System integrations…most of us have been there. If you haven’t, don’t worry - they’re not daunting! First of all, if you’re not familiar with what an integration is, you’re basically syncing up one tool with another tool to feed/access data seamlessly from one platform to the other. Integrations are actually supposed to make your life easier, not more complicated. If you’re having to do manual work to access data from multiple tools after you’ve gone through an integration, something is off.
Let’s look at a practical example: you just got monday.com, but you also have Salesforce that your sales team is actively using to manage leads. You want to leverage this data and ensure it feeds into monday.com. This is a common integration our team at OrangeDot sees and can easily help with. So what does this look like? After you successfully set up the integration between monday.com and Salesforce, and when a new Lead is created in Salesforce, an item will be created in your monday.com board! You can also set up a two-way sync between the two platforms.
You may be asking…what are the benefits of setting up an integration? Doesn’t the data get messy? If you’re doing it the right way, integrations should streamline your data and make it more accessible across platforms. Integrations allow different tools to talk to one another. This is especially helpful with cross-functional teams. Your sales team may live in Salesforce, but your marketing team may primarily use monday.com…but the two teams still need information from each other. It’s just another way monday.com encourages collaboration and brings teams together.
If your team is at a point where you’re considering integrations but you’re not sure where to start, we can help you! It’s easy to get overwhelmed, especially if data and technology are not in your wheelhouse. If you have several tools, you can also work in phases and start with one integration. However you decide to approach it, we promise we’ll make it painless for you!
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