logs remain completely reliable.
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Why choose Integrately to automate Monday.com + Salesforce Marketing Cloud

Build and manage your Monday.com + Salesforce Marketing Cloud automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Monday.com + Salesforce Marketing Cloud with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

1
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2
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Frequently Asked Questions

How do I connect Monday.com to Salesforce Marketing Cloud?
Frequently Asked Questions
You can connect Monday.com to Salesforce Marketing Cloud in 1-click using ready templates or Integrately AI. It syncs your project data with Slack, Salesforce, and Google Drive effortlessly.
Can I automatically create a Salesforce Marketing Cloud data extension record when a Monday.com item is created?
Frequently Asked Questions
Can I connect Monday.com, Salesforce Marketing Cloud, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Monday.com and Salesforce Marketing Cloud?
Frequently Asked Questions
How does Monday.com handle column value changes in this integration?
Frequently Asked Questions
Can I trigger transactional emails in Salesforce Marketing Cloud from Monday.com?
Frequently Asked Questions
How can I automate Monday.com and Salesforce Marketing Cloud without coding?
Frequently Asked Questions
Is the Monday.com and Salesforce Marketing Cloud integration free?
Frequently Asked Questions
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You Can Also Connect Monday.com or Salesforce Marketing Cloud With 1500+ Other Apps

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