monday.com by Eligeo
This add-on allows you to integrate monday.com directly into your sales workflow
평점 없음
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설치
18
호환:
Sell
개발자
Eligeo Business Solutions
monday.com by Eligeo is an add-on that gives you direct visibility into your monday.com boards and items from your Leads, Contacts, Companies and Deals views.
You can use the integration to easily connect Leads between monday.com and Zendesk Sell so that you can collaborate with your internal work teams to ensure that you are getting the right details and information shared with your prospects.
If you’re about to close a deal with a client, you can also quickly initiate a new item in any board inside of monday.com allowing your factory or manufacturing plant to get on top of delivering the requested product or service right away.
This add-on is designed for those that use monday.com for project management, marketing and collaboration. It is built for those that want a tight integration between your operational and sales teams.
설치 방법
Once you have installed the App from the marketplace, you need to access the “Change Settings” for monday.com by Eligeo App.
You will need to configure the following:
API Token: You can access your API Token by visiting your API section in the Admin section of monday.com. You must use a monday.com Admin account to configure this App. https://subdomain.monday.com/admin/integrations/api
Subdomain: Specify the subdomain name that you use from monday.com here.
Use Sync Mode: There are two modes for monday.com by Eligeo. You can choose either depending on your specific use case.
Project Management Mode (Uncheck Use Sync Mode): This allows you to associate an entire board from monday.com against any Lead, Contact, Company or Deal.
Sync Mode (Check off Use Sync Mode): This allows you to associate a single item from a given board against any Lead, Contact, Company or Deal.
Board Id: If you choose Sync Mode, you must specify the ID from your board that you want all items to display from. You can find this ID by looking at the URL of your monday.com board:
https://subdomain.monday.com/boards/123456789 <--- This ID is what you need
After clicking Update, you will be able to access the settings inside of the different records inside of Zendesk Sell.
Please visit www.eligeo.com/zendesk for more information and support documentation.
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