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Start with a template that brings monday.com and Zoho CRM together. Build enterprise-grade automation in minutes.

Our most popular template

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 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
Create items in monday.com for new or updated contacts in Zoho CRM
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Zoho CRM + monday.com

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How Zapier works

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

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Any Column Value Changed in Board" from monday.com.

Add your action

An action happens after the trigger—such as "Add Attachment" in Zoho CRM.

You’re connected!

Zapier seamlessly connects monday.com and Zoho CRM, automating your workflow.

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.

- Formula_columns_notice
- Board ID
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
Trigger
Instant
Try It

- Formula_columns_notice
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Action
Write

- Item ID
  Required
Action
Write
- Formula_columns_notice
- 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
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
- Parent Update ID
- User Mentions
- Team Mentions
- Include team mentions in body
- Board Mentions
- Project Mentions
Action
Write
- Item ID
  Required
Action
Write
- Board
  Required
- Item
  Required
- Include Updates?
Action
Write
- Formula_columns_notice
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Formula_columns_notice
- Board
- Item
  Required
Action
Search
- Formula_columns_notice
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board 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
Polling
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
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
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
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
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
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

- Formula_columns_notice
- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Formula_columns_notice
- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board ID
  Required
- Group ID
  Required
Action
Write
- Formula_columns_notice
- 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
- Formula_columns_notice
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
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
- Formula_columns_notice
- Board
  Required
- Item
  Required
- Group
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Formula_columns_notice
- Find_items_limit_notice
- Board
  Required
- Column to Search
  Required
- Include Subitems?
- Include Updates?
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- Formula_columns_notice
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board
  Required
- Group
  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
Polling
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
Polling
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
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

For AI agents & developers

Use monday.com and Zoho CRM with AI agents and code

Beyond Zap workflows. Call monday.com and Zoho CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose monday.com and Zoho CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Archive Board
Add Attachment

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger monday.com and Zoho CRM actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* monday / zoho-crm action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use monday.com and Zoho CRM

Add new Zoho CRM contacts to monday.com board

When a new contact is created in Zoho CRM, Zapier automatically creates a new item on a specified monday.com board. This organizes contact information in a visual way for easy team access, reducing duplicate data entries and improving collaboration.

Business Owner

Try it

Sync task updates from monday.com to Zoho CRM

When a task's status updates in monday.com, Zapier updates the corresponding entry in Zoho CRM. This ensures seamless information flow, aligning the IT helpdesk tasks in real-time across systems.

Try it

Notify marketing team about new leads in Zoho CRM

Whenever a new lead is created in Zoho CRM, Zapier sends a notification to your marketing team, ensuring immediate awareness of potential opportunities. This helps in prompt engagement to better nurture leads.

Marketing & Marketing Ops

Try it

Learn how to automate monday.com on the Zapier blog

Learn how to automate Zoho CRM on the Zapier blog

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.

Learn about AI automation

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.

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.

HelpHelp

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

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Connect monday.com and Zoho CRM to power AI-driven automation

Launch your first automated workflow

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

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

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

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

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

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

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

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

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

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

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

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

Update monday.com columns when new or updated Zoho CRM contacts appear

Create items in monday.com for new or updated contacts in Zoho CRM

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use monday.com and Zoho CRM with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use monday.com and Zoho CRM

Add new Zoho CRM contacts to monday.com board

Sync task updates from monday.com to Zoho CRM

Notify marketing team about new leads in Zoho CRM

Learn how to automate monday.com on the Zapier blog

Use Zapier's monday integration to streamline your work

Learn how to automate Zoho CRM on the Zapier blog

5 ways to use the Zapier Zoho CRM integration

Make work flow with AI

Frequently Asked Questions about monday.com + Zoho CRM integrations

Connect monday.com to Zoho CRM on the world's largest no-code automation platform