monday.com is a cloud-based work operating system that enables teams to manage tasks, projects, and workflows. The platform provides a visual, customizable, and collaborative workspace for teams to manage their projects and workflows more efficiently. monday.com is used by various businesses across multiple industries, from small startups to large enterprises, including marketing, advertising, construction, healthcare, and more.
It can be integrated with hundreds of third-party applications, including popular tools like Slack, Google Drive, and Trello. One of these integrations is SpreadsheetWeb Hub. With the help of Make, SpreadsheetWeb, and monday.com can be integrated to allow users to connect the two platforms and automate data transfer between them.
Make is a cloud-based automation platform that enables businesses to connect various applications and automate their workflows. The platform provides a drag-and-drop interface that allows users to create customized automation workflows, or "scenarios," without coding or technical expertise.
Using Make to connect SpreadsheetWeb Hub applications to monday.com, users can create automated workflows that trigger actions in one platform based on events in the other. The scenarios to create are relatively simple to set up and can be customized to suit a variety of use cases. As a result, it can help businesses streamline workflows, reduce manual data entry, and increase efficiency. This article will focus on three use cases to show how to use SpreadsheetWeb's Monday.com integration for different purposes; Calculations, Lead generation and Quoting applications.
The first use case we will highlight is connecting a SpreadsheetWeb Hub application to a monday.com board with Make.
Spreadsheets are a popular solution for building business calculators. With SpreadsheetWeb, these calculators can be converted into interactive online calculators without any programming. Using Make.com, they can then be connected to monday.com boards.
With this integration, when data is entered in monday.com, a calculation against the SpreadsheetWeb application will be triggered, returning a set of calculated outputs to the same board in monday.com.
In this scenario, the end user will not need to leave monday.com throughout the entire process. The process can be completed in just a few minutes by creating a scenario in Make triggered by creating a new item on Monday.com. When a new item is created on Monday.com, the scenario will be triggered, and the corresponding cells will be updated with the correct values.
The second use case we will highlight is connecting a SpreadsheetWeb Hub application to a monday.com for lead generation with Make.
Lead management captures, qualifies, and nurtures potential clients or "leads" to convert them into paying clients. It is an important aspect of sales and marketing, as it helps businesses to identify and focus on the most promising leads and effectively guide them through the sales funnel.
Spreadsheets can be a useful tool for managing leads. Excel offers various formulas, functions, and built-in tools that can be customized and combined to create complex calculations and data models.
With SpreadsheetWeb Hub, it is possible to streamline the lead management process. With SpreadsheetWeb Hub, Excel-based calculators can be converted into interactive online calculators without programming. Using Make.com, they can then be connected to any monday.com to automate the lead management process.
This integration aims to push user-submitted data and calculation output to monday.com as a new lead by using a Make.com scenario.
The process can be completed in just a few minutes by creating a scenario on Make.com. Then, when a new record is created in SpreadsheetWeb, the scenario will be triggered, and the data from the record will be transferred to monday.com as a new lead. This integration can help businesses improve data accuracy and increase the efficiency of lead management efforts.
The third use case we will highlight is to embed pricing calculations into monday.com using Make.
One of the key functions of a sales team is to create sales quotes, a document that includes a detailed item-by-item price for products and services. An effective sales quote allows customers or leads to decide whether they want to work with or purchase items from that company.
Many businesses use Excel to build quoting applications since creating sales quotes for customers can be complex, depending on various factors like taxes, quantities, unit prices, and product combinations.
SpreadsheetWeb allows businesses to create professional sales quotes in minutes, not hours or days and impress their customers. With SpreadsheetWeb's Make integration, those pricing spreadsheets can be connected directly to monday.com, and the sales team can save time by producing quotes.
The goal is when quote data is added to monday.com; it will be sent to the SpreadsheetWeb Hub application that calculates the quote and will return the results to the same lead in monday.com
With this scenario, the end user doesn't need to leave monday.com for the entire process; the data will flow from monday.com to SpreadsheetWeb Hub to monday.com in a few minutes.
Monday.com is a powerful tool that helps teams streamline work, improve collaboration, and achieve better results. SpreadsheetWeb Hub is a no-code that allows users to create and manage custom web applications and workflows using spreadsheets. Connecting SpreadsheetWeb Hub Applications with monday.com via Make offers businesses that rely heavily on spreadsheets to empower different business operations quickly and cost-effectively without requiring developer support.