Monday.com legally Monday.com Ltd., is a Cloud-based platform that allows companies to create their own applications and work management software.
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
It's easy to connect monday.com + Zoho CRM without coding knowledge. Start creating your own business flow.
Triggers when a column value change in a specified Column.
Triggers when a new board is created.
Triggers when a new item is created in board.
Triggers when a new update is posted on a board.
Triggers when a new user is created.
Triggers when a specific column value changes in board.
Triggers when a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
Archives a board.
Archive an item.
Change multiple columns value of an item.
Creates a board.
Create a new column in board.
Create a new group in board.
Create a new item in board.
Create a new update.
Delete a specific group from a board.
Delete an item from the board.
Upload File to Specific Column
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
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!
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