Monday.com and Zoho CRM automations

Ready-made scenarios where Monday.com and Zoho CRM work for you: pick one — a copy appears in your account and runs on its own.

58 scenarios

New Zoho CRM contacts — into Monday.com audiences
Contacts from Zoho CRM into Monday.com audiences
New Zoho CRM land in Monday.com by themselves
Text from chat photos, straight into a sheet
Data shaped to the table format — prepared automatically before writing
Accounting customers — into a spreadsheet every month
Multilingual product descriptions — from the photo
A weekly store sales total in a sheet
Accounting invoices — in a sheet on their own, in real time
CRM deals into a sheet — a pipeline snapshot
Lead scoring and routing: hot leads straight to sales
A site outage — a clear alert at once
Win back abandoned Shopify carts by email and in CRM
Orders from a table into your store — with customer confirmation
Contacts tagged by role and seniority — automatically
Refunds from your inbox: parse the email, check the order, answer the customer
Weekly store sales analysis with AI
A daily store sales snapshot — in your chat and in your sheet
Leads from a post's likes and comments — straight to your CRM
New store orders into a sheet — with analysis
Run your online store from your messenger
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
Client renewal reminders — ahead of time
Capture and route leads from every channel
Collect client reviews and summarize them to chat automatically
Category sales versus the previous period — delivered to your messenger
A sales leaderboard with a personal word to the team — automatically
Stockout forecasts and automatic supplier emails
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
Invoice intake with reading, risk checks and approval
Blog articles for your store's products — one for each
CRM deals synced to a sheet, with a daily email summary
Blog articles from store products — a draft for each
Shipping quotes delivered right in the customer chat
Your agency's real profit — in chat every day
Campaign and deal analytics — in one table
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Invoices from email into accounting, with approval
Tell customers their bug is fixed — the moment the issue closes
Incoming lead sorting and routing — automatically
A satisfaction survey after every deal, with replies sorted
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Emailed invoices — into your books, automatically
Open-house lead follow-up — a week-long touchpoint sequence on autopilot
A form order: invoice and client confirmation — automatic
Sort email leads and file them into the CRM — by importance
Feedback triage and customer replies — automatically
Invoices from orders and payment reminders — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot
Abandoned-cart recovery — email, SMS and a discount in sequence
An AI assistant over your CRM in any messenger
BANT call qualification and CRM handling — on autopilot