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monday.com + Zoho CRM

Create monday.com items for new Zoho CRM leads to streamline lead tracking

Effortlessly manage your incoming leads with this Zoho CRM to monday.com workflow. When a new lead is added in Zoho CRM, it will create a corresponding item in your monday.com board, ensuring smooth organization and tracking. Save time and streamline your lead management process with this seamless automation.

Effortlessly manage your incoming leads with this Zoho CRM to monday.com workflow. When a new lead is added in Zoho CRM, it will create a corresponding item in your monday.com board, ensuring smooth organization and tracking. Save time and streamline your lead management process with this seamless automation.

  1. When this happens...
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
  2. automatically do this!
    Zoho CRMZoho CRM
    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.

    TriggerScheduled
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Supported triggers and actions

What does this mean?
    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Scheduled
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Action
    Write
monday logo
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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