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

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Zapier makes it easy to integrate monday.com with Zoho CRM - no code necessary. See how you can get setup in minutes.

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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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.

Practical ways you can use monday.com and Zoho CRM

Revenue growth tracking

Track and monitor revenue growth, cost analysis, and market dynamics to make data-driven decisions for business scaling.

Business Owner
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System monitoring and security

Implementation of network and security monitoring tools to ensure system reliability and continuous threat assessment.

IT
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Campaign performance analysis

Analyze the performance of marketing campaigns, including ROI evaluation and audience engagement metrics monitoring for optimizing future efforts.

Marketing & Marketing Ops
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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.

triggers, actions, or triggers and actions
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Group Names to trigger on
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
    • Item_created_in_board_copy
    • Board ID
      Required
    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search
    New Board

    Triggers when a new board is created.

    Trigger
    Polling
    Try It
    • Board ID
      Required
    • Column IDs
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It

Learn how to automate monday.com on the Zapier blog

Learn how to automate Zoho CRM on the Zapier blog

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monday logo
About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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About Zoho CRM
Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
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