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Business productivity ⇄ CRM

Monday to Salesforce integration — real-time, two-way sync

Keep Monday and Salesforce in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Monday and Salesforce

Sync what happens in Monday with the customer records in Salesforce, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Monday holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Items, Subitems, Column values, Groups in Monday to Opportunities, Cases, Campaigns, Tasks and Events in Salesforce with bi-directional, real-time sync. Activity and record changes in Monday update the matching contact or account in Salesforce, and CRM data flows the other way wherever Monday can store and use it.

Common use cases

  • 01 Mirror monday.com Boards, Groups, and Subitems into a warehouse for cross-project reporting on status and timelines without CSV exports.
  • 02 Push support tickets or orders from an operational database into monday.com Items, then read status Column values back when work completes.
  • 03 Sync Accounts, Contacts, and Opportunities bi-directionally with Postgres so engineering teams read and write CRM data with plain SQL.
  • 04 Write product usage metrics computed in a warehouse onto Account and Contact fields so reps see adoption signals on the record.

Common sync patterns

Where Monday handles support or shared inboxes

Tickets and conversations attach to the right contact and account in Salesforce, so sales sees open issues before the next call.

Where Monday supplies contact or company data

Enriched fields land directly on records in Salesforce, and refreshes keep them from going stale.

Where Monday can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Salesforce sync into Monday, so people working there have the context without switching tools.

What you can sync between Monday and Salesforce

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Monday objects Salesforce objects How this pairing syncs
Groups Named sections that group items inside a board; synced as a grouping attribute or category field on the row. Tasks and Events Activity records; usually read-only in syncs to feed activity reporting. Groups is specific to Monday and Tasks and Events to Salesforce — each maps to any object or custom field on the other side.
Updates Comment and activity threads attached to items; read out into a database for reporting or written back as notes. Products and Price Books Catalog and pricing data; commonly mastered in an ERP and written into Salesforce. Updates is specific to Monday and Products and Price Books to Salesforce — each maps to any object or custom field on the other side.
Users Account members referenced by people columns; read to resolve owner and assignee IDs to names and emails. Custom Objects Org-specific tables with the __c suffix; discoverable via describe metadata so field mappings can be generated. Users is specific to Monday and Custom Objects to Salesforce — each maps to any object or custom field on the other side.
Workspaces Top-level containers that hold boards; used to scope which boards a given sync covers. Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP. Workspaces is specific to Monday and Accounts to Salesforce — each maps to any object or custom field on the other side.
Boards Table-like containers that hold items; each board maps to a synced table, and its columns define the field mapping. Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records. Boards is specific to Monday and Contacts to Salesforce — each maps to any object or custom field on the other side.
Items Rows within a board and the primary record; synced two-way and created, updated, archived, or deleted via GraphQL mutations. Leads Unqualified prospects; often written into Salesforce from enrichment or product-signup pipelines. Items is specific to Monday and Leads to Salesforce — each maps to any object or custom field on the other side.

How changes propagate between Monday and Salesforce

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Monday Salesforce Sub-second propagation

DetectionMonday notifies Stacksync of record changes through webhook events. Board-scoped webhooks (create_item, change_column_value, item_deleted, and similar) for real-time events.

DeliveryEach detected change is written to Salesforce through its API, with automatic retries and rate-limit backoff.

Salesforce Monday Sub-second propagation

DetectionChanges in Salesforce are captured at the source via change data capture — no polling loop against its API. Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting).

DeliveryEach detected change is written to Monday through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Monday: Complexity-budget limits: a single query caps at 5M complexity points and ~10M points/min per user token (1M on trial/free) over a sliding 60s window.
  • Salesforce: Daily API request allocations vary by edition and license count.
What ships with Monday ⇄ Salesforce

Connect Monday and Salesforce for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Monday–Salesforce connection.

Real-time

Two-way sync

Changes in Monday or Salesforce instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Monday or Salesforce data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Monday or Salesforce record.

Observability

Monitoring

Track your Monday ⇄ Salesforce sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Monday and Salesforce.

How the Monday and Salesforce connectors work

Monday

Integration surface
GraphQL API (single endpoint, api.monday.com/v2)
Authentication
OAuth 2.0 for installed apps, or a per-user personal API token (admin/member scope); a date-based API version is sent via request header
Change detection
Board-scoped webhooks (create_item, change_column_value, item_deleted, and similar) for real-time events; polling falls back to the item updated_at field
Capabilities
read · write · webhooks
Rate limits
Complexity-budget limits: a single query caps at 5M complexity points and ~10M points/min per user token (1M on trial/free) over a sliding 60s window
Monday setup guide

Salesforce

Integration surface
REST, SOAP, and Bulk APIs
Authentication
OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
Change detection
Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
Capabilities
read · write · CDC
Rate limits
Daily API request allocations vary by edition and license count.
Salesforce setup guide
How it works

How to connect Monday to Salesforce — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Monday and Salesforce with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Monday connected
    Salesforce connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Monday and Salesforce objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Monday ⇄ Salesforce
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Monday Salesforce
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Monday and Salesforce integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 542 integrations available for Monday and Salesforce.

Popular · 8 of 542
All Monday integrations All Salesforce integrations Browse all integrations
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