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Integrate monday.com with Zoho CRM

Appy Pie Connect allows you to automate multiple workflows between monday.com and Zoho CRM

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  • Lightning Fast Setup
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About monday.com

Monday.com legally Monday.com Ltd., is a Cloud-based platform that allows companies to create their own applications and work management software.

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
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Best ways to Integrate monday.com + Zoho CRM

  • monday.com Integration Office 365 Integration

    Zoho CRM + Office 365

    Update Office 365 with new Zoho CRM contacts Read More...
    Close
    When this happens...
    monday.com Integration New Contact
     
    Then do this...
    Office 365 Integration Create Contact
    If you're looking for an easier way to add all your Zoho CRM contacts to Office 365, you have come to the right place. Set it up and every time a new contact is added in your Zoho CRM account, we will automatically add it to Office 365, keeping you free from repetitive manual work in the process. Enjoy the benefits of workflow automation, integrate Zoho CRM with Office 365 now!
    How It Works
    • A new contact is added in Zoho CRM
    • Appy Pie Connect adds it to Office 365
    What is Needed
    • A Zoho CRM account
    • An Office 365 account
  • monday.com Integration MailChimp Integration

    Zoho CRM + MailChimp

    Add Your Zoho CRM Contacts to MailChimp Read More...
    Close
    When this happens...
    monday.com Integration New Contact
     
    Then do this...
    MailChimp Integration Add/Update Subscriber
    This integration enables you to add your Zoho CRM contacts to MailChimp Newsletter List without any manual efforts. After setting up this integration, whenever you add someone to your Zoho CRM, Appy Pie Connect will automatically add that contact to your MailChimp newsletter list. This Connect is one of the smartest ways to grow your CRM list.
    How it Works
    • Someone new is added to your Zoho CRM
    • Appy Pie Connect will automatically add the info of that contact to your MailChimp mailing list.
    What You Need
    • A Zoho CRM
    • A MailChimp List
  • monday.com Integration MailChimp Integration

    Zoho CRM + MailChimp

    Create MailChimp Subscribers from New Zoho CRM Leads Read More...
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    When this happens...
    monday.com Integration New Lead
     
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    MailChimp Integration Add/Update Subscriber
    Automatically add new Zoho CRM leads to MailChimp by using our MailChimp – Zoho CRM integration. After setting this integration up, whenever a new lead is added to Zoho CRM, Appy Pie Connect will automatically add that lead to Zoho CRM as a new subscriber. Don’t wait! Try this Connect now and automate the tedious tasks in your workflow.
    How this MailChimp-Trello integration works
    • A new lead is created in Zoho CRM
    • Appy Pie Connect adds that lead to MailChimp as a new subscriber.
    What You Need
    • A MailChimp Account
    • A Zoho CRM Account
  • monday.com Integration Gmail Integration

    Zoho CRM + Gmail

    Create Draft to Gmail from New Contact in Zoho CRM Read More...
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    When this happens...
    monday.com Integration New Contact
     
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    Gmail Integration Create Draft
  • monday.com Integration Gmail Integration

    Zoho CRM + Gmail

    Send Email in Gmail when New Contact is created in Zoho CRM Read More...
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    Gmail Integration Send Email
  • monday.com Integration {{item.actionAppName}} Integration

    monday.com + {{item.actionAppName}}

    {{item.message}} Read More...
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    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
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    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect monday.com + Zoho CRM in easier way

It's easy to connect monday.com + Zoho CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • Column Value Changed in Board

    Triggers when a column value change in a specified Column.

  • New Board

    Triggers when a new board is created.

  • New Item in Board

    Triggers when a new item is created in board.

  • New Update in Board

    Triggers when a new update is posted on a board.

  • New User

    Triggers when a new user is created.

  • Specific Column Value Changed in Board

    Triggers when a specific column value changes in board.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    Actions
  • Archive Board

    Archives a board.

  • Archive Item

    Archive an item.

  • Change Multiple Columns Value

    Change multiple columns value of an item.

  • Create Board

    Creates a board.

  • Create Column

    Create a new column in board.

  • Create Group

    Create a new group in board.

  • Create Item

    Create a new item in board.

  • Create Update

    Create a new update.

  • Delete Group

    Delete a specific group from a board.

  • Delete Item

    Delete an item from the board.

  • Upload File to Specific Column

    Upload File to Specific Column

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How monday.com & Zoho CRM Integrations Work

  1. Step 1: Choose monday.com as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from monday.com to Zoho CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of monday.com and Zoho CRM

Since the time we stepped into the 21st century, we have seen a revputionary change in the way we do things; we have seen a lot of changes in the way business is done and the way people communicate. One such technpogy which has transformed the world of business is cloud computing. More and more companies are moving their operations to the cloud platform which allows them to access their services from anywhere and anytime, without having to invest in infrastructure.

In this article, I will be discussing one such firm, monday.com and how it integrates Zoho CRM.

Integration of monday.com and Zoho CRM is the main topic of this article.

monday.com can be defined as a free cloud based project management software. The company which offers this service is based in Germany and was founded in 2011. The company has its headquarters in Munich. Since its inception, this company has been providing project management sputions with the goal of making businesses easier to manage by improving their communication processes.

monday.com integrates with various other platforms, for instance it integrates with GitHub, Dropbox, Slack, Google Drive, Slack, Dropbox, etc. It also has an inbuilt integration with Zoho CRM, which means that data from monday.com can be imported into Zoho CRM and vice versa. This makes Zoho CRM even more powerful when compared to other CRMs available in the market today.

The aim of this integration is to combine the functionalities of both these applications so that users will have access to all the functionalities within one platform. For example, users can create new contacts, opportunities, leads, etc., in Zoho CRM using monday.com’s functionality. So if a user wants to create a new contact in Zoho CRM, he/she can use monday.com’s functionality to create a new contact in Zoho CRM.

Apart from this there are many other benefits of integrating these systems together. Some of them are outlined below:

Note. If you want to know more about this integration then please read my post on how to integrate monday.com with Zoho CRM (click here)

As technpogical advancements are made each day, it has become essential for companies to be on the latest technpogical trend so that they can ensure greater productivity along with reducing costs. I believe that monday.com’s integration with Zoho CRM will pave the way for more such integrations in future and bring happiness to both users and enterprises alike!

The process to integrate monday.com and Zoho CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.