SALES
Roll completed plan tasks back into the CRM deal record
When a buyer or rep marks a mutual-action-plan item Done on Monday, log it to the Salesforce opportunity and advance the stage once all gating tasks for that milestone are…
How it runs
The automated pipeline, trigger to output.
- TriggerMonday plan item marked Donemonday.com
- ActionLog completion activity on Salesforce oppSalesforce
- LogicAll gating tasks for milestone complete?
- ActionAdvance Salesforce opportunity stageSalesforce
- OutputPost milestone-cleared note to boardmonday.com
What it does
Closes the loop the other direction: progress on the shared Monday plan flows back into Salesforce. Completing plan items leaves an audit trail on the opp, and clearing a milestone's gating tasks auto-advances the CRM stage.
When to use it
Use it when buyers actually work the mutual action plan in Monday and you want the CRM to reflect that momentum without a rep manually re-keying it. Great for keeping forecast stages tied to real buyer activity.
How it works
- 1A Monday trigger fires when a board item's status flips to Done.
- 2An action logs a completion activity on the linked Salesforce opportunity.
- 3A logic step checks whether every gating task for the current milestone is now complete.
- 4If the milestone is cleared, an action advances the Salesforce opportunity to the next stage.
- 5The output posts a milestone-cleared note to the Monday board feed.
Set it up
What you configure once, before turning it on.
- 1Connect monday.comVisual work management for teams.
- 2Connect SalesforceAccounts, opportunities, cases.
- 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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