Does Monday.Com Integrate With Salesforce – Work Without Limits

This article is focused on answering Does Monday.Com Integrate With Salesforce …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are usage cases for banner and landing page requests consider it more like imaginative demands from designers material so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that i wish to show you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you guys that too and finally i’m going to reveal you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wished to show you people so i have it open and after that we’re going to begin awesome all right let’s begin and landing page request i’m presuming

https://www.youtube.com/watch?v=yjOU3KTYHhw

 

you men i’m simply gon na show um speak about the essentials truly rapidly but i make sure you men know that this is a board every one of these are called a group and each row is called an item today we’re going to review combinations automations views and a lot more enjoyable stuff so the method i divided my board here is between months however you can do this in between clients or tasks and it really simply depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a brief before working on an imaginative request is using the type so a form basically takes all your columns and makes it a link that other people can submit which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to produce and i’ll alright let me show you how to develop a kind however essentially this form is available in here and after that the group lead of the creative design group or any other team can designate a particular designer to deal with it so let me reveal you people how to create and include a form if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you people inspect the view area due to the fact that it’s simply another method to reveal um all your products simply see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the kind view and like i said it takes specific columns not the individual column naturally but other columns that you can conceal or make um viewable for the person that is going to be offered the type they can submit this file if you wish to need it you can constantly do a checkbox and then they can’t submit the kind without filling this info in so you can actually simply produce any column with anything that you people need when a creative demand is available in make it a type share the type preview the program you guys how a type appears like um the name of the demand you want you wish to include a particular short with a specific i understand each business has a particular structure that

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they use um when do you require it by the top priority and so on and so forth um you can take this link after put one second let me click the form i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make look i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can include a certain apply for example today whatever is in the preparation concepts phase and i require the innovative department to assist me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest concern i wish to send it and let me show you people how it is available in on the board webinar demand test so it’s always going to enter the first group which is essential to know and then it can be called requests or ideas can be found in and after that i can just proceed take it and move it to a specific group that i believe it matters for in this case it needs to be done by may so i’m going to keep it in this group i can move it to another board or another group depending upon how you detail your workflow just to make sure you men are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes awesome awesome awesome i’m glad you guys are listening and understand whatever excellent um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll discuss them as well today i’ll just give like a quick summary this is the individual column as you people understand we have our seven core columns here and after that we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and also as a view we’ll get to that um soon um dale you simply ask presuming one form can populate numerous columns on one board yes dell you are proper every column that you produce can be nearly every column you create can be in a kind view and individuals can fill it out and it is available in as an item on the board fantastic so this is our column center what we use here is a top priority one we named it concern however it’s generally a rating column um we have actually a. Does Monday.Com Integrate With Salesforce

monday.com, job management, tool, software application, rates, asana, apps, trello, kanban, microsoft, automations, service, crm, user, task management software application, gantt charts, basecamp, company, button, api, kanban board, airtable, control panel.

Does Monday.Com Integrate With Salesforce

Does Monday Com Integrate With Salesforce – Work Without Limits

This article is focused on answering Does Monday Com Integrate With Salesforce …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are use cases for banner and landing page requests consider it more like imaginative requests from designers content so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i want to show you a slip a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you people that as well and lastly i’m going to show you control panels um so let’s begin in a minute i just want to pull up the um thing that i wanted to show you guys so i have it open and then we’re going to start remarkable okay let’s begin and landing page demand i’m presuming

 

you men i’m simply gon na show um discuss the fundamentals really rapidly but i make sure you guys know that this is a board every one of these are called a group and each row is called a product today we’re going to discuss combinations automations views and a lot more enjoyable stuff so the way i divided my board here is between months however you can do this between tasks or clients and it truly just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool way to get a short before dealing with an innovative demand is utilizing the form so a type generally takes all your columns and makes it a link that other people can complete which they can publish files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to create and i’ll all right let me show you how to produce a type however basically this form is available in here and after that the group lead of the creative style team or any other group can designate a certain designer to work on it so let me reveal you people how to add a type and create if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i suggest you guys inspect the view section due to the fact that it’s just another way to show um all your products simply see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the kind view and like i said it takes particular columns not the individual column of course however other columns that you can conceal or make um viewable for the person that is going to be given the kind they can publish this file if you wish to require it you can constantly do a checkbox and then they can’t submit the type without filling this information in so you can actually simply develop any column with anything that you people require when a creative request is available in make it a kind share the kind preview the show you men how a kind looks like um the name of the demand you want you want to add a specific quick with a particular i understand each business has a particular structure that

gantt charts project management tool monday.com alternatives

they use um when do you need it by the concern and so on etc um you can take this link after put one 2nd let me click the type i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make look i’ll simply show you people let’s fill it in and you can see um webinar demand test i can add a particular file for example today whatever remains in the preparation ideas stage and i need the innovative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest priority i want to submit it and let me show you guys how it is available in on the board webinar demand test so it’s always going to come into the very first group which is essential to know and after that it can be called requests or concepts being available in and after that i can just go on take it and move it to a specific group that i think it’s relevant for in this case it needs to be done by may so i’m going to keep it in this group i can move it to another board or another group depending on how you outline your workflow simply to ensure you people are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes incredible amazing incredible i’m glad you men are listening and understand whatever great um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll go over them also but now i’ll just provide like a brief overview this is the person column as you guys know we have our 7 core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and also as a view we’ll get to that um quickly um dale you just ask assuming one type can populate several columns on one board yes dell you are appropriate every column that you develop can be nearly every column you develop can be in a kind view and people can fill it out and it can be found in as a product on the board great so this is our column center what we use here is a concern one we called it top priority however it’s basically a ranking column um we have actually a. Does Monday Com Integrate With Salesforce

monday.com, job management, tool, software, prices, asana, apps, trello, kanban, microsoft, automations, service, crm, user, job management software application, gantt charts, basecamp, company, button, api, kanban board, airtable, control panel.

file column and we have a tags column what i like about the tag column is if i click on this today it’s going to do a cross board search about every board i have on my um account and it’s going to search facebook it’s going to do a cross board search let me reveal you men how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a certain job i’m dealing with i can just connect them with tags and then i can cross board search it to what it matters for so i find that super cool and i love i love the tech college let me just leave here [Music] okay um [Music] and yeah and i’m not sure if you people understand what this is however this is a status column and this is a date column and the method i linked them together and did due date mode is let me undo this so i could show you people remove deadline mode generally what i wish to do i wish to set as due date i want to take the status column however i might take any status column i have for example the. Does Monday Com Integrate With Salesforce