Monday.com is a work operating system (Work OS) that allows teams to manage projects, workflows, and processes in one place. One of the key features of Monday.com regarding project management tools, is its ability to integrate with other tools and platforms that teams use on a daily basis. In this blog post, we will explore how Monday.com integrations work and how they can help you streamline your work, save time, and make team collaboration better.
Monday.com integrations are predefined flows that connect Monday.com with external platforms, such as Slack, Gmail, Zoom, Jira, and more. These integrations allow you to sync data in real time, automate actions, and communicate in context without leaving Monday.com.
For example, you can use the Slack integration to share updates and files in Slack channels from directly inside Monday.com. Or you can use the Zoom integration to set Zoom calls within any Monday.com board to communicate in context. Or you can use the Jira integration to collaborate widely across different departments on any project.
Monday.com has integrated around 200 apps, you can explore them in the Monday.com integrations marketplace.
Monday.com integrations can help you work smarter, faster, and better by:
To set up an integration, follow these steps:
You can also edit or delete an existing integration by clicking on the Apps button and choosing the Installed apps option.
When installed, you can set up automations to maximize productivity and steer away from redundant tasks by setting up automations. For more, you can check this article about automations.
To integrate Salesforce into Monday.com, you will need to be subscribed to the enterprise plan in Monday.com and also to the enterprise or unlimited plan in Salesforce.
As costs can be high for the integration between Salesforce and Monday.com, you might want to consider the Monday.com CRM platform solution. It will depend on your company needs, if you want a free assessment, you can contact us.
Before you start, make sure to do the integration connection with the credentials of the Office 365 global administrator, the global administrator should also be in the team you want to integrate. This will be only necessary for the connection, after that, anyone can build the integration in Monday.com.
Keep in mind that you will be able to connect team channels, chats are not supported yet by Monday.com.
Monday.com worked in a new Jira integration that overrides the old one. In this new version, you will not need to have admin credentials to do the connection between Jira and Monday.com. Also it just has one recipe, but that one recipe will allow you to create several small recipes so you can configure the integration properly.
Monday.com integrations can be confusing when setting them up. Our experts can structure your Monday.com environment, customize your integrations, and train your team on how to use them effectively.
Ensure your integrations run smoothly and securely with our ongoing support and maintenance. Schedule a complimentary assessment call with our experts. We have helped clients across various industries and sectors to leverage their business.
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