Monday.Com And Hubspot Integration – Easily build, run, and scale

This article is focused on answering Monday.Com And Hubspot 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 reveal you 3 specific on boards which are use cases for banner and landing page requests think of it more like imaginative demands from designers material so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you guys that as well and last but not least i’m going to show you dashboards um so let’s begin in a minute i just want to bring up the um thing that i wanted to show you people so i have it open and then we’re going to start incredible fine let’s begin and landing page request i’m assuming

 

you guys i’m simply gon na show um speak about the basics really rapidly but i make certain you people understand 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 integrations automations views and a lot more enjoyable stuff so the method i divided my board here is between months however you can do this between projects or customers and it truly simply depends upon your workflow and the way we did it here to you can do it any way you desire but a cool method to get a short before working on an imaginative request is using the kind so a kind basically takes all your columns and makes it a link that other individuals can fill out which they can upload files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to create and i’ll all right let me reveal you how to develop a kind but essentially this form comes in here and after that the team lead of the imaginative style group or any other team can designate a specific designer to deal with it so let me reveal you guys how to add a form and create if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i advise you men inspect the view section because it’s just 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 certain things on your board so close the form view and like i said it takes particular columns not the person column of course however other columns that you can hide or make um viewable for the person that is going to be offered the form they can submit this file if you wish to require it you can constantly do a checkbox and after that they can’t send the kind without filling this information in so you can truly simply produce any column with anything that you men require when an imaginative demand comes in make it a form share the form sneak peek the show you guys how a kind looks like um the name of the demand you want you wish to include a particular quick with a particular i understand each company has a specific structure that

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they utilize um when do you need it by the priority and so on and so forth 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 simply make look i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can add a particular file for example right now everything remains in the preparation ideas phase and i need the creative department to help me it’s right now where i’m working on it i require it by might 23rd and it’s in highest concern i want to send it and let me show you men how it can be found in on the board webinar demand test so it’s constantly going to enter the first group which is essential to know and after that it can be called ideas or demands coming in and then i can just 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 might 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 make certain you people are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes remarkable incredible amazing i’m glad you men are listening and understand whatever terrific um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them as well now i’ll just provide like a quick overview this is the individual column as you guys know we have our seven core columns here and after that 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 just ask assuming one kind can occupy numerous columns on one board yes dell you are right every column that you develop can be almost every column you develop can be in a type view and individuals can fill it out and it can be found in as a product on the board excellent so this is our column center what we utilize here is a concern one we named it concern however it’s generally a ranking column um we have a. Monday.Com And Hubspot Integration

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file column and we have a tags column what i like 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 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 specific task i’m working on i can simply link them with tags and then i can cross board search it to what it’s relevant for so i find that very cool and i love i enjoy the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m not sure if you guys know what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me undo this so i might reveal you guys eliminate due date mode generally what i want to do i wish 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 Hubspot Integration