Bigin by Zoho CRM + Monday.com Integration

Integrate Bigin by Zoho CRM to Monday.com in one click, or tell Integrately AI how you want each deal handled. Track sales pipelines, create execution boards, update your projects, alert your team, and trigger follow-ups automatically.

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1.
  • Bigin by Zoho CRM
    Contact is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Contact is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Task is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Event is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Call is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Product is created in Bigin by Zoho CRM
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
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2.

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Ready Workflows Ready Workflows for Bigin by Zoho CRM + Monday.com Integration

Capture deals, organise projects, keep boards updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Bigin by Zoho CRM + Monday.com Integration

Create Monday.com item for new Bigin by Zoho CRM contact

Bigin by Zoho CRM and Monday.com are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Bigin by Zoho CRM, do you also create a item in Monday.com? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Activate
Bigin by Zoho CRM + Monday.com Integration

Create Monday.com item for new Bigin by Zoho CRM task

Bigin by Zoho CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Bigin by Zoho CRM. Monday.com is a great tool for this.

All you need to do is - integrate Monday.com with Bigin by Zoho CRM to create item in Monday.com automatically when certain task occur in Bigin by Zoho CRM. This can save you time by not having to manually create tasks in both systems.
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Activate
Bigin by Zoho CRM + Monday.com Integration

Create Monday.com item for new Bigin by Zoho CRM deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a item in Monday.com to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Bigin by Zoho CRM? Well now there is!

With our integration between Bigin by Zoho CRM and Monday.com, creating item in Monday.com is now easier than ever. Whenever a deal is created in Bigin by Zoho CRM, you can automatically create a corresponding item in Monday.com to keep your team up-to-date.
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Connect more apps to your Bigin by Zoho CRM + Monday.com flow

Connect supporting tools to sync lead data, notify your team across channels, and generate client documents once your workflows are running. Pick a combination and activate it in one click.

Bigin by Zoho CRM
Monday.com
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HubSpotHubSpot (8)
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PipedrivePipedrive (8)
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SlackSlack (8)
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GmailGmail (8)
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Google CalendarGoogle Calendar (8)
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PandaDocPandaDoc (8)
B
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Add every new Bigin by Zoho CRM deal to your Monday.com board, and create a matching contact in HubSpot.
New Bigin by Zoho CRM deals appear in Monday.com immediately while HubSpot logs the contact record, keeping your sales and delivery systems perfectly aligned.
B
M
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Log every new Bigin by Zoho CRM company in Monday.com, and create a company record in HubSpot.
New Bigin by Zoho CRM companies update your Monday.com workspace and HubSpot accounts database automatically.
B
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When a Bigin by Zoho CRM deal is updated, update the Monday.com item and sync the deal stage in HubSpot.
Deal updates in Bigin by Zoho CRM instantly modify your Monday.com board and keep HubSpot pipeline stages current.
B
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Create a HubSpot task for every new task in Bigin by Zoho CRM, and log it as a Monday.com update.
Bigin by Zoho CRM tasks generate corresponding HubSpot action items and post updates in Monday.com boards automatically.
B
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If a Bigin by Zoho CRM contact is updated, update the Monday.com item and refresh the contact in HubSpot.
Contact modifications in Bigin by Zoho CRM immediately update your Monday.com records and HubSpot profile details.
B
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When a Bigin by Zoho CRM deal is closed won, update the Monday.com board status and create a winning deal record in HubSpot.
Won deals in Bigin by Zoho CRM transition Monday.com project boards and log revenue records in HubSpot automatically.
B
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Use Claude to summarise new Bigin by Zoho CRM deals, create a Monday.com item, and log the brief in HubSpot.
Claude analyses new Bigin by Zoho CRM deals before creating structured Monday.com items and saving summaries in HubSpot.
B
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Turn every new Bigin by Zoho CRM deal into a Monday.com project item, create a HubSpot deal, and schedule a kickoff meeting in Google Calendar.
New Bigin by Zoho CRM deals create Monday.com project items, log HubSpot records, and schedule calendar sessions.

