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monday.com + Zoho CRM

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

Keep your monday.com boards in sync with your Zoho CRM contacts effortlessly. With this automation, whenever a new or updated contact is detected in Zoho CRM, the corresponding columns in your monday.com board will be updated accordingly. This seamless workflow ensures your team always has the latest contact information at their fingertips and eliminates manual data entry, saving time and effort.

Keep your monday.com boards in sync with your Zoho CRM contacts effortlessly. With this automation, whenever a new or updated contact is detected in Zoho CRM, the corresponding columns in your monday.com board will be updated accordingly. This seamless workflow ensures your team always has the latest contact information at their fingertips and eliminates manual data entry, saving time and effort.

  1. When this happens...
    Zoho CRMZoho CRM
    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.

    TriggerScheduled
  2. automatically do this!
    monday.commonday.com
    Change Multiple Columns Value

    Change multiple column values of an item

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho CRM triggers, actions, and 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
    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    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
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and 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
  • Zoho CRM triggers, actions, and search

    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
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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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.
Learn moreHelp

Related categories

  • Project Management

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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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