Monday integration with all your tools thanks to the Monday API

Kurzbeschreibung

Monday is a comprehensive CRM software that impresses with its intuitive and clear interface. The CRM fulfills its promise of structure and overview through various views, such as Gantt charts or Kanban boards, as well as bright colors. In addition, the CRM can be adapted to the different requirements of companies: Sprints or product roadmaps for software teams are possible, as well as project planning, construction schedules or details about subcontractors for companies in the construction industry. There are 10 “sub-tools” in total: project management, marketing, CRM, task management, remote working, software development, creative, construction, computer science and human resources.

Monday also offers custom integrations with a wide range of applications: Office356, GSuite, Trello, Asana, Dropbox, Zendesk, and many more. We can significantly expand this list with Zapier and Integromat and create further connections through Monday's excellent API.

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Integriere

Monday CRM

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A CRM is at the heart of your customer processes: All important information and master data are collected here. That is exactly why it is so important that they are always up to date and accessible. With Monday integration, you get even more out of your CRM:

Improved business processes and optimal use of existing data
Save time for customer onboarding and administration
Standardised yet personalized customer journeys through various customer statuses
Increased customer satisfaction through integrated quality and retention management
Enormous growth potential through scaling

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Beispiele

Integrate emails with Monday:

Communication is most likely via email at some point in the project. It is therefore important that this exchanged information is also available in CRM. By integrating emails with Monday, new contacts can be transferred to Monday or the conversation history can be integrated into CRM so that the entire team is always up-to-date. If you add other tools, such as accounting, you save yourself the repetitive input of data there too.

Integrate task and project management:

Tools such as Asana or Trello for internal task and project management are often used, even though Monday itself offers such functions. Integration is no problem here either: New tasks, boards or projects can be created automatically from the information about a project as soon as a new contact or deal is created in Monday or vice versa: The information from your PM is automatically displayed in Monday.

Connect online appointments:

There are countless tools out there for making appointments online. Most offer automatic confirmation or reminder emails out of the box. But integration with Monday makes even more possible: Leads that book an appointment with you using software such as Calendly or Harmonizely are automatically created as a contact in Monday and are assigned a status. This means that no more leads are lost and you can optimally prepare yourself for the interview.

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