How to connect Zoho CRM + monday.com
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- New ContactTriggers 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
- New LeadTriggers 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
- New Module EntryTriggers instantaneously when any entry is created in the specified module.Trigger
- New or Updated ContactTriggers 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
- New or Updated LeadTriggers 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
- New/Updated Module EntryTriggers instantaneously when any entry is created or updated in the specified module.Trigger
- New UserTriggers when a new active user is added to your Zoho CRM account.Trigger
- Updated Module EntryTriggers instantaneously when a module entry is updatedTrigger
- Zoho CRM
Add attachment to the slected Module entry
Scheduled
Action
- Zoho CRM
Add new tag to existing module entries
Scheduled
Action
- Zoho CRM
Convert an existing lead to contact and account
Scheduled
Action
- Zoho CRM
Creates a new entry in a module
Scheduled
Action
- Zoho CRM
Update existing entry in the selected module
Scheduled
Action
- Zoho CRM
Relates an entry in this module with an entry in another module
Scheduled
Action
- Zoho CRM
Create or update module entries
Scheduled
Action
- Zoho CRM
Finds an entry in a module
Scheduled
Action
- Zoho CRM
Create contact if contact does not exist
Scheduled
Action
- Zoho CRM
Create Lead if contact does not exist
Scheduled
Action
- Zoho CRM
Create module entry if entry does not exist
Scheduled
Action
- monday.com
Triggers when any column's value is changed in the selected board
Instant
Trigger
- monday.com
Triggers when an item is created in a specific board.
Instant
Trigger
- monday.com
Triggers when a new board is created.
Scheduled
Trigger
- monday.com
Triggers when a specific column's value changes in the selected board
Instant
Trigger
- monday.com
Triggers when a new update is posted on a board.
Instant
Trigger
- monday.com
Triggers when a new user joins your monday.com account.
Scheduled
Trigger
- monday.com
Archives a board
Scheduled
Action
- monday.com
Archives a specific group in a board
Scheduled
Action
- monday.com
Archives an item
Scheduled
Action
- monday.com
Update an item's name
Scheduled
Action
- monday.com
Change multiple column values of an item
Scheduled
Action
- monday.com
Creates a new board
Scheduled
Action
- monday.com
Create a new column in board.
Scheduled
Action
- monday.com
Creates a new group in a board
Scheduled
Action
- monday.com
Create a new Item in a board
Scheduled
Action
- monday.com
Create a new subitem in a item
Scheduled
Action
- monday.com
Create a new update.
Scheduled
Action
- monday.com
Delete a specific group from a board
Scheduled
Action
- monday.com
Delete an item from a board
Scheduled
Action
- monday.com
Duplicate a group with its items
Scheduled
Action
- monday.com
Upload File To Specific Column
Scheduled
Action
- monday.com
The column that you want to search for a specific value
Scheduled
Action
- monday.com
Returns the data for a all columns in the specific board
Scheduled
Action
- monday.com
Returns the data for a specific column in the board
Scheduled
Action
- monday.com
Returns the data for a specific file column in the board
Scheduled
Action
- monday.com
Returns the group name for a specific board
Scheduled
Action
- monday.com
Returns the subitems for a specific item in the board
Scheduled
Action
- monday.com
Returns the details for a specific user
Scheduled
Action
How Zoho CRM + monday.com Integrations Work
- Step 1: Authenticate Zoho CRM and monday.com.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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