Connect Zoho CRM to monday.com
We build integrations that let monday.com drive Zoho CRM: a change on a board runs an action in Zoho CRM.
What monday.com can do in Zoho CRM
Actions a change on a board can run in Zoho CRM.
| Action |
|---|
| Account |
| Create account |
| Create or update account |
| Delete account |
| Get account |
| Get many accounts |
| Update account |
| Contact |
| Create contact |
| Create or update contact |
| Delete contact |
| Get contact |
| Get many contacts |
| Update contact |
| Deal |
| Create deal |
| Create or update deal |
| Delete deal |
| Get deal |
| Get many deals |
| Update deal |
| Invoice |
| Create invoice |
| Create or update invoice |
| Delete invoice |
| Get invoice |
| Get many invoices |
| Update invoice |
| Lead |
| Create lead |
| Create or update lead |
| Delete lead |
| Get lead |
| Lead: Get fields |
| Get many leads |
| Update lead |
| Product |
| Create product |
| Create or update product |
| Delete product |
| Get product |
| Get many products |
| Update product |
| Purchase order |
| Create purchase order |
| Create or update purchase order |
| Delete purchase order |
| Get purchase order |
| Get many purchase orders |
| Update purchase order |
| Quote |
| Create quote |
| Create or update quote |
| Delete quote |
| Get quote |
| Get many quotes |
| Update quote |
| Sales order |
| Create sales order |
| Create or update sales order |
| Delete sales order |
| Get sales order |
| Get many sales orders |
| Update sales order |
| Vendor |
| Create vendor |
| Create or update vendor |
| Delete vendor |
| Get vendor |
| Get many vendors |
| Update vendor |
Recipes
Each recipe is one change and what it does on the other side.
When an item is created, create a lead in Zoho CRM
When a column value changes, update the deal stage in Zoho CRM
When an item moves to a new group, create a contact in Zoho CRM
Keep Zoho CRM as it is. We connect it to monday.com.
We build the integration around what you already have. Zoho CRM keeps doing the job it does for you today, and monday.com gets the data it needs to plan and track the work around it.
Before we build, we agree which system owns each record. The integration then carries data between Zoho CRM and monday.com, so nobody copies it by hand.
Nothing your team relies on has to be replaced.
We highly recommend Worktables. They took the time to listen to all of our challenges and created an integrated system to manage all aspects of our operations.
What stays the same
Zoho CRM stays as it is
The integration connects to Zoho CRM the way you use it today. It moves the data, and nothing you rely on has to change.
Each record lives once
We agree which system owns each record before we build, so there is one right copy, not two.
Data arrives on its own
When data needs to reach the other side, the integration carries it. No exports, no re-keying.
How we connect Zoho CRM to monday.com
-
Scope
We agree which system owns each record, which events should move it, and which board it lands on.
-
Build the workflow
We build the workflow that carries data between Zoho CRM and monday.com and logs every run.
-
Connect the board
We map each field to your columns, groups and statuses, and test on a copy of the board before it goes live.
-
Support
We watch it after launch, fix what breaks, and change it when your process changes.
Questions about connecting Zoho CRM
Do we have to replace anything?
No. Zoho CRM stays as it is, and so does monday.com. The integration carries data between them; it does not replace either one.
What if monday.com already offers an integration with Zoho CRM?
Then we start from what it covers. Where it does the job, we build on it; where your process needs more, we build around it.
Can we test it before it goes live?
Yes. We test on a copy of your board before the integration touches the live one.
Who looks after it once it is running?
We do. We watch it after launch, fix what breaks, and change it when your process changes. Every run is logged, so there is a record of what moved and when.
Tell us what Zoho CRM and monday.com should do together
Book a free call and walk us through your process. We'll tell you what the integration should do and how we'd build it.