Zapier Monday Com Salesforce – Work Without Limits

This article is focused on answering Zapier Monday Com Salesforce …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you three particular on boards which are use cases for banner and landing page requests think about it more like creative demands from designers content so on etc copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that i want to show you a sneak a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you men that too and lastly i’m going to reveal you control panels um so let’s start in a minute i just wish to pull up the um thing that i wanted to reveal you men so i have it open and after that we’re going to begin amazing fine let’s start and landing page demand i’m presuming

 

you men i’m just gon na show um speak about the basics truly quickly but i’m sure you people know that this is a board every one of these are called each row and a group is called a product today we’re going to review integrations automations views and a lot more fun things so the way i divided my board here is in between months however you can do this in between clients or tasks and it truly simply depends upon your workflow and the way we did it here to you can do it any way you want however a cool method to get a brief before dealing with an innovative demand is utilizing the type so a kind basically takes all your columns and makes it a link that other individuals can fill out 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 desire the designer to create and i’ll fine let me reveal you how to produce a kind but basically this type is available in here and then the team lead of the innovative style team or any other team can assign a specific designer to work on it so let me show you men how to include a form and produce if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you men examine the view area due to the fact that it’s just another way to reveal um all your items just see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the type view and like i said it takes specific columns not the individual column of course but other columns that you can hide or make um viewable for the individual that is going to be given the type they can upload this file if you wish to need it you can constantly do a checkbox and after that they can’t submit the form without filling this information in so you can really just produce any column with anything that you people require when a creative request can be found in make it a kind share the form preview the program you people how a form appears like um the name of the demand you want you wish to add a particular short with a particular i know each business has a certain structure that

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they use um when do you require it by the top priority and so on etc um you can take this link after put one 2nd let me click the form 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 appearance i’ll just show you people let’s fill it in and you can see um webinar demand test i can include a specific declare example today everything is in the preparation concepts stage and i need the creative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in highest top priority i want to send it and let me show you people how it can be found in on the board webinar demand test so it’s always going to enter the first group which is important to know and after that it can be called requests or concepts coming in and after that i can just proceed take it and move it to a particular group that i believe it’s relevant for in this case it requires 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 ensure you people are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes amazing remarkable remarkable i’m glad you people are listening and comprehend whatever great um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them also now i’ll just offer like a short introduction this is the individual column as you men understand we have our seven core columns here and then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one form can occupy several columns on one board yes dell you are right every column that you develop can be almost every column you produce can be in a type view and people can fill it out and it is available in as a product on the board terrific so this is our column center what we use here is a top priority one we named it priority however it’s essentially a score column um we have a. Zapier Monday Com Salesforce

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file column and we have a tags column what i like about the tag column is if i click 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 show you people 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 task i’m working on i can simply connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that very cool and i love i enjoy the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m not sure if you guys understand what this is however this is a status column and this is a date column and the way i linked them together and did due date mode is let me undo this so i might reveal you people remove due date mode generally what i wish to do i want to set as deadline i wish to take the status column but i could take any status column i have for example the. Zapier Monday Com Salesforce