monday.com + Zoho CRM
Create items in monday.com from updated module entries in Zoho CRM
Update your project management effortlessly upon modifications in your customer relationship records with this workflow. When you make changes in Zoho CRM, the same can be mirrored in monday.com, connecting your sales and project management seamlessly. This efficient system enhances your work processes by eliminating manual data transfer, reducing errors, and ensuring your teams always have the most current information.
Update your project management effortlessly upon modifications in your customer relationship records with this workflow. When you make changes in Zoho CRM, the same can be mirrored in monday.com, connecting your sales and project management seamlessly. This efficient system enhances your work processes by eliminating manual data transfer, reducing errors, and ensuring your teams always have the most current information.
- When this happens...Updated Module Entry
Triggers instantaneously when a module entry is updated
- automatically do this!Create Item
Create a new Item in a board
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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.
Try ItModuleRequired
Try ItNew 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.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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.
Try ItNew 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.
Try ItModuleRequired
Try ItModuleRequired
Try It