Supported triggers and actions for Bigin by Zoho CRM and Monday.com

Mix and match to build the exact automation you need

Bigin by Zoho CRM
Bigin by Zoho CRM Triggers & Actions
Contact is created in Bigin by Zoho CRM
Triggers the automation when a new contact is created
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Company is created in Bigin by Zoho CRM
Triggers the automation when a new company is created
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Company is updated in Bigin by Zoho CRM
Triggers the automation when a company is updated
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Contact is updated in Bigin by Zoho CRM
Triggers the automation when a contact is updated
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Deal is updated in Bigin by Zoho CRM
Triggers the automation when a deal is updated
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Deal is created in Bigin by Zoho CRM
Triggers the automation when a deal is created
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Task is created in Bigin by Zoho CRM
Triggers the automation when a new task is created
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Event is created in Bigin by Zoho CRM
Triggers the automation when a new event is created
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Call is created in Bigin by Zoho CRM
Triggers the automation when a new call is made
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Product is created in Bigin by Zoho CRM
Triggers the automation when a new product is created
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Create deal in Bigin by Zoho CRM
Generates a new deal with
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Search contact in Bigin by Zoho CRM
Finds and retrieves contact information
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Search company by field in Bigin by Zoho CRM
Finds information about a company
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Create contact in Bigin by Zoho CRM
Adds a new contact to the database
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Update contact in Bigin by Zoho CRM
Updates contact information with new details
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List contact deals by contact id in Bigin by Zoho CRM
Lists all deals associated with a contact by contact id
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Update deal in Bigin by Zoho CRM
Updates deal information based on new criteria or changes
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Search deal in Bigin by Zoho CRM
Retrieves and find a deal
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Search deal by ID in Bigin by Zoho CRM
Searches for a deal by its unique id
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Create company in Bigin by Zoho CRM
Generates a new company profile with given details
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Search company in Bigin by Zoho CRM
Finds information about a company
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Update company in Bigin by Zoho CRM
Updates company information
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Get company by ID in Bigin by Zoho CRM
Retrieves a company's details using its id
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Create task in Bigin by Zoho CRM
Creates a new task
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Search task in Bigin by Zoho CRM
Searches for a task
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Update task in Bigin by Zoho CRM
Updates the task with new information or changes
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Create call in Bigin by Zoho CRM
Initiates a call to the recipient
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Create event in Bigin by Zoho CRM
Adds a new contact to the contact list
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Update event in Bigin by Zoho CRM
Updates event details with the latest information
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Search event in Bigin by Zoho CRM
Conduct a search for events based on particular criteria
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Update product in Bigin by Zoho CRM
Updates product information
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Search product in Bigin by Zoho CRM
Searches for a product
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Create product in Bigin by Zoho CRM
Generates and launch new products
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Get contact by ID in Bigin by Zoho CRM
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Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
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Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
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Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
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Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
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Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
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Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
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Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
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Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
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Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
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Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
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Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
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Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
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Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
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Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
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Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
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Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
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Update is created in Monday.com
Triggers the automation when an update is created
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Board is created in Monday.com
Triggers the automation when a new board is created
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User joins in Monday.com
Triggers the automation when a new user joins the platform
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Move item to group in Monday.com
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Move item to board in Monday.com
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Update group in Monday.com
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Search multiple items in Monday.com
Locates and retrieves items information
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Get subitem by id in Monday.com
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Create item in Monday.com
Generates a new item
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Search item in Monday.com
Locates and retrieves particular item information
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Update item in Monday.com
Updates an item with new information
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Get item details by id in Monday.com
Retrieves detailed information of a item using its id
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Create subitem in Monday.com
Creates a new subitem
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Archive item in Monday.com
Store an item for future reference
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Delete item in Monday.com
Removes the selected item
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Create update in Monday.com
Creates a new update
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Create column in Monday.com
Adds a new column to a dataset or spreadsheet
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Upload file to specific item in Monday.com
Uploads a file to a item within a system
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Create board in Monday.com
Generates a new board
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Archive board in Monday.com
Archive board to store historical data
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Create group in Monday.com
Creates a new group based on particular criteria
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Duplicate group in Monday.com
Creates a copy of an existing group
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Delete group in Monday.com
Removes a particular group from the system
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Archive group in Monday.com
Archives a particular group for future reference
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Add user to board in Monday.com
Adds a user to a board
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Add user to workspace in Monday.com
Adds a user to the particular workspace
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Create tag in Monday.com
Generates a new tag
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Create workspace in Monday.com
Creates a new workspace
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Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
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Add team to board in Monday.com
Adds a team to the board
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Search subitem in Monday.com
Automatically searches for a specific subitem
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Update subitem in Monday.com
Automatically updates an existing subitem
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What can you automate with Bigin by Zoho CRM + Monday.com?

