Connect monday.com with Zoho CRM
Connect monday.com with Zoho CRM to scale and automate your operations.
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Automate monday.com and Zoho CRM with Pluga integrations
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monday.com and Zoho CRM
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Check out the available triggers and actions in the automation of apps monday.com + Zoho CRM
New item
For each created element on monday.com
Element ID
Element name
Creation date
Update date
Frame ID
Frame name
ID to group
Group's name
Group color
Element status modified
When the status of an element is modified on monday.com
Element ID
Element name
Creation date
Update date
Frame ID
Frame name
ID to group
Group's name
Group color
Create or update item
create or update an item on monday.com
Element name Required
Create or update deal
create or update a deal on Zoho CRM
Boost this flow in your workflow
With Pluga, you connect monday.com + Zoho CRM to build anything from the simplest integration to the most advanced flows, with several layers of logic.
- Basic 1
Pick the source app and the trigger
Choose which app starts the automation and which event works as the trigger. For example, "When the status of an element is modified on monday.com".
- Basic 2
Set the destinations and the actions
Select the apps that make up the flow with Zoho CRM and what Pluga should run automatically at each step. Example: "create or update a deal on Zoho CRM"
- Basic 3
Map the information
Point out, visually, which data from the source app should fill in each field of the destination action.
- Intermediate
Only move forward when it makes sense
Set "AND" or "OR" conditions so the automation only runs in the cases that matter
- Intermediate
Pause the flow for as long as you need
Set the automation to wait minutes, hours or days and resume the next action on its own
- Intermediate
Standardize data across apps
Adjust dates, numbers and characters to the format the next app expects to receive
- Advanced
Send data in several directions
Route each piece of data down the right path within a single flow, according to specific conditions
- Advanced
Add a code block
Run JavaScript or Python in the middle of the automation to transform data before the next step
- Advanced
Create loops
Take lists of items, go through each row and run the same action for every one of them
- Advanced
Use generative AI
Send data to an AI assistant or agent and use the response in the next step
- Advanced
Connect to (almost) any app
Send and receive data through a dedicated URL, and connect to apps that are not integrated with Pluga
- Advanced
Requests to external APIs
Query or send data to any external API inside your automation
monday.com
ProjectConnect monday.com to 133+ apps with Pluga and turn your work into a productive machine. Create tasks and cards automatically from what happens in other systems, update statuses without opening app after app and keep your team aligned around the same place.
Zoho CRM
CRMConnect Zoho CRM to 133+ apps with Pluga and turn your work into a productive machine. Register leads from every channel automatically, move deals along on their own, generate contracts and invoices, fire personalized follow-ups at the right moment and keep your pipeline always up to date.
