monday.com + Zoho CRM
Create items in monday.com for new or updated leads in Zoho CRM
Keep your monday.com projects current with fresh or updated leads from Zoho CRM. As soon as a renewed or new lead appears in Zoho CRM, an equivalent entry is instantly produced in monday.com. This automation ensures you never miss out on potential clients and promotes efficient lead tracking in your business operations.
Keep your monday.com projects current with fresh or updated leads from Zoho CRM. As soon as a renewed or new lead appears in Zoho CRM, an equivalent entry is instantly produced in monday.com. This automation ensures you never miss out on potential clients and promotes efficient lead tracking in your business operations.
- When this happens...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.
- 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
