Monday Com And Salesforce Integration 2022

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 show you three particular on boards which are use cases for banner and landing page demands think about it more like innovative demands from designers material so on and so forth copywriters um a social media 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 show you an in e-mail marketing um integrity that we have with mailchimp and then i wish to reveal you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you people that as well and finally i’m going to show you control panels um so let’s start in a minute i simply want to pull up the um thing that i wished to show you people so i have it open and after that we’re going to begin incredible fine let’s begin and landing page request i’m assuming

 

you guys i’m simply gon na show um talk 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 discuss combinations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months however you can do this between clients or projects and it really simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool way to get a short before dealing with an imaginative request is utilizing the form so a kind essentially takes all your columns and makes it a link that other people can complete which they can submit 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 all right let me show you how to create a form however basically this form can be found in here and then the team lead of the creative style group or any other team can assign a certain designer to deal with it so let me reveal you men how to add a form and produce if anything is too quick 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 advise you men examine the view area since it’s just another way to show um all your items simply see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the form 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 provided the type they can publish this file if you want to require it you can constantly do a checkbox and after that they can’t submit the type without filling this information in so you can truly simply develop any column with anything that you people need when an innovative request is available in make it a type share the form sneak peek the show you men how a form appears like um the name of the request you desire you want to add a specific brief with a specific i know each company has a specific structure that

gantt charts project management tool monday.com alternatives

they utilize 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 kind 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 reveal you guys let’s fill it in and you can see um webinar request test i can include a particular declare example today whatever remains in the preparation ideas stage and i need the creative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it’s in greatest priority i want to send it and let me show you men how it is available 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 after that it can be called concepts or demands can be found in and then i can just proceed take it and move it to a particular group that i think it matters 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 detail your workflow simply to make sure 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 just compose yes so i can get feedback while you people are listening yay yes yes incredible incredible awesome i’m glad you people are listening and comprehend everything terrific 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 simply provide like a short summary this is the person column as you men understand we have our 7 core columns here and then 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 likewise as a view we’ll get to that um quickly um dale you just ask presuming one type can populate numerous columns on one board yes dell you are correct every column that you produce 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 fantastic so this is our column center what we use here is a concern one we called it concern however it’s essentially a rating column um we have actually a. Monday Com And Salesforce Integration

monday.com, task management, tool, software, prices, asana, apps, trello, kanban, microsoft, automations, option, crm, user, project management software, gantt charts, basecamp, business, button, api, kanban board, airtable, dashboard.

Monday Com And Salesforce Integration

Monday Com And Salesforce Integration 2022

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 show you three particular on boards which are usage cases for banner and landing page requests think of it more like imaginative demands from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i want 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 sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you guys that as well and finally i’m going to reveal you control panels um so let’s start in a minute i just want to pull up the um thing that i wished to show you guys so i have it open and then we’re going to begin incredible fine let’s start and landing page demand i’m presuming

 

