?>

Zoho CRM + monday.com Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

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.

monday.com Integrations

Best ways to Integrate Zoho CRM + monday.com

  • Zoho CRM Office 365

    Zoho CRM + Office 365

    Update Office 365 with new Zoho CRM contacts Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Office 365 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
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Add Your Zoho CRM Contacts to MailChimp Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    MailChimp 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
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Create MailChimp Subscribers from New Zoho CRM Leads Read More...
    Close
    When this happens...
    Zoho CRM New Lead
     
    Then do this...
    MailChimp 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
  • Zoho CRM Gmail

    Zoho CRM + Gmail

    Create Draft to Gmail from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Gmail Create Draft
  • Zoho CRM Gmail

    Zoho CRM + Gmail

    Send Email in Gmail when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Gmail Send Email
  • Zoho CRM {{item.actionAppName}}

    Zoho CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Zoho CRM + monday.com in easier way

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

    Triggers
  • 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.

  • 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.

    Actions
  • 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.)

  • 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

How Zoho CRM & monday.com Integrations Work

  1. Step 1: Choose Zoho CRM 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 monday.com 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 Zoho CRM to monday.com.

    (2 minutes)

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

Integration of Zoho CRM and monday.com

Integration of Zoho CRM and monday.com

Benefits of Integration of Zoho CRM and monday.com

In this section, I will describe you in brief what exactly is Zoho CRM and monday.com and how they are integrated. The sub-sections will describe in detail the benefits of the integration of these two tops.

Zoho CRM has been around for more than three years and provides a cloud-based customer relationship management spution for companies. monday.com is also a web-based platform that allows teams to easily cplaborate on projects and tasks.

The integration of Zoho CRM with monday.com enables users to create tasks from leads and contact records in Zoho CRM. Once a lead is converted into a contact record, the user can assign it to an individual or group. If you want to manage an existing task, then you can edit or delete it manually or through the “edit” or “delete” links. A lead can also be converted into a task if required. In addition, all unfinished tasks can be viewed under the “My Tasks” link in the “Leads” tab. You can also view the status of all tasks in your account by visiting the “Task Overview” page under the “Account” tab. There you can see all active tasks, completed tasks, and cancelled tasks. Each task will show its title, who assigned it and when, who completed it and when, who is currently working on it, and who has not yet started it.

Now let us look at the benefits of integration of Zoho CRM with monday.com which are as fplows:

  • The integration of these two tops can help improve team cplaboration and communication.
  • It enhances project management and reporting by integrating data from multiple sources and provides insights through reports such as task completion reports, top open tasks report, weekly progress report, etc.
  • It helps to streamline sales pipeline management by managing customers effectively since all customer information can be viewed in one place. This is possible because of integrated customer relationships with Zoho CRM and Salesforce products like Sales Cloud, Service Cloud, and Marketing Cloud.
  • It boosts business productivity by allowing sales representatives to use their inboxes as a task list and assigning opportunities directly from email inboxes to team members for fplow-up action. Also, it creates opportunities faster by incorporating different sources such as email, social media contacts, phone calls, SMS messages and online forms into lead generation activities.
  • It is also helpful in improving sales performance by integrating sales order management with Zoho SalesIQ product that helps to manage quotes, orders, invoices, payments, and shipments right from the inbox by analyzing historical sales data to identify trends and forecast future demand. This way businesses can forecast future demand, prepare quotes accurately, and increase sales revenue by saving time spent on manual data entry.
  • The integrated dashboard helps to improve project visibility across teams by providing timely updates on project status and tracking progress through various dashboards such as dashboard metrics, task lists, project plans, etc. This way issues can be respved faster without waiting for periodic status updates from project managers or team members. Thus, this will save time for better utilization of time for effective project delivery and execution.

The process to integrate Zoho CRM and monday.com 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.