Integrate monday.com with Zoho CRM to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from monday.com

A trigger is an event that starts your Zap and runs the workflow. For example, with monday.com, a trigger could be "Any Column Value Changed in Board."

A trigger is the event that kicks off your automated workflow.

Setup an action from Zoho CRM

An action is what takes place after the automation is triggered. For example, with Zoho CRM, the action could be "Add Attachment."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected monday.com to Zoho CRM

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Triggers and actions are the main components of every automated workflow.

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Set up your first integration

Quickly connect monday.com to Zoho CRM with a Zapier template.

Our most popular template

Create new items in monday.com when new module entries occur in Zoho CRM
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Zoho CRM + monday.com
Update Zoho CRM module entries when specific column values change in monday.com boards
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monday.com + Zoho CRM
Update multiple columns in monday.com when new module entries are added in Zoho CRM
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Zoho CRM + monday.com
Update Zoho CRM module entries when specific column values change in monday.com boards
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monday.com + Zoho CRM
Update Zoho CRM module entries when new updates occur in monday.com boards
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monday.com + Zoho CRM
Add tags to Zoho CRM for new items in monday.com boards
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monday.com + Zoho CRM

Create new items in monday.com when new module entries occur in Zoho CRM

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Zoho CRM + monday.com

Update Zoho CRM module entries when specific column values change in monday.com boards

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monday.com + Zoho CRM

Update multiple columns in monday.com when new module entries are added in Zoho CRM

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Zoho CRM + monday.com

Update Zoho CRM module entries when specific column values change in monday.com boards

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monday.com + Zoho CRM

Update Zoho CRM module entries when new updates occur in monday.com boards

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monday.com + Zoho CRM

Add tags to Zoho CRM for new items in monday.com boards

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monday.com + Zoho CRM

Update multiple columns in monday.com when new leads are added in Zoho CRM
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Zoho CRM + monday.com
Update monday.com columns when new or updated Zoho CRM contacts appear
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Zoho CRM + monday.com

Make work flow with AI

Level up your monday.com to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about monday.com + Zoho CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with monday.com and Zoho CRM

How do I set up an integration between monday.com and Zoho CRM?

To set up an integration between monday.com and Zoho CRM, we use triggers and actions. First, choose monday.com as your trigger app and define the specific event on Monday (such as a new item created or a column value change). Next, select Zoho CRM as your action app and determine what happens in Zoho when the Monday trigger occurs, like creating a new lead or updating a contact. Our platform guides you through mapping the fields between the two systems.

What triggers are available for Monday.com when integrating with Zoho CRM?

When integrating monday.com with Zoho CRM, you can use triggers like 'New Item Created', 'Item Updated', 'Status Changed', or 'New Task Added'. These triggers initiate actions in Zoho CRM such as creating records, updating fields, or posting comments.

Can I update existing records in Zoho CRM from Monday.com?

Yes, you can update existing records in Zoho CRM from monday.com. By setting an appropriate trigger in Monday (like 'Item Updated' or 'Status Changed'), you can configure an action in Zoho to update corresponding fields of an existing record.

Is it possible to synchronize contacts between monday.com and Zoho CRM?

Yes, synchronizing contacts between monday.com and Zoho CRM is possible. Use triggers such as 'New Contact Added' in Monday to create or update contact details automatically in Zoho CRM, ensuring data consistency across both platforms.

What should I do if my integration between Monday.com and Zoho CRM stops working?

If your integration stops working, first check if there are any changes to api authentication credentials for either platform. Make sure both nodes of the integration are correctly mapped and verify that all necessary permissions on both applications are active. You can also review our platform logs to identify any errors that need resolving.

How do I ensure data security when integrating monday.com with Zoho CRM?

Data security is paramount when integrating applications. Ensure that API tokens used for connecting both apps are secured and follow best practices like regularly updating passwords. Additionally, restrict access via roles within Monday.com and configure permissions wisely on who can view or modify data through integrations.

Do changes made in Zoho CRM reflect back in Monday.com automatically?

Generally, changes made directly in Zoho CRM do not reflect back automatically into monday.com unless a reverse integration is set up specifically for this purpose. Configure respective actions within our platform if such synchronization is required for your workflow needs.

Connect monday.com and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Connect monday.com and Zoho CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Board ID
  Required
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Scheduled
Try It
- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Action
Write

- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write

- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
  Required
Action
Write
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column ID
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related_Module
  Required
- Related Entry ID
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
  Required
Action
Write
- Module
  Required
- Field name
  Required
- New Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Scheduled
Try It
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column ID
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board ID
  Required
- Column ID
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
Action
Search
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- New Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- New Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write