Integrate Zoho CRM with Easy Projects
Send information between Zoho CRM and Easy Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create Easy Projects activities for tasks in Zoho CRM
Every time a task is added in Zoho CRM, this flow creates a
new activity in Easy Projects, helping your
team track sales activities easily.
How it works
1. A new task is added in Zoho CRM.
2. Zoho Flow creates an activity in Easy Projects.
Create Easy Projects activities for tasks in Zoho CRM
Zoho CRM + Easy Projects
Build your own integrations between Zoho CRM and Easy Projects
Connect Zoho CRM and Easy Projects 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 Zoho CRM and Easy Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New lead
Triggers when a new lead is created
New user
Triggers when a new user is created
New module
Triggers when a new module is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Updated deal
Triggers when an existing deal is updated
User created or updated
Triggers when the details of an existing user are created or updated
New note
Triggers when a new note is added
New contact
Triggers when a new contact is created
Entry created or updated
Triggers when a record entry is created or updated
Updated module entry
Triggers when an entry is updated in the selected module
New activity message
Triggers when a new message is posted in the selected activity
New project
Triggers when a new project is created
New project message
Triggers when a new message is posted in the selected project
Updated project
Triggers when an existing project is updated
New user
Triggers when a new user is created
New project activity
Triggers when a new activity is created in the selected project
New customer
Triggers when a new customer is created
Updated activity
Triggers when an existing activity is updated
New activity
Triggers when a new activity is created
New time log
Triggers when a time log is created
Updated time log
Triggers when an existing time log is updated
All Actions - Actions are the automated tasks
Add user
Adds a new user
Send email template
Sends an email to the specified users
Raise signal
Raises a signal to Zoho CRM
Add note
Adds a note to the selected module
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add tags
Adds tags to the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Update module entry
Updates the specified module entry
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Remove tags
Removes tags from the specified record
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Draft email template
Drafts an email based on the selected template
Convert lead to contact
Converts a lead to a contact
Update related module entry
Relates an entry in this module with an entry in another module
Update user
Updates the details of an existing user based on user ID
Fetch inventory template
Fetches an inventory template using ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch contact
Fetches a contact by email address, unique ID, or name
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Fetch email template
Fetches an email template by name
Fetch event
Fetches an event by its title or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
Create time log
Creates a new time log
Create customer
Creates a new customer
Create activity
Creates a new activity
Post activity message
Posts a new message in an activity
Update user
Updates the details of an existing user
Create User
Creates a new user
Create project
Creates a new project
Post project message
Posts a new message in a project
Update customer
Updates the details of an existing customer
Update activity
Updates an existing activity
Update project
Updates an existing project
Update time log
Updates an existing time log
Fetch time log
Fetches an existing time log by its unique ID
Fetch activity
Fetches an existing activity by its unique ID
Fetch project
Fetches an existing project by its unique ID
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
What is Easy Projects?
Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
