SALES
Sync CRM deal stage into the mutual-action-plan board
When a Salesforce opportunity changes stage, mirror that stage onto the matching Monday mutual-action-plan board so the shared close plan always reflects the live deal state.
How it runs
The automated pipeline, trigger to output.
- TriggerSalesforce opportunity stage changesSalesforce
- LogicSkip opps with no linked Monday board id
- LogicMap CRM stage to Monday status value
- ActionUpdate Monday status column + add note itemmonday.com
- OutputPost stage-change confirmation to board feedmonday.com
What it does
Keeps the customer-facing mutual action plan honest by pushing every Salesforce stage change onto the deal's Monday board. The board's status column always matches CRM truth, so reps and buyers never argue about where the deal actually stands.
When to use it
Use it when your team runs a shared close plan in Monday but the source of truth for stage lives in Salesforce. Ideal for AEs who keep forgetting to update the buyer-facing plan after they advance the opp.
How it works
- 1A Salesforce trigger fires whenever an opportunity's StageName field is updated.
- 2A filter checks that the opportunity has a linked Monday board id (a custom field) and skips orphans.
- 3A logic step maps the Salesforce stage label to the matching Monday status column value.
- 4An action updates the board's status column and writes a timestamped note item.
- 5The final output posts a short confirmation to the deal's Monday update feed so the buyer sees the change.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect monday.comVisual work management for teams.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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