Скачать или смотреть How to make Integration between Salesforce and Monday com | Explore the More Series

Under our Zordial Laboratory program "Explore the More”, we explored the "Integration between Salesforce & Monday.com"

Module: "Integrate Salesforce with Monday.com"

Use case : Enable seamless synchronization between Salesforce and Monday.com to improve team collaboration and automate data flow between sales and project management teams.

Features :
Real-time Data Sync: Keep Salesforce and Monday.com updated with real-time data synchronization.
Automated Workflows: Automate repetitive tasks and processes by setting up integration recipes.
Custom Field Mapping: Map fields between Salesforce and Monday.com to ensure accurate data transfer.
Two-Way Sync: Enable bidirectional data flow for updates from either platform.
Activity Tracking: Track sales activities and progress directly within Monday.com.
Centralized Dashboard: View Salesforce data alongside project tasks in a unified dashboard.
Notifications & Alerts: Set up custom notifications for updates and changes in Salesforce records.
Enhanced Collaboration: Facilitate better communication and collaboration between sales and project management teams.

Much Appreciated Arpit Jain for such wonderful presentation

Topics Covered:
Integration between Salesforce & Monday.com

Presented By:
Arpit Jain

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