Monday.Com And Salesforce Integration 2022 – dream workflows

This article is focused on answering Monday.Com And Salesforce Integration …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are usage cases for banner and landing page demands consider it more like imaginative requests from designers material so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and then i want to reveal you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you guys that as well and last but not least i’m going to reveal you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wished to reveal you guys so i have it open and then we’re going to begin remarkable okay let’s start and landing page request i’m presuming

 

you guys i’m simply gon na reveal um speak about the basics really quickly but i make certain 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 go over combinations automations views and a lot more fun things so the method i divided my board here is between months however you can do this between tasks or clients and it really just depends upon your workflow and the method we did it here to you can do it any way you want but a cool way to get a quick prior to dealing with a creative demand is using the type so a form basically takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re searching for the size of uh the banner that they want the designer to develop and i’ll all right let me reveal you how to create a form however basically this type can be found in here and after that the group lead of the imaginative design group or any other team can assign a certain designer to work on it so let me reveal you men how to add a form and develop if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you guys inspect the view section because it’s simply another method to reveal um all your items just see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the kind view and like i stated it takes particular columns not the person column of course however other columns that you can hide or make um viewable for the individual that is going to be offered the form they can submit this file if you want to need it you can constantly do a checkbox and after that they can’t submit the kind without filling this info in so you can really just develop any column with anything that you people need when a creative demand is available in make it a form share the type preview the program you men how a form appears like um the name of the request you desire you wish to include a certain brief with a particular i know each business has a specific structure that

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they utilize um when do you need it by the concern 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 appearance i’ll simply show you people let’s fill it in and you can see um webinar request test i can add a particular apply for example right now whatever is in the preparation concepts stage and i require the creative department to help me it’s right now where i’m working on it i need it by may 23rd and it remains in greatest concern i wish to submit it and let me show you guys how it can be found in on the board webinar demand test so it’s constantly going to come into the very first group which is necessary to know and then it can be called concepts or demands being available in and then i can just go on take it and move it to a specific group that i believe it matters 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 simply to ensure you men are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes awesome amazing awesome i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll discuss them too but now i’ll just provide like a quick summary this is the individual column as you guys know 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 likewise on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one kind can occupy several columns on one board yes dell you are proper every column that you create can be practically every column you produce can be in a type view and people can fill it out and it can be found in as an item on the board fantastic so this is our column center what we use here is a priority one we named it priority but it’s generally a rating column um we have actually a. Monday.Com And Salesforce Integration

monday.com, project management, tool, software application, prices, asana, apps, trello, kanban, microsoft, automations, service, crm, user, job management software, 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 right now 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 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 particular project i’m working on i can just connect them with tags and then i can cross board search it to what it’s relevant for so i find that extremely cool and i love i love the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m uncertain if you men understand what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i might reveal you men eliminate due date mode essentially what i want to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Monday.Com And Salesforce Integration

Monday Com And Salesforce Integration 2022 – dream workflows

This article is focused on answering Monday Com And Salesforce Integration …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are usage cases for banner and landing page demands think about it more like creative demands from designers material so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and after that i want to reveal you a slip a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you guys that too and finally i’m going to show you control panels um so let’s begin in a minute i just want to bring up the um thing that i wanted to reveal you guys so i have it open and then we’re going to begin amazing okay let’s start and landing page demand i’m assuming

 

you guys i’m simply gon na show um speak about the essentials truly quickly but i’m sure you guys 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 fun stuff so the method i divided my board here is between months but you can do this in between customers or jobs and it truly simply depends on your workflow and the method we did it here to you can do it any way you desire however a cool method to get a brief prior to dealing with an innovative request is using the kind so a kind generally takes all your columns and makes it a link that other people can fill out which they can publish 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 okay let me show you how to develop a type but generally this type comes in here and after that the team lead of the innovative style team or any other team can appoint a specific designer to work on it so let me reveal you guys how to add a type and produce if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you men inspect the view area because it’s just another way to show um all your items just see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the form view and like i stated it takes particular columns not the individual column naturally 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 require it you can always do a checkbox and after that they can’t submit the form without filling this info in so you can truly simply produce any column with anything that you people require when an imaginative demand is available in make it a form share the form preview the program you people how a form appears like um the name of the request you desire you want to include a certain brief with a particular i know each company has a certain structure that

gantt charts project management tool monday.com alternatives

they use um when do you require it by the priority and so on etc 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 site copy it send it to whoever let’s simply make appearance i’ll simply reveal you men let’s fill it in and you can see um webinar request test i can add a particular declare example right now whatever remains in the planning ideas stage and i need the imaginative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it remains in highest concern i want to submit it and let me show you people how it comes in on the board webinar demand test so it’s always going to enter the first group which is very important to know and after that it can be called requests or concepts being available in and after that i can simply go on take it and move it to a certain 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 group or another board depending on how you describe 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 type and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes incredible incredible incredible i’m glad you guys are listening and understand everything fantastic um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them also now i’ll simply provide like a short summary this is the individual column as you people understand we have our 7 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 likewise on the product itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one kind can populate several columns on one board yes dell you are correct every column that you develop can be nearly every column you produce can be in a kind view and people can fill it out and it can be found in as an item on the board fantastic so this is our column center what we utilize here is a priority one we named it top priority however it’s generally a ranking column um we have a. Monday Com And Salesforce Integration

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

file column and we have a tags column what i love about the tag column is if i click this right now 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 specific project i’m dealing with i can merely link them with tags and then i can cross board search it to what it’s relevant for so i discover that very cool and i love i like the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m uncertain if you men understand what this is but this is a status column and this is a date column and the method i connected them together and did due date mode is let me undo this so i might reveal you men eliminate deadline mode basically 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. Monday Com And Salesforce Integration