monday.com + Zoho CRM
Create items in monday.com for new or updated contacts in Zoho CRM
Keep your CRM contacts and project management tools in sync with this efficient workflow. When a new or updated contact is detected in Zoho CRM, a corresponding item will be created in your monday.com boards. This automation streamlines your client management process, ensuring that your team is always up-to-date with important client information.
Keep your CRM contacts and project management tools in sync with this efficient workflow. When a new or updated contact is detected in Zoho CRM, a corresponding item will be created in your monday.com boards. This automation streamlines your client management process, ensuring that your team is always up-to-date with important client information.
- When this happens...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.
- 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
