Monday.Com Zoho Integration 2022

This article is focused on answering Monday.Com Zoho 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 particular on boards which are usage cases for banner and landing page requests think about it more like imaginative demands from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i want to show you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you men that also and finally i’m going to reveal you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wanted to reveal you guys so i have it open and after that we’re going to begin amazing all right let’s start and landing page request i’m assuming

 

you guys i’m simply gon na reveal um speak about the fundamentals truly quickly however i make sure you men understand 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 enjoyable things so the method i divided my board here is between months however you can do this in between clients or jobs and it actually simply depends on 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 before dealing with an innovative demand is using the form so a form essentially takes all your columns and makes it a link that other people can complete 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 produce and i’ll okay let me reveal you how to create a kind but essentially this form comes in here and then the team lead of the innovative design team or any other group can assign a certain designer to work on it so let me reveal you people how to develop and include a type if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i advise you guys examine the view section due to the fact that it’s just another way to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the form view and like i said it takes particular columns not the individual column obviously but 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 wish to require it you can constantly do a checkbox and after that they can’t send the form without filling this info in so you can actually just produce any column with anything that you men require when an innovative request can be found in make it a form share the form preview the program you men how a kind appears like um the name of the demand you desire you wish to include a specific quick with a certain i know each business has a particular 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 second let me click on 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 simply reveal you guys let’s fill it in and you can see um webinar request test i can add a certain apply for example right now everything 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 might 23rd and it’s in greatest priority i wish to send it and let me show you men how it comes in on the board webinar demand test so it’s constantly going to enter into the very first group which is essential to understand and after that it can be called concepts or demands being available in and then i can just go on 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 group or another board depending upon how you outline your workflow simply to make certain you guys 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 amazing incredible remarkable i’m glad you people are listening and understand whatever great 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 also and now i’ll simply provide like a brief summary this is the person column as you men know we have our seven 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 soon um dale you just ask presuming one kind can populate several columns on one board yes dell you are proper every column that you develop can be almost every column you develop can be in a kind view and individuals 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 top priority but it’s generally a ranking column um we have a. Monday.Com Zoho Integration

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file column and we have a tags column what i love 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 browse facebook it’s going to do a cross board search let me show you guys 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 project i’m dealing with 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 super cool and i love i love 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 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 could show you people get rid of deadline mode basically 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 Zoho Integration