AI-native automation
Automate work across
Monday and 
Zoho CRMwith Caddi AI Agents.
Automate anything you do across Monday, Zoho CRM, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect Monday and Zoho CRM
Connect Monday to Caddi
Allow1Sign in to Monday
One click with your own Monday login. No API keys.
Connect Zoho CRM to Caddi
Allow2Sign in to Zoho CRM
The same click again. Both tools are connected.
Create lead in Zoho CRM when new item in Monday.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
What Caddi is and how it works
An AI teammate that runs your back-office loops.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations
Practical ways to use Monday and Zoho CRM together
- 01
Create lead in Zoho CRM when new item in Monday.
Caddi watches Monday for new item and create lead in Zoho CRM. No copy-paste, no missed records.
- 02
Create item in Monday when new lead in Zoho CRM.
Caddi watches Zoho CRM for new lead and create item in Monday so the two systems stay in lockstep.
- 03
Create deal in Zoho CRM from Monday events.
When item updated happens in Monday, Caddi create deal in Zoho CRM with the right context attached.
Actions Caddi can take across Monday and Zoho CRM
- Monday
New item
Triggers when a new item is added to a board.
- Monday
Item updated
Triggers when an item's columns change.
- Monday
Status changed
Triggers when an item's status moves to a new value.
- Monday
Create item
Add a new item to a board with column values.
- Monday
Update item
Modify column values on an existing item.
- Monday
Move item to group
Move an item between groups within a board.
- Zoho CRM
New lead
Triggers when a new lead is created.
- Zoho CRM
New deal
Triggers when a new deal is created.
- Zoho CRM
Module record updated
Triggers when a record in any module is updated.
- Zoho CRM
Create lead
Add a new lead with contact and qualification fields.
- Zoho CRM
Create deal
Open a new deal with pipeline and amount.
- Zoho CRM
Update record
Modify fields on any module record.
- Zoho CRM
Convert lead
Convert a Zoho CRM lead into account, contact, and deal.
Common questions
How does Caddi connect Monday and Zoho CRM?
Monday and Zoho CRM just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against Monday and Zoho CRM end-to-end.
Do I need engineering help?
No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.
Can Caddi connect Monday and Zoho CRM to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Monday + Zoho CRM loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.
Ready to automate Monday and Zoho CRM?
Drop your work email and we'll show you Caddi running end-to-end against Monday, Zoho CRM, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.