monday.com + Zoho CRM
Create new items in monday.com when new module entries occur in Zoho CRM
Boost your productivity with this automated workflow. When a new module entry is added to Zoho CRM, an item will promptly be created in monday.com. This efficient process ensures your project management stays up-to-date with your CRM data, eliminating the need for manual data entry. Perfect for teams looking to streamline their operations and improve data accuracy.
Boost your productivity with this automated workflow. When a new module entry is added to Zoho CRM, an item will promptly be created in monday.com. This efficient process ensures your project management stays up-to-date with your CRM data, eliminating the need for manual data entry. Perfect for teams looking to streamline their operations and improve data accuracy.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- 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
