Zoho CRM + monday.com Integrations

How to connect Zoho CRM + monday.com

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Supported triggers and actions

What does this mean?

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
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
New Module Entry
Triggers instantaneously when any entry is created in the specified module.
Trigger
Instant
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
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
New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
Trigger
Instant
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Updated Module Entry
Triggers instantaneously when a module entry is updated
Trigger
Instant
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.