Does monday.com integrate with Salesforce? (+8 features of Salesforce)

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Page last updated: 2/09/2022

In this article, we shall answer if monday.com integrates with Salesforce. We will also be describing the various steps to integrate your monday.com account with Salesforce. We shall additionally be explaining what Salesforce is and its features that are highly advantageous for management and employees alike.

Does monday.com integrate with Salesforce?

Yes, monday.com can easily integrate with Salesforce. Since the project management tool aims to make work smoother and easier for employees as well as management, there are plenty of useful integrations that organizations can use. Salesforce is one of these integrations which is a highly popular one.

Steps to integrate monday.com and Salesforce

In order to integrate your monday.com account with Salesforce, you need to follow the steps described below:

 Go to the board that you want to integrate with Salesforce and click on the ‘Integrate’ option. You can find this at the top right part of your screen. This will lead you to the Integrations Center from where you can choose ‘Salesforce’.

Does monday.com integrate with Salesforce? (+8 features of Salesforce)

Picture credit: monday.com

  • You can now see the recipes that are available for your monday.com and Salesforce integration. When you click on any recipe, you will be asked for your Salesforce subdomain. Enter the details in the space given and click on ‘Connect’ to allow the integration to take place.
  • Now you can go ahead and set up the integration as you please. You can also add filters and conditions that will pull out the required info from your boards.
  • In order to make it more effective, you can also create a two-way sync between monday.com and Salesforce. For this, you will need to set up a second recipe which will easily sync both these accounts.

What is Salesforce?

Salesforce is a simple Customer Relationship Management tool that is cloud-based. This platform is used by organizations of all sizes to improve the customer experience and also make work easier for the team members who deal with CRM issues. The platform helps in coordinating between sales, marketing and customer service in the organization.

Important features of Salesforce

Salesforce has a lot of great features that make it a very popular CRM tool. These features are explained below:

Improves the buying experience

Customers and clients are always looking for new ways to purchase items or services. They also want to see more options and be able to pay smoothly without any hiccups. With the help of Salesforce, the customers are allowed to have a one-touch payment experience, greatly improving the buying behavior.

Allows app building

Who does not like building apps? Building new apps can help organizations create multiple solutions for problems and also create solutions for future challenges and risks. In the Salesforce platform, app building is not only left up to the software developers. Anyone can build an app with the Salesforce lightning app builder.

Refines the marketing process

Even if an organization has a great product to offer, without marketing it cannot grow and develop. Marketing also needs to take many new turns to keep up with the behaviors and sociological components of customers. With the help of Salesforce, organizations can easily create marketing campaigns that can generate new customers and clients for their services.

Encourages team collaboration

Collaboration and communication are highly important for an organization to grow. With the help of effective collaboration, teams can discuss projects with each other, brainstorm and generate new ideas and also build healthy relationships with each other. Salesforce encourages and empowers collaboration through the use of its Salesforce chatter feature.

Informative dashboards

Dashboards on project management and work tools are meant to generate tons of information that the users will find handy and practical. With the help of these analytics and important data, teams can find loopholes in their workflows and also create ways to improve their effectiveness of work processes.

Useful templates

When project management tools contain useful templates, it makes work easier and efficient for team members and organizations. Templates can also reduce the workload for employees and give them a great starting point to build their products. Salesforce does by providing useful email templates that team members can make use of in their daily marketing campaigns.

Forecasts future performance

The organization should not only be aware of its current performance, but also know about the future performance, particularly related to sales. This helps the business adjust easily to new trends and challenges that might show up in the market. It can also help in preparing for problems ahead of time. With Salesforce, sales performance can strongly be predicted.

Makes work flexible

Employees are looking for organizations that emphasize on flexible working, both in working hours as well as remote working options. Since the Salesforce workspace can be accessed easily from any smart device, working becomes more efficient and coordinated. It is also a great help to leaders and managers who can keep better track of their teams and team members.

Conclusion

In this article, we shall answer if monday.com integrates with Salesforce. We will also be describing the various steps to integrate your monday.com account with Salesforce. We shall additionally be explaining what Salesforce is and its features that are highly advantageous for management and employees alike.

If you like this article, please post your questions and comments in the space below.

Citations

https://support.monday.com/hc/en-us/articles/360009513540-Salesforce-Integration

https://monday.com/integrations/salesforce

https://automate.io/integration/monday-com/salesforce

https://zapier.com/apps/monday/integrations/salesforce

https://www.getapp.com/customer-management-software/a/salesforce/compare/monday-com/

https://www.salesforce.com/in/products/sales-cloud/features/

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