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.
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 IntegrationsIt's easy to connect Zoho CRM + monday.com without coding knowledge. Start creating your own business flow.
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.
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.
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.)
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
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
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:
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