Streamline your lead-to-delivery lifecycle by connecting sales pipelines directly to project execution boards.

What you can automate?
🔄
Sync new sales deals to execution boards
Turn every new Bigin by Zoho CRM deal into a Monday.com project item the moment it is created, eliminating manual handoffs between sales and delivery teams.
📋
Capture every submitted deal field
Map complete deal notes, values, and contact details from Bigin by Zoho CRM straight into separate Monday.com item columns instead of basic summaries.
🔔
Alert teams the second deals arrive
Notify your project or sales channel instantly whenever a new opportunity is created in Bigin by Zoho CRM and added to Monday.com.
🔀
Route deals based on submitted criteria
Create priority project items in Monday.com for enterprise deals while routing standard opportunities to regular delivery boards.
📝
Keep project boards updated automatically
Reflect deal stage changes, updates, and modifications from Bigin by Zoho CRM directly onto your Monday.com items in real time.
🔍
Prevent duplicate records across platforms
Search existing company and contact records before creating new items in Monday.com, keeping your workspace clean and organised.
✅
Handle later status changes and won deals
Trigger milestone actions, project kickoff tasks, and status updates whenever a Bigin by Zoho CRM deal is marked won or closed.
🔌
Extend flows to connected third-party tools
Connect Bigin by Zoho CRM and Monday.com workflows to Slack, HubSpot, or Gmail to notify stakeholders and log client communications.
And much more...

Who is Bigin by Zoho CRM + Monday.com integration for?

Connecting Bigin by Zoho CRM and Monday.com helps sales and project teams align pipeline stages with delivery boards without manual handoffs.

Performance and sales managers
Performance and sales managers
Sales representatives
Sales representatives
Account and project managers
Account and project managers
Operations coordinators
Operations coordinators
Delivery leads
Delivery leads
Admin and finance teams
Admin and finance teams
📈
Performance and sales managers
You review pipeline reports to forecast monthly revenue, but your metrics are delayed because sales deals must be manually re-entered into project boards — this integration means every new deal lands in Monday.com instantly and your performance numbers stay accurate.
⚡
Sales representatives
You close new opportunities in Bigin by Zoho CRM and need project execution teams to start immediately, but handoffs get stuck in chat threads — with this integration, every won deal creates execution items automatically and your team gets notified without delay.
🤝
Account and project managers
You answer to clients who expect project boards to reflect their latest deal requirements, but manual transcription causes errors — this integration means every pipeline update populates your boards accurately and your client deliverables match their contracts.
📊
Operations coordinators
You handle high volumes of incoming client records and struggle to keep project tracking boards in sync with CRM updates — automating both apps means every record matches across systems and your team avoids repetitive transcription work.
🚀
Delivery leads
You depend on sales representatives to hand over completed deal specifications before starting execution, but details often go missing — this integration means every pipeline stage change triggers instant project creation with all submitted fields intact.
🗂️
Admin and finance teams
You maintain audit trails across customer pipelines and project deliverables, but manual data entry leaves gaps in your history — connecting these apps means every activity and deal update is recorded reliably across both tools.
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Why choose Integrately to automate Bigin by Zoho CRM + Monday.com

Build and manage your Bigin by Zoho CRM + Monday.com automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Bigin by Zoho CRM + Monday.com with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Bigin by Zoho CRM to Monday.com?
Frequently Asked Questions
You can connect Bigin by Zoho CRM to Monday.com in one click using pre-built workflows or Integrately AI. Start from the Bigin by Zoho CRM and Monday.com integration, connect your accounts, and activate your workflow instantly with 24/5 live chat support available.
Can I automatically create Monday.com items when new Bigin by Zoho CRM deals are created?
Frequently Asked Questions
Can I connect Bigin by Zoho CRM, Monday.com, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bigin by Zoho CRM and Monday.com?
Frequently Asked Questions
How does Bigin by Zoho CRM handle deal data during integration?
Frequently Asked Questions
Can I update Monday.com items when Bigin by Zoho CRM contacts change?
Frequently Asked Questions
Do I need coding skills to automate Bigin by Zoho CRM and Monday.com?
Frequently Asked Questions
Is the Bigin by Zoho CRM and Monday.com integration free?
Frequently Asked Questions
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Monday.com
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Sync Monday.com with project management, tracking, and reporting tools to keep your team workflows aligned across your stack.
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