Integration with Monday.com
under review
Kirk Chisholm
marked this post as
under review
Kirk Chisholm
This integration has been put on hold. We're still in beta, but we found out very quickly that the structure of Monday requires much more work to deal with customized fields. The bete integration does work, and you're able to search and import contacts (depending on how you've configured your Monday account). You can still request to have it turned on, but we're going to pause further development until the end of the year.
M
Matt Rodenbaugh
Hi Kirk, We are very interested in this, I have someone in my office who is specifically tasked with working on this system would love to work with Portal on any beta processes for this. We are looking to develop our own project management process with Portal being the first step in our process. Let me know if we can connect on this and any other project management projects portal is working on. Kirk Chisholm
Kirk Chisholm
Matt Rodenbaugh Hey, Matt! Justin will reach out to you.
Kirk Chisholm
marked this post as
in progress
We've started the initial integration with Monday.com, which will allow you to pull contact info into Portal when creating Proposals.
After feedback we'll move to integrate with their 'Deals' (like we've done already for Zoho).