Integrate Freshsales with Monday

Send information between Freshsales and Monday automatically, without writing any code, using Zoho Flow.

Build your own integrations between Freshsales and Monday

Connect Freshsales and Monday with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Freshsales and Monday using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created in the selected view

New deal

Triggers when a new deal is created in the selected view

New lead

Triggers when a new lead is created in the selected view

New account

Triggers when a new account is created in the selected view

Update posted

Triggers when an update is posted

Member added

Triggers when a new member is added

Item created in board

Triggers when a new item is created in the selected board

Board created

Triggers when a new board is created

All Actions - Actions are the automated tasks

Add note to lead

Adds a note to the selected lead

Create deal

Creates a new deal

Add note to contact

Adds a note to the selected contact

Create lead

Creates a new lead

Create contact

Creates a new contact

Convert lead

Converts a lead to contact

Update lead

Updates the details of an existing lead

Update contact

Updates the details of an existing contact

Fetch contact by email address

Fetches the details of a existing contact by email

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch lead by ID

Fetches the details of an existing lead by ID

Fetch lead by email address

Fetches the details of an existing lead by email

Create update

Creates an update for the selected item

Create board

Creates a new board

Create item

Creates a new item in the selected board

Update column values in item

Updates the value of a column in the specified item

Fetch user

Fetches the details of an existing user by email or ID

Fetch item

Fetches the details of an existing item by name or ID

Create or fetch tag

Fetches the details of an existing tag if it exists or else creates a new tag

Fetch board

Fetches the details of an existing board by board ID

What is Freshsales?

Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.

CRM

What is Monday?

Monday (previously Dapulse) is a project management tool that lets you manage everything from a single board. It also enables organizations to build custom workflow apps in a code-free environment.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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