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

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 a sophisticated 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 of it more like imaginative requests from designers content 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 go over marketing project tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you people that also and last but not least i’m going to show you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wished to reveal you guys so i have it open and after that we’re going to start awesome okay let’s start and landing page request i’m assuming

 

you men i’m just gon na show um speak about the essentials actually quickly however i’m sure you men 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 go over integrations automations views and a lot more fun things so the way i divided my board here is between months but you can do this in between tasks or customers and it actually 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 quick before working on an imaginative request is using the type so a type basically 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 searching for the size of uh the banner that they desire the designer to create and i’ll okay let me reveal you how to develop a kind but generally this kind can be found in here and then the team lead of the innovative style group or any other group can appoint a certain designer to deal with it so let me reveal you people how to create and add a form if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i advise you people check the view section due to the fact that it’s simply another way 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 particular things on your board so close the form view and like i stated it takes specific columns not the person column naturally but other columns that you can conceal or make um viewable for the person 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 send the form without filling this information in so you can really just produce any column with anything that you guys need when an innovative demand can be found in make it a kind share the type sneak peek the program you guys how a type appears like um the name of the demand you desire you want to include a certain short with a certain i understand each company has a specific structure that

gantt charts project management tool monday.com alternatives

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 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 look i’ll just show you men let’s fill it in and you can see um webinar demand test i can add a certain apply for example today everything remains in the planning ideas 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 highest top priority i want to submit it and let me reveal you guys how it can be found in on the board webinar demand test so it’s constantly going to enter into the first group which is important to know and after that it can be called concepts or demands coming 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 might 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 make sure you guys 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 write yes so i can get feedback while you men are listening yay yes yes awesome amazing remarkable i’m glad you men are listening and understand whatever fantastic um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them also and now i’ll simply give like a quick introduction this is the individual column as you people understand we have our 7 core columns here and then 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 also as a view we’ll get to that um quickly um dale you just ask presuming one type can populate several columns on one board yes dell you are appropriate every column that you develop can be practically every column you develop can be in a form view and people can fill it out and it comes in as an item on the board excellent so this is our column center what we utilize here is a top priority one we called it concern but it’s basically a ranking column um we have a. Monday.Com And Salesforce Integration

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Monday.Com And Salesforce Integration

Monday Com And Salesforce Integration – Easily build, run, and scale

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 advanced webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are use cases for banner and landing page requests consider it more like imaginative demands from designers material so on etc copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and then i wish to reveal you a sneak a preview of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you guys that too and last but not least i’m going to show you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wished to reveal you men so i have it open and then we’re going to start incredible okay let’s start and landing page request i’m assuming

 

you people i’m simply gon na reveal um discuss the essentials truly rapidly however i make sure you people understand that this is a board each one of these are called each row and a group is called an item today we’re going to discuss combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this in between clients or projects and it truly simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool method to get a quick before dealing with an imaginative demand 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 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 produce and i’ll all right let me show you how to create a form however basically this form is available in here and after that the group lead of the creative style team or any other team can appoint a specific designer to deal with it so let me reveal you guys how to include a kind 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 include view i suggest you guys check 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 way to see um particular things on your board so close the kind view and like i said it takes certain columns not the person column naturally however other columns that you can conceal or make um viewable for the individual that is going to be offered the form they can publish this file if you want to need it you can constantly do a checkbox and after that they can’t send the type without filling this info in so you can actually simply produce any column with anything that you men require when an innovative demand can be found in make it a type share the kind sneak peek the program you people how a kind looks like um the name of the request you want you want to include a certain quick with a certain i know each company has a specific structure that

gantt charts project management tool monday.com alternatives

they use um when do you require it by the priority and so on and so forth um you can take this link after put one 2nd let me click on 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 show you people let’s fill it in and you can see um webinar request test i can add a particular declare example right now everything remains in the preparation concepts stage and i require the innovative department to assist me it’s right now where i’m working on it i require it by might 23rd and it’s in highest concern i wish to send it and let me reveal you people how it is available in on the board webinar request test so it’s always going to enter into the first group which is essential to know and then it can be called concepts or demands coming in and after that i can simply go on take it and move it to a particular 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 group or another board depending upon how you describe your workflow just to ensure you men 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 write yes so i can get feedback while you guys are listening yay yes yes incredible awesome remarkable i’m glad you guys are listening and comprehend whatever great um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll review them too and now i’ll simply give like a quick introduction this is the person 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 likewise as a view we’ll get to that um quickly um dale you just ask presuming one form can populate numerous columns on one board yes dell you are right every column that you create can be almost every column you develop can be in a type view and people 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 priority one we named it top priority however it’s basically a ranking column um we have a. Monday Com And Salesforce Integration

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Monday Com And Salesforce Integration