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How to connect Monday and Zoho CRM
Create a New Scenario to Connect Monday and Zoho CRM
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Zoho CRM will be your first step. To do this, click "Choose an app," find Monday or Zoho CRM, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the Zoho CRM Node
Next, click the plus (+) icon on the Monday node, select Zoho CRM from the list of available apps, and choose the action you need from the list of nodes within Zoho CRM.
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Authenticate Zoho CRM
Now, click the Zoho CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho CRM settings. Authentication allows you to use Zoho CRM through Latenode.
Configure the Monday and Zoho CRM Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Monday and Zoho CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Monday, Zoho CRM, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Monday and Zoho CRM integration works as expected. Depending on your setup, data should flow between Monday and Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Monday and Zoho CRM
Monday + Zoho CRM + Slack: When a new item is created in Monday, a corresponding opportunity is created in Zoho CRM. The sales team is then notified in Slack with a link to the new opportunity.
Zoho CRM + Monday + Google Sheets: When a deal is created or updated in Zoho CRM, a corresponding project is created in Monday. The deal details, including its status and value, are then recorded in a Google Sheet for reporting purposes.
Monday and Zoho CRM integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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About Zoho CRM
Connect Zoho CRM to Latenode and automate your sales processes. Automatically update records, trigger email sequences, and sync data with other apps. Streamline lead management and reporting by combining Zoho CRM's features with Latenode's visual editor, AI assistance, and custom code options. Scale workflows affordably with flexible execution-based pricing.
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See how Latenode works
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FAQ Monday and Zoho CRM
How can I connect my Monday account to Zoho CRM using Latenode?
To connect your Monday account to Zoho CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and Zoho CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Monday items as Zoho CRM leads?
Yes, you can! Latenode allows you to seamlessly sync new Monday items as leads in Zoho CRM. This ensures your sales team instantly receives new prospect information, streamlining follow-up and boosting conversion.
What types of tasks can I perform by integrating Monday with Zoho CRM?
Integrating Monday with Zoho CRM allows you to perform various tasks, including:
- Create new Zoho CRM leads when new items are created in Monday.
- Update Zoho CRM contacts when corresponding items are updated in Monday.
- Automatically generate Zoho CRM tasks when a Monday item reaches a specific status.
- Sync Monday project updates to Zoho CRM for improved team visibility.
- Trigger Monday notifications upon successful creation of a Zoho CRM record.
HowdoesLatenodehandlecomplexdatatransformationsbetweenMondayandZohoCRM?
Latenode offers advanced data transformation capabilities, including JavaScript code blocks and AI functions, to handle intricate data mapping and cleansing between Monday and Zoho CRM.
Are there any limitations to the Monday and Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time updates depend on the polling interval set within your Latenode workflow.
- Complex data transformations might require some JavaScript coding knowledge.
- Rate limits imposed by Monday and Zoho CRM APIs can affect large data transfers.
