monday.com for Zendesk Sell
Interactive task management directly from Zendesk Sell
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monday.com for Zendesk Sell is a free solution that allows you to connect boards and items from monday.com directly into Zendesk Sell. You can now kick off projects directly from Zendesk Sell into monday.com.
- Widget Available within Leads, Contacts, Companies and Deals
- Project Management mode displays all items from a board in a widget
- Sync Mode allows all columns from a specific item to be displayed in a Widget
- Filter any status column from within Zendesk Sell
- All updates available instantly within Zendesk Sell from monday.com
- All comments and notes with user information specified in the widget
- Ability to create new boards and new items from monday.com
- monday.com Automations can be initiated from Zendesk Sell
Two modes of integration available
Project Management Mode or Sync Mode
Project Management Mode
You can connect or create an entire board directly from Zendesk Sell. You can filter any of the items from your board by any status column that you’ve created in monday.com.
Sync Mode
In Sync Mode you can associate a single board with your entire Zendesk Sell instance. This will allow you to see all of the columns from monday.com.
All updates and comments made to your items will also be visible from Zendesk Sell.
Frequently Asked
Questions
Where do I access my monday API key?
To access the API key you need to be an admin on your monday.com account. In the admin section, there is an area titled API. Once there you can copy the key and put it in the space on Zendesk sell.
Why can’t I filter by date for items while in project management mode?
Only the item name and status column can be used for filtering.
Why can’t I add an update to an item on monday from Zendesk Sell?
Currently, monday.com’s API does not allow for this so you can only see updates or use the external link to access the item and add an update there.