you guys i’m just gon na show um speak about the fundamentals actually quickly but i’m sure you guys understand that this is a board each one of these are called each row and a group is called a product today we’re going to discuss combinations automations views and a lot more enjoyable things so the method i divided my board here is in between months but you can do this in between customers or jobs and it really just depends upon your workflow and the way 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 imaginative demand is utilizing the kind so a form basically takes all your columns and makes it a link that other individuals can complete which they can upload 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 create a type but essentially this type comes in here and then the group lead of the creative design group or any other team can appoint a particular designer to deal with it so let me show you guys how to develop and add a form if anything is too quick 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 advise you guys inspect the view area since it’s simply another way to show um all your products simply see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the type view and like i said it takes specific columns not the person column obviously but other columns that you can hide or make um viewable for the individual that is going to be provided the form they can publish this file if you want to require it you can always do a checkbox and after that they can’t submit the type without filling this info in so you can truly simply produce any column with anything that you men require when an innovative demand can be found in make it a kind share the kind sneak peek the program you men how a type looks like um the name of the demand you desire you want to add a specific short with a particular i understand 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 concern and so on and so forth um you can take this link after put one second let me click on the type 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 just reveal 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 is in the planning concepts phase and i require the imaginative department to assist me it’s right now where i’m working on it i need it by may 23rd and it’s in greatest concern i wish to submit it and let me show you people how it comes in on the board webinar request test so it’s constantly going to enter the very first group which is necessary to understand and then it can be called demands or concepts being available in and then i can just proceed take it and move it to a particular group that i believe it matters 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 group or another board depending on how you describe your workflow just to ensure you guys 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 compose yes so i can get feedback while you men are listening yay yes yes awesome remarkable remarkable i’m glad you guys are listening and comprehend whatever terrific um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll go over them too today i’ll just give like a quick overview this is the individual column as you guys know we have our seven core columns here and then 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 soon um dale you simply ask presuming one type can occupy several columns on one board yes dell you are correct every column that you create can be almost every column you create can be in a kind view and individuals can fill it out and it is available in as a product on the board fantastic so this is our column center what we use here is a concern one we called it concern however it’s basically a score column um we have a. Monday Com And Salesforce Integration

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

Monday Com And Salesforce Integration

Monday.Com And Salesforce Integration 2022

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 reveal you 3 particular on boards which are use cases for banner and landing page demands think of it more like creative demands from designers material so on etc copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to show you an in email marketing um stability that we have with mailchimp and after that i wish to show you a sneak a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that as well and lastly i’m going to reveal 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 after that we’re going to begin incredible fine let’s start and landing page request i’m presuming

 

you people i’m simply gon na show um speak about the essentials actually quickly but i make sure you people know that this is a board each 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 fun things so the method i divided my board here is in between months however you can do this in between jobs or clients and it really just 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 quick prior to dealing with an imaginative demand is utilizing the form so a type essentially 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 produce and i’ll okay let me show you how to produce a kind however basically this kind comes in here and then the team lead of the innovative design team or any other group can designate a specific designer to deal with it so let me reveal you men how to create and add a type if anything is too quick 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 advise you people check 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 form view and like i stated it takes particular columns not the person column obviously but other columns that you can hide or make um viewable for the person that is going to be provided the form they can submit this file if you wish 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 truly simply develop any column with anything that you people require when a creative demand comes in make it a type share the type sneak peek the program you men how a kind appears like um the name of the demand you desire you wish to include a particular brief with a specific i know each company has a certain structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you need it by the top 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 website copy it send it to whoever let’s simply make appearance i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can add a certain declare example today whatever remains in the planning concepts phase and i require the imaginative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it remains in highest top priority i wish to send it and let me show you guys how it can be found in on the board webinar demand test so it’s always going to enter into the very first group which is necessary to know and after that it can be called ideas or requests being available in and then i can simply go on take it and move it to a specific group that i think 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 describe your workflow simply to ensure 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 guys are listening yay yes yes incredible remarkable incredible i’m glad you guys are listening and comprehend whatever excellent um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them as well now i’ll just provide like a quick introduction 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 also on the product itself and also as a view we’ll get to that um soon um dale you simply ask presuming one form can occupy numerous columns on one board yes dell you are appropriate every column that you create can be practically every column you create can be in a kind view and people can fill it out and it is available in as a product on the board excellent so this is our column center what we use here is a top priority one we called it priority but it’s essentially a ranking column um we have actually a. Monday.Com And Salesforce Integration

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

file column and we have a tags column what i enjoy 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 show you people how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a particular task i’m working on i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i enjoy the tech college let me simply leave here [Music] all right 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 way i connected them together and did deadline mode is let me undo this so i might reveal you people get rid of due date mode essentially what i wish to do i want to set as due date i wish to take the status column but i might take any status column i have for example the. Monday.Com And Salesforce Integration