monday.com has quickly become one of the world’s most popular tools. From project management to using the platform as a CRM tool, monday.com can be tailored to your business in hundreds of different ways, thanks to their handy integration features.
Thanks to 21st-century technology, today’s business world enjoy a wide range of choices when it comes to project management software, which means operating them all at once can become tricky. Luckily for us, monday.com has many integrations available that can be linked to the software and improve its capabilities as a project management tool. This means all of your favorite workflow apps can be utilized in one single place.
Today’s post is going to look at some of the best monday.com integrations that you can implement and how they can help streamline your business processes.
What is monday.com?
monday.com, put simply, is a cloud-based platform allowing companies to create their own work management software. The operating system (Work OS) allows businesses all over the world to run projects and workflows with confidence. It’s a simple system, but intuitive, shaping workflows, adjusting to shifting needs, creating transparency, and allowing you to connect collaboratively.
It is a visual and intuitive platform, allowing you to view all your projects and tasks with a single glance. It also eliminates email threads and unnecessary meetings. All communication is centralized in one single place, ensuring you never miss any key information.
In addition to all of this, with monday.com you can integrate your favorite tools, apps, and platforms, making your workload as streamlined as possible. You can enjoy everything you need, all in one place!
So, you may be asking, does monday.com integrate with QuickBooks? Or, does monday.com integrate with Salesforce? Let’s look at some of monday.com’s top integration features and how you can use them in your business.
Want to try this popular tool? Here’s a link to start a free trial:
What are monday.com’s top integrations?
monday.com Salesforce Integration
If you’re not familiar, Salesforce is a process management tool that helps track leads and manages sales processes from start to finish. Luckily, monday.com allows Salesforce integration. This means you can streamline your customer relationships by incorporating valuable lead information into monday.com.
How to add Salesforce to your workflow:
Step 1 – On your chosen board, click on the ‘Integrate’ button on the upper right-hand corner of your screen. Listed here will be all the apps that integrate with monday.com, so go ahead and choose ‘Salesforce’.
Step 2 – You will now see all the recipes that are available for integration. Once you choose one, you will be asked to enter your Salesforce subdomain.
Step 3 – Once you’ve entered this, you will be ready to set up your integration!
It’s important to remember that Salesforce does have a connection limit. For each object type, you are only allowed less than 90 recipes. Once you hit this limit, you will be unable to create a new integration recipe.
Looking for more information? Request a Salesforce consultation from the experts at Sphere Partners.
monday.com Shopify Integration
Shopify is an e-commerce platform POS system, offering retailers a suite of services to operate their online stores. The monday.com allows integration allows you to track products, orders, and your inventory.
Users get notifications letting them know that an order has been made, and when integrated with monday.com, means they can coordinate with their team to ensure that the necessary steps are taken to prepare the order. Shopify’s integration also makes it possible to track the shipment. It also gives alerts to relevant teams for low inventory and out-of-stock items.
How to integrate Shopify to your workflow:
Step 1 to monday.com Shopify integration – On your chosen board, click on the ‘Integrate’ button on the upper right-hand corner of your screen. Listed here will be all the apps that integrate with monday.com, so go ahead and choose ‘Shopify’.
Step 2 – Once you click on the banner, you will see all the recipes monday.com offers. Once you click your chosen one, you will be able to connect your Shopify account.
monday.com Zendesk Integration
Zendesk is a popular ticketing platform, helping you improve relationships with customers by providing them with a seamless experience. With this monday.com integration, you can streamline valuable user requests to your entire company.
Zendesk is beneficial for customer support. Tickets are automatically converted into engineering tasks for your team. The integration can also be used for user feedback which, in turn, is turned into product insights. It also allows users to create tickets directly within monday.com.
How to integrate Zendesk to your workflow:
Step 1 to monday.com Zendesk integration – On your chosen board, click on the ‘Integrate’ button on the upper right-hand corner of your screen. Listed here will be all the apps that integrate with monday.com, so go ahead and choose ‘Zendesk’.
Step 2- Once you click on the integration banner, you will see recipes offered in terms of integration between both platforms. Once you choose your recipe, you will be able to enter your Zendesk subdomain account name, and you’re good to go!
monday.com Slack Integration
Slack is one of the most popular communication tools for monday.com. By integrating Slack into your workflow, you instantly make it easier for teams to communicate with each other whilst keeping up to date with changes and progress.
When a status is changed or a task is created, one simple message on Slack ensures everyone receives this update. Alongside this, due dates are updated on monday.com and relevant notifications are sent through Slack. This removes any need for tedious and time-consuming meetings, as everyone is kept updated.
How to integrate Slack into your workflow:
Step 1 to monday.com Slack Integration – On your chosen board, click on the ‘Integrate’ button on the upper right-hand corner of your screen. Listed here will be all the apps that integrate with monday.com, so go ahead and choose ‘Slack’.
Step 2- Once you have clicked on the Slack integration banner, you will be presented with 6 recipes monday.com offers:
- When date arrives, notify in channel
- When item is created, notify in channel
- When a status changes to something, notify in channel
- When a column changes, notify in channel
- When an update is posted in this item, send it to channel
- When any update is posted, send it to channel
Step 3- After clicking on one of the recipes you’ll need to connect your monday.com account to your Slack account before authorizing permission to connect both accounts. Once you’ve done this, Slack should be integrated perfectly!
monday.com Trello Integration
monday.com Trello integration has never been easier!
If you’re not familiar, Trello is a unique, list-making application. When integrated with monday.com, project lists from Trello are automatically carried over to monday.com. This stops manually copying and pasting Trello cards into monday.com, which can often be time-consuming and halt productivity.
With this integration, whenever a card is added to one of your Trello boards, it automatically adds as an item to your monday.com boards.
How to integrate Trello to your workflow:
Step 1 to monday.com Trello integration – On your chosen board, click on the ‘Integrate’ button on the upper right-hand corner of your screen. Listed here will be all the apps that integrate with monday.com, so go ahead and choose ‘Trello’.
Step 2 – Choose the most relevant recipe you’d like to connect between the two platforms and connect your Trello account via the API token. (Make sure you’re logged into the correct account and click ‘allow’ if everything is correct.
Step 3- Copy and paste the API token into the bar within monday.com
Step 4- Set up the recipe for both boards. Make sure you choose all of the proper fields based on the column structure of your monday.com boards. And you’re all set up!
Does monday.com integrate with QuickBooks?
Unfortunately, monday.com Quickbooks integration is not possible as of yet. However, after much customer interest in this integration, monday.com announced in late summer 2021, that they were working on an integration feature. It is allegedly on the roadmap to be released at the end of this quarter.
If the current integration systems aren’t of interest to you, it is possible to build your custom integration. If you need help building custom integrations, monday.com has an option for paid assistance! You simply need to fill out a form and someone will be in touch.
There are hundreds of third-party apps and programs you can implement into your monday.com workflow, allowing you to streamline work processes with all your favorite programs in one place.
In conclusion, monday.com is an efficient and effective way to manage projects and streamline work processes. Users will get much more from monday.com’s features by integrating the app with third-party applications. Hopefully, this post has given you some insights into improving your team’s productivity and maximizing workloads with monday.com’s integrations!
